megancgraham · TEXXR

“This Is a False Advertisement”: Major brands like Apple, Uber and Samsung have had critical “community notes” attached to ads. It's making some advertisers more cautious about spending here. New from me & @PatrickCoffee: https://www.wsj.com/...

2023-10-07 View on X

Wall Street Journal

Political advertisers have raised concerns about X's Community Notes after major brands like Apple, Samsung, and Uber had critical notes attached to their ads

his top priority for revenue growth. Community Notes on ads will 100% be removed because of this. Meg Graham / @megancgraham : “This Is a False Advertisement”: Major brands like Ap...

View original

Digital ad revenue in the U.S. rose 10.8% to $209.7B last year (down from 2021's growth of 35%) as marketers continued to spend in online channels despite slower economic growth/market uncertainty, according to a new report from the IAB and PwC https://www.wsj.com/...

2023-04-12 View on X

Wall Street Journal

IAC and PwC: 2022 US digital ad revenue rose 10.8% YoY to $209.7B, down from 35% growth in 2021; social media ad revenue rose 3.6% YoY, down from ~39% in 2021

winners include @amazon @netflix @hbomax as Retail Media & streamers win; social media ad biz slowing down (except @tiktok_us ) .. must read from @megancgraham https://www.wsj.com/...

View original

“Unfortunately I don't think we'd have anything to add as we have no idea how cryptocurrency works (even after having it explained to us repeatedly), don't own it, and don't follow its market ... We just set out to make a funny commercial!” Good read from @tiffkhsu https://twitter.com/...

2022-05-18 View on X

New York Times

Celebrities have been criticized for hyping crypto without highlighting the risks after this month's sell-off, as Crypto.com and FTX scale back on ad spending

Crypto boosters such as Matt Damon, Reese Witherspoon and Gwyneth Paltrow have been criticized for hyping virtual currency without highlighting the risks. Tweets: @katie_robertson ...

View original

Google parent Alphabet posted slower sales growth as global economic turmoil disrupted digital ad spending, which has already been easing after pandemic-fueled highs, via ⁦@MeghanBobrowsky⁩ https://www.wsj.com/...

2022-04-27 View on X

Alphabet - Investor Relations

Alphabet reports Q1 revenue rose 23% YoY to $68.01B, as net income dropped to $16.44B, down from $17.93B YoY; traffic acquisition costs rose 23%

MOUNTAIN VIEW, Calif. - April 26, 2022 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended March 31, 2022.

View original

Analysts expect combined ad rev from GOOG/FB/AMZN/TWTR/Snap/Pins to grow 19% yoy compared w/ 40% in Q1 '21 - on impacts from inflation/Ukraine/supply chain/IDFA 📍$GOOG ad revenue expected to rise 23% yoy to $55.1B 📍$FB projected to rise 8% to ~$27.5B https://www.wsj.com/... https://twitter.com/...

2022-04-20 View on X

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 , an...

View original

New IAB report on 2021: Digital ad revenue in the U.S. jumped 35% to $189 billion last year. The top 10 digital publishers/platforms took the lion's share—78.6% of that spend: https://www.wsj.com/...

2022-04-12 View on X

Wall Street Journal

IAB: US digital ad spend rose 35% YoY to $189B in 2021, the largest gain since 2006; 10 publishers and platforms took 78.6% of the total, up from 78.1% in 2020

78.6%—of total digital ad revenue...” ~$40b+ remaining is a lot, but that % should trend the other way. Why? https://twitter.com/... Meg Graham / @megancgraham : New IAB report on ...

View original

Google “said it plans to keep supporting current smartphone identifiers for at least the next two years and to give the industry substantial notice before any changes. It said it plans to work with the industry to develop the replacements.” https://www.wsj.com/...

2022-02-17 View on X

Mobile Dev Memo

An in-depth look at Privacy Sandbox for Android: a two-year transition with ad industry input, a marked change from Apple's ATT, which had little external input

plans to bring a Privacy Sandbox effort to Android. Google's — original Privacy Sandbox

View original

Google “said it plans to keep supporting current smartphone identifiers for at least the next two years and to give the industry substantial notice before any changes. It said it plans to work with the industry to develop the replacements.” https://www.wsj.com/...

2022-02-17 View on X

New York Times

Google plans to bring Privacy Sandbox to Android, preserving its Ad ID system for two years, and says it'll be less disruptive than ATT for advertisers and devs

Daisuke Wakabayashi / New York Times :

View original

Google “said it plans to keep supporting current smartphone identifiers for at least the next two years and to give the industry substantial notice before any changes. It said it plans to work with the industry to develop the replacements.” https://www.wsj.com/...

2022-02-16 View on X

New York Times

Google plans to bring Privacy Sandbox to Android, preserving its Ad ID system for two years, and says it'll be less disruptive than ATT for advertisers and devs

It says it will give other companies plenty of time to adapt to changes to its Android software. Similar changes made by Apple affected big internet companies.

View original

Twitter Q4 shareholder letter: “The revenue impact associated with App Tracking Transparency (ATT) in Q4 remained modest, and we have incorporated an ongoing modest impact into our Q1 guidance...”

2022-02-10 View on X

CNBC

Twitter misses as Q4 revenue rose 22% YoY to $1.57B, net income dropped to $182M; mDAUs hit 217M, up from 192M YoY; FY 2021 revenue rose 37% YoY to $5.08B

- Twitter reported earnings for the fourth quarter of 2021 Thursday that missed analyst estimates on earnings, revenue and user growth.

View original

(cont'd) “...Although retooling our revenue products in light of Apple's [iOS changes] took additional time, energy & resources in 2020 & 2021, we believe that our product improvements have helped reduce the impact on Twitter...” & says it has roadmap for future potential changes

2022-02-10 View on X

CNBC

Twitter misses as Q4 revenue rose 22% YoY to $1.57B, net income dropped to $182M; mDAUs hit 217M, up from 192M YoY; FY 2021 revenue rose 37% YoY to $5.08B

- Twitter reported earnings for the fourth quarter of 2021 Thursday that missed analyst estimates on earnings, revenue and user growth.

View original

Gorman con'td: “Every advertiser has their own unique, fine-tuned perspective on the optimal parameters to measure ROI for their business, but SKAN requires them to use Apple's fixed definitions of advertiser success.” $SNAP

2021-10-23 View on X

CNBC

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, includin...

View original

$SNAP CBO Jeremi Gorman says in prepared remarks that initially results using Apple's SKAdNetwork were in line with other industry solutions, but over time found it to be “unreliable as a standalone measurement solution.”

2021-10-23 View on X

CNBC

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, includin...

View original

$SNAP CEO Evan Spiegel on iOS 14.5 impact: “While we anticipated some degree of business disruption, the new Apple-provided measurement solution did not scale as we had expected, making it more difficult for our advertising partners to measure & manage their ad campaigns for iOS”

2021-10-23 View on X

CNBC

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, includin...

View original

$SNAP CEO Evan Spiegel on iOS 14.5 impact: “While we anticipated some degree of business disruption, the new Apple-provided measurement solution did not scale as we had expected, making it more difficult for our advertising partners to measure & manage their ad campaigns for iOS”

2021-10-22 View on X

CNBC

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%+

- Snap reported its third-quarter earnings on Thursday, missing revenue expectations after Apple's iPhone privacy changes disrupted its advertising business. Source: Snap .

View original

$SNAP CBO Jeremi Gorman says in prepared remarks that initially results using Apple's SKAdNetwork were in line with other industry solutions, but over time found it to be “unreliable as a standalone measurement solution.”

2021-10-22 View on X

CNBC

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%+

- Snap reported its third-quarter earnings on Thursday, missing revenue expectations after Apple's iPhone privacy changes disrupted its advertising business. Source: Snap .

View original

Gorman con'td: “Every advertiser has their own unique, fine-tuned perspective on the optimal parameters to measure ROI for their business, but SKAN requires them to use Apple's fixed definitions of advertiser success.” $SNAP

2021-10-22 View on X

CNBC

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%+

- Snap reported its third-quarter earnings on Thursday, missing revenue expectations after Apple's iPhone privacy changes disrupted its advertising business. Source: Snap .

View original

Facebook Inc. has named Nicola Mendelsohn VP of its global business group, succeeding Carolyn Everson. She assumes the role as Facebook confronts new scrutiny on subjects including its pursuit of younger users and how it responds to misuse of its products. https://www.wsj.com/...

2021-10-14 View on X

Wall Street Journal

Facebook names Nicola Mendelsohn as VP of its global ad business, succeeding Carolyn Everson, who departed earlier this year; Mendelsohn was VP for EMEA

Megan Graham / Wall Street Journal :

View original

$FB closed above $1T in market cap for the first time on Monday. Shares closed up 4.18% at $355.64 after a ruling that dismissed an antitrust complaint brought by the U.S. FTC and a coalition of state attorneys general. via @sal19 https://www.cnbc.com/...

2021-06-30 View on X

Axios

Dismissals of FTC and state AGs suits against Facebook shows the difficulty of making antitrust charges stick and could spur lawmakers to toughen antitrust laws

and how Facebook's big court win could actually help it. https://www.washingtonpost.com/ ... Matt Stoller / @matthewstoller : “This is going to strengthen the case for legislation,...

View original

$FB closed above $1T in market cap for the first time on Monday. Shares closed up 4.18% at $355.64 after a ruling that dismissed an antitrust complaint brought by the U.S. FTC and a coalition of state attorneys general. via @sal19 https://www.cnbc.com/...

2021-06-29 View on X

CNBC

US district court dismisses FTC's antitrust complaint against Facebook, saying its definition of market dominance was insufficient, but will let FTC refile it

- A federal court on Monday dismissed the Federal Trade Commission's antitrust complaint against Facebook.

View original