Unity’s merger with ironSource makes lots of sense, plus more on live sports and the Internet, and tough questions raised by Elon Musk and Uber
Data and Definitions
Explaining exactly why Apple’s approach to ATT is anti-competitive
Apple WWDC, M2, Additional Notes
Notes on WWDC, including the emergent AppleOS, M2 and speculation on M3, and the privacy shoe that didn’t drop
An Interview with Michael Nathanson About Streaming and Digital Advertising
An interview with analyst Michael Nathanson about streaming, cable, digital advertising, and a whole lot more.
Snap Revenue Warning, Snap’s Direct Response Bifurcation, Broader Takeaways
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
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
An interview with Eric Seufert about the post-ATT landscape, including Facebook, Shopify, Google, YouTube, Apple, and the future of ad agencies.
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.
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
Meta Earnings, Meta Spending, AI Costs and Moats
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.