Category: Earnings Reports
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AppLovin Q1 2025 Earnings: The Most Efficient Biz In All Of Advertising
Outperforming Ad Tech While Ditching Its Gaming Roots AppLovin reported its first-quarter 2025 earnings on Wednesday, May 7, delivering a financial performance that left analysts stunned and investors cheering. The company posted strong topline growth, expanded margins, and continued its transformation into a pure-play advertising platform by shedding the legacy gaming business that once defined…
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TL;DR: Disney Earnings 4Q22 – New AVOD Subs Can’t Make Up SVOD Loss
Bob Iger’s first earnings call as its new and old CEO. Not much new on advertising, except that Disney+ subscriber numbers went down by 1.5% after The Walt Disney Company increased subscription prices – even the introduction of a cheaper, ad-funded offer couldn’t make up for the loss. (We saw how the ad-supported Netflix offer…
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TL;DR: Meta Earnings 4Q22 – Recovers From IDFA Deprecation Shock
Great news for @Facebook. The big question is, how much of that recovery is thanks to FB measures, and how much a bounce-back of ad buyers who fled for Android only to find that its demographics are not as lucrative as are iOS demographics. If most of the @Facebook recovery is due to buyers returning,…
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TL;DR: Amazon Earnings 4Q22 – Shrinking The Echo Division
What got lost re. Amazon‘s 4Q22 earnings: the 18K layoffs were focused on stores and on *devices* – meaning the #Echo division, which, according to The Economist, lost $2B annually. This could mean that voice-based assistants (#VBA) are slower in coming and/or don’t have a clear business case. Short term, we can perhaps slow down…