YouTube
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FTC Fines Epic, Netflix Ads, YouTube and the NFL
Epic’s FTC settlement is a reminder about the value of the App Store. Then, Netflix’s ad weakness is disappointing but not surprising, while the YouTube/NFL deal could have been worse for cable companies and other leagues.
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Google Earnings, Gaming’s Warning Light, Google’s Costs
Google’s results seemed bad, but while there are concerns for both revenue and costs, the business is still in good shape.
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Google Earnings, YouTube Growth Strategies, Shopify Layoffs and Earnings
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.
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Aggregation Follow-up, Netflix’s Ad Partners
Follow-up to Spotify, Netflix, and Aggregation, and why brand advertising makes sense for Netflix.
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Spotify’s Investor Day, Spotify’s Music Aggregation, Podcast Anecdata
Spotify’s investor day may not have convinced Wall Street, but the company provided compelling evidence its approach was working.