Pinterest’s Q1 involved strong user and global revenue growth: US monetization, though, could be under pressure moving forward.
With AI bios and comment pinning features, Reddit is courting SMBs and zeroing in on its role in the purchase journey.
AppLovin beat Q1 expectations and exited gaming: The company is now all-in on adtech, led by AXON’s rapid growth.
Studio and linear remain a dark cloud for WBD and Paramount: Revenues were down YoY for both companies, but streaming remains a beacon of hope.
Insights from IAB NewFronts: Streaming and AI innovation are transforming marketing—but in a period of rapid change and economic unrest, adaptation is key.
Disney’s streaming bundle is driving subscriber gains and lower churn: But fiscal caution and ad headwinds may limit future momentum.
Shein and Temu pull back US digital ad spending, shift to Europe: The change shows how geopolitical tensions trickle down to business operations.
DOJ continues the push to dismantle Google: The search giant will need to battle regulators to defend its dominance, while advertisers should prepare for fragmentation.
Marketers are cutting branding spend in favor of performance media: Search and retail win as caution dominates strategy.
The DOJ’s proposal to unwind Google’s ad stack could reshape digital advertising—potentially leveling the playing field for advertisers and giving publishers more leverage
On today’s podcast episode, we discuss why Google is now keeping third-party cookies, who’s most likely to buy Chrome if they have to sell it, and the impact of AI Overviews so far. Join Senior Director of Podcasts and host Marcus Johnson, Senior Director of Briefings Jeremy Goldman, and Principal Analyst Yory Wurmser. Listen everywhere and watch on YouTube and Spotify.
Following Google’s second antitrust loss in under a year, Google is at a crossroads. The recent ruling that Google maintains an illegal monopoly on ad tech, combined with last year’s ruling of antitrust practices in online search, could reshape digital advertising.
Reddit’s global growth is now core to its business: Community-driven expansion and ad revenues abroad are transforming the platform’s trajectory.
Apple Q2 revenues grow 5% YoY, but Services are slightly below expectations: Despite revenue gains, tariffs and an antitrust case could cause the tides to turn.
Reddit’s blowout Q1 shows ad momentum: With strong midmarket traction and AI tools scaling, its business model is leveling up.
LinkedIn rebrands its Wire Program as BrandLink: The move reemphasizes its pivot toward creator-led B2B video.
Amazon sees 18% YoY growth in ad services: While economic headwinds could slow growth, maintaining a presence on Amazon will help advertisers emerge stronger.
Roku delivered strong Q1 results and acquired Frndly TV: The deal boosts live content and supports subscription growth without overspending.
More than just a cloud leader: Microsoft ad revenues surged 21%, gaming stabilized, and LinkedIn grew, too.
Meta revenues up 16% YoY in Q1: The company started the year off on a positive note, but tariffs could foreshadow strife.