Category: Uncategorized
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2023 Global Advertising Technology Universe

Here is the latest overview of the 80+ most essential AdTech vendors: https://wmediaresearch.com/portfolio/2023-global-advertising-technology-universe/… These are also the vendors tracked in the 2023 Global Advertising Technology Forecast And Vendor Market Shares Model: https://wmediaresearch.com/portfolio/global-adtech-forecast-and-vendor-market-shares-model/
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2023 Global AdTech Forecast And Vendor Market Shares Model

W Media Research proudly announces: the 2023 Global AdTech Forecast And Vendor Market Shares Model – the industry’s first comprehensive advertising technology spending monitor. Are you an AdTech vendor who wants to know the total addressable market (TAM) size of your product segments and their growth prospects? Your market share versus that of your competitors?…
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AppLovin: Slight Loss, Beats Revenue Expectations, Market Loves Outlook

AppLovin Corp (NASDAQ:APP) reported its first-quarter results for 2023 yesterday, which, on balance, were positive, with more good news to come this year. While the company missed on earnings, it beat revenue expectations. Remarkably, more than half of its revenue is now ad and ad tech-related. And that share is likely to grow even more…
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Disney Q2 2023 Earnings: Narrows Streaming Losses – Market Unimpressed

Yesterday’s Walt Disney earnings report for its second fiscal quarter put the spotlight on its streaming service, Disney+. While the company struggles to make Disney+ commercially viable due to high content production and streaming costs, it has taken steps to improve its financial performance. One of these steps involved increasing the price of Disney+ subscriptions…
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TL;DR: 2023 Google I/O – No Bard Chatbot Search Debut – Twenty-Five Billion Dollars At Risk?

Google announced dozens of new software, development, and hardware products and features at its annual Google I/O developer conference today. However, it is more remarkable what Google did not announce today: namely, the release of a new, Bard-powered Google Search that could compete with Microsoft’s chatbot-powered search, GPT Bing. While Google showed numerous examples of…
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FTC’s Khan’s First Stab At AI Regulation Ideas Benign, If Work In Progress

Lina Khan, Chair of the Federal Trade Commission (FTC), published an opinion piece in the New York Times today, outlining her agency’s five main concerns about the potential dangers of artificial intelligence (AI) (see below for a list). One of Ms. Khan’s concerns regarding AI is valid and should indeed be taken on by the…
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TL;DR: 1Q23 Amazon Earnings: Advertising Is Now Half Size Of AWS

Sure, sure, sure: Amazon generally performed brilliantly in the first quarter. All numbers are up, up, up. But the most interesting aspect of Amazon’s first quarter earnings is not its overall performance. It is just how well Amazon Advertising is doing compared to Amazon’s store net sales and its AWS cloud service. Yes, all numbers…
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TL;DR: 1Q23 Meta Earnings: Ads Hold Their Own, Ill-Conceived Metaverse Adventure Seems Over

The 1Q2023 results for Meta Platforms are a mixed bag. On one hand, the increase in revenue, daily and monthly active users, and ad impressions indicate that Meta’s user base and advertising business are growing. The revenue growth is roughly in line with the overall market. Meta seems to have gotten over the worst of…
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TL;DR: Alphabet’s 1Q23 Earnings – Does GPT Bing Eat Into Google’s Search Ad Sales Already? Maybe.

Alphabet’s overall results came in better than expected, and the stock price was up more than 4% in after-hours trading. The results were good – but not because of Google’s main business – advertising. Google’s search advertising sales were up only 1.7% year-on-year, or about $740 million. Meanwhile, Microsoft’s “search and news advertising” revenue (most…
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Amazon Is Entering The AI Race – But Not With A Chat Bot

Today, Amazon announced its entry into the AI race – but not with a ChatGPT-like service that would improve consumers’ shopping experience. Instead, it is focusing on a B2B offer on its Amazon Web Serivces cloud platform (AWS). Amazon’s investment in large language models (LLMs) and generative AI is a strategic move to compete against…