2022-07-29
CNBC
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Apple reports Services revenue grew 12% YoY to $19.6B in Q3 2022 and 860M paying subscribers globally across all its services, up from 825M in Q2 2022
people coming from Android - saw double-digit growth) Ben Bajarin / @benbajarin : Important observation as Apple continues to defy macro concerns (just like they did in 08-09 economic downturn). The p...
2022-04-20
Wall Street Journal
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...
2021-03-20
Wall Street Journal
GroupM: Google, Facebook, and Amazon “triopoly” grew its share of US digital ad market from 80% in 2019 to 90% in 2020, and now collects 50%+ of all US ad spend
The three tech giants now collect more than half of all ad dollars spent in the U.S. The pandemic economy got them there. Tweets: @esgarchitect , @jamessurowiecki , @deardara , @stevesi , @tcpeter , @...
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