Can a robot trade stocks?
Roku soared in Q4—and it’ll keep soaring: Though much of Roku’s revenue growth was driven by increased time spent during lockdowns, demand for CTV advertising is so high that we think the company’s strong growth will persist.
The Trade Desk’s earnings soar: Revenues were up 48% year over year (YoY) in Q4, boosted by strong connected TV (CTV) ad spending growth. Additionally, the company’s third-party tracking alternative is still gaining steam.
Australia moves forward with publisher-friendly legislation: Despite pushback from tech giants, the country is forging ahead with a new law that would mandate the companies to pay publishers for news content appearing on their platforms.
The Facebook-owned messaging app continues its policy rollout to enable businesses access to communications with users. But the botched rollout, riddled with misunderstanding and misinformation, suggests consumers are quickly losing trust in Big Tech’s data practices.
Reviews have always been a key aspect of a consumer’s shopping journey. But nowadays—particularly as more consumers lean on ecommerce—additional information in the form of user-generated visuals is becoming just as critical.
The iPhone 12’s strong performance so far has led eMarketer to increase its projections for iPhone users in the US for 2021 and beyond. We now expect iPhone usage in the US will grow this year to 116.3 million, slightly ahead of our Q1 2020 projection of 113.4 million.
The Trade Desk passes the torch: Prebid will be the independent operator for Unified ID 2.0, likely chosen for its track-record managing open source services.
Walmart posts Q4 ecommerce gains: The company reported 69% growth in ecommerce sales for Q4 but warns of deceleration this year.
EA expands mobile footprint: The company acquired mobile game developer Glu Mobile last week for $2.1 billion as mobile game advertising continues seeing strong growth this year.