A look at Take-Two's $12B Zynga deal in 2022, just as casual games peaked post pandemic, Apple introduced ATT, and the mobile game market headed into a downturn
Video-game giant's push into smartphone titles was expensive and late. — Excitement over the upcoming release of Grand Theft Auto VI … Bluesky: @janety.bsky.social . X: @cecianasta , @technology , @...
FactSet survey of Q1 ad revenue: Google is expected to rise 23% YoY to $55.1B, Meta is expected to rise 8% YoY to ~$27.5B, and Twitter to grow 25% YoY to $1.1B
Google's search business expected to stay resilient while social platforms grapple with challenges Tweets: @megancgraham , @csooran , @enriqueabeyta , @hoofnagle , @jason_kint , and @jason_kint Tweets...
How advertisers are dealing with Meta's ad price increases prompted by Apple's ATT changes, with some shifting their ad budgets to Google, Amazon, and TikTok
and leaders above them signing off on it — has impacted everyone from Facebook and Shopify to small businesses and DTC brands. To the tune of hundreds of billions of dollars! Glenn Gabe / @glenngabe :...
Meta CFO says Apple's ATT privacy changes will cost the company $10B in revenue during 2022 and that Google “faces a different set of restrictions from Apple”
High ARPU coastal users have churned; TikTok is eating their lunch 2—They can't acquire because of antitrust scrutiny 3—They can't build because founders don't want to be there 4—IDFA killed their abi...
Meta closes down 26%, erasing ~$250B from its market cap, the biggest single-day loss in market value for a US company, after weak Q4 results and Q1 guidance
the second-biggest drop ever Steve Muchoki / Coinspeaker : FB Stock Dips Over 26% after Meta Forecasts Weaker than Expected Earnings Jody Serrano / Gizmodo : Snap Up, Zuck Down — Snap earned a profi...
NewsWhip: interest in Facebook, measured by social media interactions per article, declined over 2021, with little mainstream attention for “Facebook Papers”
The Facebook Papers and whistleblower accounts were a public relations nightmare for Facebook, but so far … Tweets: @daveyalba , @axios , @jason_kint , @stevekovach , @nrothschild3 , @sarafischer , an...
Facebook says Q3 ad revenue grew 33% YoY to $28.28B but warns of “continued headwinds” in Q4 due to Apple's ATT changes in iOS
remember that FB missed rev expectations too, by almost $600MM). FB acknowledged ATT pain last Q which served its interests this Q Issie Lapowsky / @issielapowsky : Sheryl on Apple's privacy changes: ...
Snap Q3: $1.07B revenue, up 57% YoY, vs. $1.10B est., DAUs up 23% to 306M, net loss down 64% to $72M, blames iOS ATT changes for revenue miss; stock down 20%+
oh vey “We expect that the measurement and optimization foundations of the digital advertising economy will continue to experience significant changes in the months ahead, including additional disrupt...
Ad-measurement company Tenjin: following Apple's IDFA changes, spending on iOS ads fell one-third between June 1 and July 1, while Android spending rose 10%
Patience Haggin / Wall Street Journal :
Apple's claims about respecting privacy aren't fully serious, as the iPhone default doesn't disallow apps from tracking users, instead expecting users to do so
If you haven't seen it yet, watch Apple's Privacy on iPhone | tracked ad. In it a guy named Felix (that's him, above) … Tweets: @hjarche , @dsearls , @itsjeffhiggins , and @jason_kint Tweets: Harold...