Snap’s earnings show how the inability to measure attribution makes it hard to target ads; the big question is what this means for Facebook.
Disney Earnings, ESPN and Disney’s Streaming Strategy, Flexibility and Residuals
Disney’s results suggest the company should stay the course with its current streaming strategy; however, the way it funds movies may have to change.
Amazon and ATT, Amazon’s EU Fine, AppLovin and Zynga
iOS 14’s wide-ranging impacts are becoming more apparent, in companies from Amazon to Facebook to AppLovin to Zynga. Plus, Amazon’s EU fine.
Olympic Ratings, Google Earnings, YouTube and Brand Advertising
Google’s results were even better than the rest of the industry, thanks to YouTube.
Facebook Earnings, The ATT Transition, Facebook’s Outlook
Facebook’s reckoning with ATT finally arrived, and the results are inconclusive. It still seems like a company worth betting on.
Apple Earnings, Microsoft and LinkedIn
Apple has another great quarter — is it sustainable? Then, LinkedIn’s growth shows just how much digital advertising is growing.
Snap Earnings, Twitter Earnings, Additional Notes
Snap and Twitter’s earnings point to just how huge the digital advertising market is.
Netflix Earnings; Netflix and Gaming; Models, Not Mediums
Netflix turned in another quarter of disappointing earnings (as expected); the company’s planned foray into gaming, meanwhile, highlights how digital businesses are different.
TSMC Earnings, Semiconductor Economics and Auto Microcontrollers, TSMC’s Advantage
The reason why investors are disappointed in TSMC’s earnings is in fact why TSMC is so strong; plus, why Intel should buy GlobalFoundries
Roku’s Earnings, Roku and YouTube’s Streaming Ads, Roku and YouTube’s Dispute
Both Roku and YouTube are winning in advertising; Roku, though, wants to win its negotiation with Google, and use PR to do so.