Category: Uncategorized

1. Great second quarter. @Unity’s overall revenue grew by 80%, the Create segment by 17% and the Grow segment by 157%. The Create segment contains the games engine, tools for content creation and partnerships. The Grow segment is made up by various tools to gain new users (user acquisition, UA) and to monetize those users…

1. A good second quarter. @Criteo reported a good second quarter in today’s earnings before the market opened, indicating that CEO @Megan_Clarken‘s turn-around efforts are working, even if they remain challenging. That turn-around was necessary to make up for the losses in the company’s retargeting segment, which was its erstwhile core business – until signal…

1. Probably around $175M in ad revenue last Q. They reported that they are at a $650m run rate in ad sales (read: annual run rate), and planned to reach $1B in 2024, according to CEO Dara Khosrowshahi (@dkhos.) 2. Impressive start. That’s not huge -for a frame of reference, this run rate is about…

1. Roku ad sales are up. First let’s look at ad sales. Worldwide revenue in the Platform segment (which includes ad revenue and license fees from partners) went up by 11% y-o-y, easily blowing past analysts’ expectations. (Most of the Platform segment is advertising, but we don’t know how much exactly. The segment stands for…

1. The company had a great quarter: ad revenue increased by 12% y-o-y, compared to @Google‘s 3.3%. This is across all properties, including Facebook, Instagram and Whatsapp. (We’ll ignore the Reality Labs/Metaverse revenue for now since it is less than 1% of the total, but see below.) The increase in ad sales is completely explained…

Generally, in design, CI and branding, you never want to violate consumers’ and clients’ expectations. Habits and attitudes are tied to a brand, and so is business – and they have real monetary value. Late 2022, before Musk bought Twitter, its brand was estimated to be worth just shy of $6B. Now, it’s probably more…

1. Steady growth. Overall, Netflix’ revenue is growing steadily. That’s mostly thanks to the company’s password-sharing crackdown. It helped the company gain 5.9 million subscribers in the last quarter while losing only 1 million. Netflix doubled the share of subscribers in the ad-supported tier, albeit from a small base, from not quite 2% to a…