Snap’s revenue warning, and a closer examination of past earnings, point to a business that is much more driven by brand advertising than it is by direct response
Warner Bros. Discovery is a company that makes a lot of sense, both because of its content and also its strategy, which treats streaming as an additional channel, not a reason-for-being.
An interview with Eric Seufert about the post-ATT landscape, including Facebook, Shopify, Google, YouTube, Apple, and the future of ad agencies.
Shopify Audiences looks a lot like the ad product they need to build; then, Unity has a big miss, but is adamant it is a one-time problem.
Shopify’s earnings were disappointing; worse, they were confusing. The company knows its mission, but needs to clarify its strategy
Meta’s earnings weren’t that great, but expectations were worse. Then, why Meta and Google are well-positioned for a future with less data.
Twitter follow-up, and then looking for evidence between the lines about ATT’s impact on Google.
Netflix’s earnings were not only bad on the surface, they were arguably worse than they appeared.
Netflix has been resolutely opposed to selling ads, prioritizing the user experience; however, the market conditions for streaming have changed, and so should Netflix
The E.U.’s DMA has some good ideas, but is fundamentally misguided and will make things worse for everyone.