App Stores
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Shopify Follow-up, Shopify Audiences, Unity Earnings
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.
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Shopify Earnings, Shopify Acquires Deliverr, Shopify and Buy With Prime
Shopify’s earnings were disappointing; worse, they were confusing. The company knows its mission, but needs to clarify its strategy
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Netflix Earnings, Netflix’s Struggling Growth Drivers, Netflix to Explore Advertising
Netflix’s earnings were not only bad on the surface, they were arguably worse than they appeared.
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Why Netflix Should Sell Ads
Netflix has been resolutely opposed to selling ads, prioritizing the user experience; however, the market conditions for streaming have changed, and so should Netflix
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Google’s Spotify Deal, The Ideal App Store Approach, Spotify’s South Korea Option
Google and Spotify’s deal is light on details, but it’s clear who the big winners are.
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More on Substack, Faceless Publishers and ATT, Apple’s ATT Deliberations
More on Substack, and how they have done right by publishers, and why their approach may be essential in a post-ATT world.