The Wall Street Journal fills in important details about the run-up to ATT, including negotiations between Apple and Facebook. Then, ATT denials don’t hold water.
Google search continues to be a source of strength, while YouTube’s weakness is likely because of ATT. Meanwhile, Shopify is suffering from mistaken forecasts, even as ATT’s impact becomes clearer.
Follow-up to Spotify, Netflix, and Aggregation, and why brand advertising makes sense for Netflix.
Spotify’s investor day may not have convinced Wall Street, but the company provided compelling evidence its approach was working.
An interview with analyst Michael Nathanson about streaming, cable, digital advertising, and a whole lot more.
An interview with Eric Seufert about the post-ATT landscape, including Facebook, Shopify, Google, YouTube, Apple, and the future of ad agencies.
An interview with Coda founder Shishir Mehrotra about documents, go-to-market, and competing with Microsoft, plus bundling, Spotify, and Passport.
The advertising has shifted from a Google-Facebook duopoly to one where Amazon and potentially Apple are major forces.
More on Netflix’s earnings and valuation, and three observations about the tech competition bill being encouraged in the Senate.
Why there aren’t any new podcasts in the top 10, and why the podcast market looks like websites and YouTube. Plus, why Spotify’s approach benefits most, for now.