MobileDevMemo

<p>Meta has once again adjusted the business model of its apps in the EU. The company announced yesterday that it has reduced the price of its subscription by 40% and now offers users the option of "less personalized ads" in the free version. From the press release (emphasis mine): Today, we are announcing important changes [&#8230;]</p>
<p>The post <a href="https://mobiledevmemo.com/less-personalized-advertising/">Less personalized ads</a> appeared first on <a href="https://mobiledevmemo.com">Mobile Dev Memo by Eric Seufert</a>.</p>


<div class="mp_wrapper">
  <div class="mepr-unauthorized-excerpt">
    <p>Meta has once again adjusted the business model of its apps in the EU. The company announced yesterday that it has reduced the price of its subscription by 40% and now offers users the option of "less personalized ads" in the free version. From the press release (emphasis mine): Today, we are announcing important changes [&hellip;]</p>
  </div>
  <div class="mepr-unauthorized-message">
    <p>This content is only available to <a href="/subscribe">subscribers</a>. If you are already a subscriber, please <a href="/login"><strong>log in</strong></a> to view this content. If you are not a subscriber, subscriptions start at just $8.99 per month.</p>
  </div>
  <div class="mepr-login-form-wrap">
    </div>
</div>

<p>The post <a href="https://mobiledevmemo.com/less-personalized-advertising/">Less personalized ads</a> appeared first on <a href="https://mobiledevmemo.com">Mobile Dev Memo by Eric Seufert</a>.</p>


Meta has once again adjusted the business model of its apps in the EU. The company announced yesterday that it has reduced the price of its subscription by 40% and now offers users the option of "less personalized ads" in the free version. From the press release (emphasis mine): Today, we are announcing important changes […]
This content is only available to subscribers. If you are already a subscriber, please log in to view this content. If you are not a subscriber, subscriptions start at just $8.99 per month.
The post Less personalized ads appeared first on Mobile Dev Memo by Eric Seufert.

Meta has once again adjusted the business model of its apps in the EU. The company announced yesterday that it has reduced the price of its subscription by 40% and now offers users the option of "less personalized ads" in the free version. From the press release (emphasis mine): Today, we are announcing important changes […]
The post Less personalized ads appeared first on Mobile Dev Memo by Eric Seufert.

Less personalized ads

<p>In this episode, I present a long-form analysis of AppLovin&#8217;s business and its significant recent growth. But understanding AppLovin the company is fundamentally predicated on understanding the market in which it operates, mobile games advertising, and the direct response digital advertising landscape more broadly. And so this podcast is structured in three parts: All of [&#8230;]</p>
<p>The post <a href="https://mobiledevmemo.com/understanding-applovin/">Podcast: Understanding AppLovin</a> appeared first on <a href="https://mobiledevmemo.com">Mobile Dev Memo by Eric Seufert</a>.</p>



<figure data-carousel-extra='{"blog_id":1,"permalink":"https:\/\/mobiledevmemo.com\/understanding-applovin\/"}'  class="wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-2 is-layout-flex wp-block-gallery-is-layout-flex">
<figure class="wp-block-image size-large"><a href="https://mobiledevmemo.com/wp-content/uploads/2023/09/MDM_social_share-PhotoRoom.png"><img decoding="async" width="1024" height="538" data-attachment-id="41654" data-permalink="https://mobiledevmemo.com/mdm_social_share-photoroom/" data-orig-file="https://mobiledevmemo.com/wp-content/uploads/2023/09/MDM_social_share-PhotoRoom.png" data-orig-size="1200,630" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="MDM_social_share-PhotoRoom" data-image-description="" data-image-caption="" data-medium-file="https://mobiledevmemo.com/wp-content/uploads/2023/09/MDM_social_share-PhotoRoom-300x158.png" data-large-file="https://mobiledevmemo.com/wp-content/uploads/2023/09/MDM_social_share-PhotoRoom-1024x538.png" tabindex="0" role="button" data-id="41654" src="https://mobiledevmemo.com/wp-content/uploads/2023/09/MDM_social_share-PhotoRoom-1024x538.png" alt="" class="wp-image-41654" srcset="https://mobiledevmemo.com/wp-content/uploads/2023/09/MDM_social_share-PhotoRoom-1024x538.png 1024w, https://mobiledevmemo.com/wp-content/uploads/2023/09/MDM_social_share-PhotoRoom-300x158.png 300w, https://mobiledevmemo.com/wp-content/uploads/2023/09/MDM_social_share-PhotoRoom-768x403.png 768w, https://mobiledevmemo.com/wp-content/uploads/2023/09/MDM_social_share-PhotoRoom.png 1200w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
</figure>



<figure class="wp-block-embed is-type-rich is-provider-spotify wp-block-embed-spotify wp-embed-aspect-21-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<span class="umIKxbohnNZ4iM28PFq63evsSGylpgtHW"><iframe title="Spotify Embed: Season 4, Episode 11: Understanding AppLovin" style="border-radius: 12px" width="100%" height="152" frameborder="0" allowfullscreen allow="autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture" loading="lazy" src="https://open.spotify.com/embed/episode/3NIDL5seK8L1YAD8cQHkqW?si=0f31e28f1e1c4312&#038;utm_source=oembed"></iframe></span>
</div></figure>



<p>In this episode, I present a long-form analysis of AppLovin&#8217;s business and its significant recent growth. </p>



<p>But understanding AppLovin the company is fundamentally predicated on understanding the market in which it operates, mobile games advertising, and the direct response digital advertising landscape more broadly. And so this podcast is structured in three parts:</p>



<ul class="wp-block-list">
<li>Understanding direct response advertising</li>



<li>Understanding mobile gaming advertising</li>



<li>Understanding AppLovin’s growth</li>
</ul>



<p>All of these topics can seem unapproachable and impenetrable from the outside. I hope this episode clarifies them.</p>



<p>Thanks to the sponsors of this week’s episode of the Mobile Dev Memo podcast:</p>



<ul class="wp-block-list">
<li><strong><a href="https://vibe.co/signup">Vibe</a>.&nbsp;</strong>Vibe is the leading Streaming TV ad platform for small and medium-sized businesses looking for actionable advertising campaign performance.</li>



<li>⁠⁠⁠<a href="https://clarisights.com/"><strong>Clarisights⁠⁠</strong>⁠</a>. Marketing analytics that makes it easy to get answers, iterate fast, and show the impact of your work.&nbsp;<a href="https://clarisights.com/demo"></a>Go to<a href="http://clarisights.com/demo">⁠⁠⁠ clarisights.com/demo⁠⁠⁠</a>&nbsp;to try it out for free.</li>



<li><a href="https://www.incrmntal.com/"><strong>INCRMNTAL</strong>⁠⁠</a>. True attribution measures incrementality, always on.</li>
</ul>



<p>Interested in sponsoring the Mobile Dev Memo podcast? Contact&nbsp;<a href="mailto:info@marketecture.tv">⁠Marketecture⁠</a>.</p>



<p>The Mobile Dev Memo podcast is available on:</p>



<ul class="wp-block-list">
<li><a href="https://podcasts.apple.com/us/podcast/mobile-dev-memo-podcast/id1423753783" target="_blank" rel="noreferrer noopener">Apple Podcasts</a></li>



<li><a href="https://open.spotify.com/show/0RCsc3OW1p9jH5YC0qQTp0?si=jgSk98sURta7aWBpjkTpXg" target="_blank" rel="noreferrer noopener">Spotify</a></li>



<li><a href="https://www.google.com/podcasts?feed=aHR0cHM6Ly9hbmNob3IuZm0vcy80NTM2OWE4L3BvZGNhc3QvcnNz" target="_blank" rel="noreferrer noopener">Google Podcasts</a></li>
</ul>
<p>The post <a href="https://mobiledevmemo.com/understanding-applovin/">Podcast: Understanding AppLovin</a> appeared first on <a href="https://mobiledevmemo.com">Mobile Dev Memo by Eric Seufert</a>.</p>


In this episode, I present a long-form analysis of AppLovin’s business and its significant recent growth. 
But understanding AppLovin the company is fundamentally predicated on understanding the market in which it operates, mobile games advertising, and the direct response digital advertising landscape more broadly. And so this podcast is structured in three parts:
Understanding direct response advertising
Understanding mobile gaming advertising
Understanding AppLovin’s growth
All of these topics can seem unapproachable and impenetrable from the outside. I hope this episode clarifies them.
Thanks to the sponsors of this week’s episode of the Mobile Dev Memo podcast:
Vibe. Vibe is the leading Streaming TV ad platform for small and medium-sized businesses looking for actionable advertising campaign performance.
⁠⁠⁠Clarisights⁠⁠⁠. Marketing analytics that makes it easy to get answers, iterate fast, and show the impact of your work. Go to⁠⁠⁠ clarisights.com/demo⁠⁠⁠ to try it out for free.
INCRMNTAL⁠⁠. True attribution measures incrementality, always on.
Interested in sponsoring the Mobile Dev Memo podcast? Contact ⁠Marketecture⁠.
The Mobile Dev Memo podcast is available on:
Apple Podcasts
Spotify
Google Podcasts
The post Podcast: Understanding AppLovin appeared first on Mobile Dev Memo by Eric Seufert.

In this episode, I present a long-form analysis of AppLovin’s business and its significant recent growth. But understanding AppLovin the company is fundamentally predicated on understanding the market in which it operates, mobile games advertising, and the direct response digital advertising landscape more broadly. And so this podcast is structured in three parts: All of […]
The post Podcast: Understanding AppLovin appeared first on Mobile Dev Memo by Eric Seufert.

Podcast: Understanding AppLovin

<p>Pinterest released its Q3 2024 earnings results this week: Pinterest had issued relatively soft guidance for Q3 last quarter, and the company outperformed analyst expectations on both the top and bottom lines. Pinterest offered revenue guidance for Q4 of between $1.125BN and $1.145BN, the midpoint of which, $1.135BN, fell below analyst estimates. Pinterest's stock dropped by roughly [&#8230;]</p>
<p>The post <a href="https://mobiledevmemo.com/pinterest-q3-2024-earnings-weak-q4-guidance-scaling-ai-tools/">Pinterest Q3 2024 earnings: weak Q4 guidance, scaling AI tools</a> appeared first on <a href="https://mobiledevmemo.com">Mobile Dev Memo by Eric Seufert</a>.</p>


<div class="mp_wrapper">
  <div class="mepr-unauthorized-excerpt">
    <p>Pinterest released its Q3 2024 earnings results this week: Pinterest had issued relatively soft guidance for Q3 last quarter, and the company outperformed analyst expectations on both the top and bottom lines. Pinterest offered revenue guidance for Q4 of between $1.125BN and $1.145BN, the midpoint of which, $1.135BN, fell below analyst estimates. Pinterest's stock dropped by roughly [&hellip;]</p>
  </div>
  <div class="mepr-unauthorized-message">
    <p>This content is only available to <a href="/subscribe">subscribers</a>. If you are already a subscriber, please <a href="/login"><strong>log in</strong></a> to view this content. If you are not a subscriber, subscriptions start at just $8.99 per month.</p>
  </div>
  <div class="mepr-login-form-wrap">
    </div>
</div>

<p>The post <a href="https://mobiledevmemo.com/pinterest-q3-2024-earnings-weak-q4-guidance-scaling-ai-tools/">Pinterest Q3 2024 earnings: weak Q4 guidance, scaling AI tools</a> appeared first on <a href="https://mobiledevmemo.com">Mobile Dev Memo by Eric Seufert</a>.</p>


Pinterest released its Q3 2024 earnings results this week: Pinterest had issued relatively soft guidance for Q3 last quarter, and the company outperformed analyst expectations on both the top and bottom lines. Pinterest offered revenue guidance for Q4 of between $1.125BN and $1.145BN, the midpoint of which, $1.135BN, fell below analyst estimates. Pinterest's stock dropped by roughly […]
This content is only available to subscribers. If you are already a subscriber, please log in to view this content. If you are not a subscriber, subscriptions start at just $8.99 per month.
The post Pinterest Q3 2024 earnings: weak Q4 guidance, scaling AI tools appeared first on Mobile Dev Memo by Eric Seufert.

Pinterest released its Q3 2024 earnings results this week: Pinterest had issued relatively soft guidance for Q3 last quarter, and the company outperformed analyst expectations on both the top and bottom lines. Pinterest offered revenue guidance for Q4 of between $1.125BN and $1.145BN, the midpoint of which, $1.135BN, fell below analyst estimates. Pinterest's stock dropped by roughly […]
The post Pinterest Q3 2024 earnings: weak Q4 guidance, scaling AI tools appeared first on Mobile Dev Memo by Eric Seufert.

Pinterest Q3 2024 earnings: weak Q4 guidance, scaling AI tools

<p>AppLovin released its Q3 2024 earnings yesterday: AppLovin notes in its investor letter that it will rename the "Software Platform" revenue segment to "Advertising Platform," which is an edit that I've made consistently with my analysis of the company's quarterly earnings statements. The reality is that AppLovin's core advertising business captures the entirety of the [&#8230;]</p>
<p>The post <a href="https://mobiledevmemo.com/applovin-q3-2024-earnings-39-ad-business-growth-ecommerce-scaling/">AppLovin Q3 2024 earnings: 66% ad business growth, eCommerce scaling</a> appeared first on <a href="https://mobiledevmemo.com">Mobile Dev Memo by Eric Seufert</a>.</p>


<div class="mp_wrapper">
  <div class="mepr-unauthorized-excerpt">
    <p>AppLovin released its Q3 2024 earnings yesterday: AppLovin notes in its investor letter that it will rename the "Software Platform" revenue segment to "Advertising Platform," which is an edit that I've made consistently with my analysis of the company's quarterly earnings statements. The reality is that AppLovin's core advertising business captures the entirety of the [&hellip;]</p>
  </div>
  <div class="mepr-unauthorized-message">
    <p>This content is only available to <a href="/subscribe">subscribers</a>. If you are already a subscriber, please <a href="/login"><strong>log in</strong></a> to view this content. If you are not a subscriber, subscriptions start at just $8.99 per month.</p>
  </div>
  <div class="mepr-login-form-wrap">
    </div>
</div>

<p>The post <a href="https://mobiledevmemo.com/applovin-q3-2024-earnings-39-ad-business-growth-ecommerce-scaling/">AppLovin Q3 2024 earnings: 66% ad business growth, eCommerce scaling</a> appeared first on <a href="https://mobiledevmemo.com">Mobile Dev Memo by Eric Seufert</a>.</p>


AppLovin released its Q3 2024 earnings yesterday: AppLovin notes in its investor letter that it will rename the "Software Platform" revenue segment to "Advertising Platform," which is an edit that I've made consistently with my analysis of the company's quarterly earnings statements. The reality is that AppLovin's core advertising business captures the entirety of the […]
This content is only available to subscribers. If you are already a subscriber, please log in to view this content. If you are not a subscriber, subscriptions start at just $8.99 per month.
The post AppLovin Q3 2024 earnings: 66% ad business growth, eCommerce scaling appeared first on Mobile Dev Memo by Eric Seufert.

AppLovin released its Q3 2024 earnings yesterday: AppLovin notes in its investor letter that it will rename the "Software Platform" revenue segment to "Advertising Platform," which is an edit that I've made consistently with my analysis of the company's quarterly earnings statements. The reality is that AppLovin's core advertising business captures the entirety of the […]
The post AppLovin Q3 2024 earnings: 66% ad business growth, eCommerce scaling appeared first on Mobile Dev Memo by Eric Seufert.

AppLovin Q3 2024 earnings: 66% ad business growth, eCommerce scaling

<p>The Everything is an Ad Network dynamic, and the increasingly restrictive digital privacy environment that catalyzed it has led to the prodigious growth of new digital advertising channels. Many of these channels, like Uber's, take the form of so-called retail media networks: they insert ads into their owned media properties, allowing advertisers to target against [&#8230;]</p>
<p>The post <a href="https://mobiledevmemo.com/small-platform-syndrome/">Small platform syndrome</a> appeared first on <a href="https://mobiledevmemo.com">Mobile Dev Memo by Eric Seufert</a>.</p>


<div class="mp_wrapper">
  <div class="mepr-unauthorized-excerpt">
    <p>The Everything is an Ad Network dynamic, and the increasingly restrictive digital privacy environment that catalyzed it has led to the prodigious growth of new digital advertising channels. Many of these channels, like Uber's, take the form of so-called retail media networks: they insert ads into their owned media properties, allowing advertisers to target against [&hellip;]</p>
  </div>
  <div class="mepr-unauthorized-message">
    <p>This content is only available to <a href="/subscribe">subscribers</a>. If you are already a subscriber, please <a href="/login"><strong>log in</strong></a> to view this content. If you are not a subscriber, subscriptions start at just $8.99 per month.</p>
  </div>
  <div class="mepr-login-form-wrap">
    </div>
</div>

<p>The post <a href="https://mobiledevmemo.com/small-platform-syndrome/">Small platform syndrome</a> appeared first on <a href="https://mobiledevmemo.com">Mobile Dev Memo by Eric Seufert</a>.</p>


The Everything is an Ad Network dynamic, and the increasingly restrictive digital privacy environment that catalyzed it has led to the prodigious growth of new digital advertising channels. Many of these channels, like Uber's, take the form of so-called retail media networks: they insert ads into their owned media properties, allowing advertisers to target against […]
This content is only available to subscribers. If you are already a subscriber, please log in to view this content. If you are not a subscriber, subscriptions start at just $8.99 per month.
The post Small platform syndrome appeared first on Mobile Dev Memo by Eric Seufert.

The Everything is an Ad Network dynamic, and the increasingly restrictive digital privacy environment that catalyzed it has led to the prodigious growth of new digital advertising channels. Many of these channels, like Uber's, take the form of so-called retail media networks: they insert ads into their owned media properties, allowing advertisers to target against […]
The post Small platform syndrome appeared first on Mobile Dev Memo by Eric Seufert.

Small platform syndrome

<p>My guest on this week&#8217;s episode of the podcast is Paul Bannister, the Chief Strategy Officer at Raptive. Paul is returning to the podcast for the third time; see the first two episodes here and here. Our topic of discussion is Google&#8217;s AI Overviews product, which I profiled in Google&#8217;s Gambit. Among other things, we [&#8230;]</p>
<p>The post <a href="https://mobiledevmemo.com/podcasts-ai-overviews-and-the-prospects-for-the-open-web-with-paul-bannister/">Podcast: AI Overviews and consequences for the open web (with Paul Bannister)</a> appeared first on <a href="https://mobiledevmemo.com">Mobile Dev Memo by Eric Seufert</a>.</p>



<figure data-carousel-extra='{"blog_id":1,"permalink":"https:\/\/mobiledevmemo.com\/podcasts-ai-overviews-and-the-prospects-for-the-open-web-with-paul-bannister\/"}'  class="wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-6 is-layout-flex wp-block-gallery-is-layout-flex">
<figure class="wp-block-image size-large"><a href="https://mobiledevmemo.com/wp-content/uploads/2023/09/MDM_social_share-PhotoRoom.png"><img decoding="async" width="1024" height="538" data-attachment-id="41654" data-permalink="https://mobiledevmemo.com/mdm_social_share-photoroom/" data-orig-file="https://mobiledevmemo.com/wp-content/uploads/2023/09/MDM_social_share-PhotoRoom.png" data-orig-size="1200,630" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="MDM_social_share-PhotoRoom" data-image-description="" data-image-caption="" data-medium-file="https://mobiledevmemo.com/wp-content/uploads/2023/09/MDM_social_share-PhotoRoom-300x158.png" data-large-file="https://mobiledevmemo.com/wp-content/uploads/2023/09/MDM_social_share-PhotoRoom-1024x538.png" tabindex="0" role="button" data-id="41654" src="https://mobiledevmemo.com/wp-content/uploads/2023/09/MDM_social_share-PhotoRoom-1024x538.png" alt="" class="wp-image-41654" srcset="https://mobiledevmemo.com/wp-content/uploads/2023/09/MDM_social_share-PhotoRoom-1024x538.png 1024w, https://mobiledevmemo.com/wp-content/uploads/2023/09/MDM_social_share-PhotoRoom-300x158.png 300w, https://mobiledevmemo.com/wp-content/uploads/2023/09/MDM_social_share-PhotoRoom-768x403.png 768w, https://mobiledevmemo.com/wp-content/uploads/2023/09/MDM_social_share-PhotoRoom.png 1200w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
</figure>



<figure class="wp-block-embed is-type-rich is-provider-spotify wp-block-embed-spotify wp-embed-aspect-21-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<span class="xp0PjuobwYMKIu0HzaZkXORU6XYhfAe8nfDnwGVZyy7WIkE483WsdQTEvGaiBBQH6AlMOrmdqF1qoT1Jl5UPv9FKcchsN"><iframe title="Spotify Embed: Season 4, Episode 10: AI Overviews and consequences for the open web (with Paul Bannister)" style="border-radius: 12px" width="100%" height="152" frameborder="0" allowfullscreen allow="autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture" loading="lazy" src="https://open.spotify.com/embed/episode/3dU0b8DysldPQ8WEKsg0tk?si=1566d6fbf5884e7d&#038;utm_source=oembed"></iframe></span>
</div></figure>



<p>My guest on this week&#8217;s episode of the podcast is <strong><a href="https://www.linkedin.com/in/pauljbannister/">Paul Bannister</a></strong>, the Chief Strategy Officer at <a href="https://raptive.com/">Raptive</a>. Paul is returning to the podcast for the third time; see the first two episodes <a href="https://mobiledevmemo.com/idfa-turtledove-and-the-future-of-privacy/">here</a> and <a href="https://mobiledevmemo.com/podcast-cookie-deprecation-and-privacy-sandbox-with-paul-bannister/">here</a>.</p>



<p>Our topic of discussion is Google&#8217;s AI Overviews product, which I profiled in <strong><em><a href="https://mobiledevmemo.com/googles-gambit/">Google&#8217;s Gambit</a></em></strong>. Among other things, we cover:</p>



<ul class="wp-block-list">
<li>How web publishers perceive AI Overviews;</li>



<li>Whether AI Overviews have yet appreciably impacted publisher traffic;</li>



<li>How AI Overviews might fit into Google&#8217;s broader strategy with respect to the Open Web and Cookie deprecation;</li>



<li>Google&#8217;s claim that AI Overviews result in increased clicks to publisher websites;</li>



<li>Whether AI Overviews can fortify Google against competition from other LLM-based search or chatbots, like Perplexity;</li>



<li>Whether AI Overviews incentivize publishers to license their data to Google in exchange for exposure;</li>



<li>Google&#8217;s Quick View feature;</li>



<li>What it means that Google&#8217;s share of the search advertising market is expected to drop below 50% in 2025.</li>
</ul>



<p>Thanks to the sponsors of this week’s episode of the Mobile Dev Memo podcast:</p>



<ul class="wp-block-list">
<li><strong><a href="https://vibe.co/signup">Vibe</a>. </strong>Vibe is the leading Streaming TV ad platform for small and medium-sized businesses looking for actionable advertising campaign performance.</li>



<li>⁠⁠⁠<a href="https://clarisights.com/"><strong>Clarisights⁠⁠</strong>⁠</a>. Marketing analytics that makes it easy to get answers, iterate fast, and show the impact of your work. <a href="https://clarisights.com/demo"></a>Go to<a href="http://clarisights.com/demo">⁠⁠⁠ clarisights.com/demo⁠⁠⁠</a> to try it out for free.</li>



<li><a href="https://www.incrmntal.com/"><strong>INCRMNTAL</strong>⁠⁠</a>. True attribution measures incrementality, always on.</li>
</ul>



<p>Interested in sponsoring the Mobile Dev Memo podcast? Contact&nbsp;<a href="mailto:info@marketecture.tv">⁠Marketecture⁠</a>.</p>



<p>The Mobile Dev Memo podcast is available on:</p>



<ul class="wp-block-list">
<li><a href="https://podcasts.apple.com/us/podcast/mobile-dev-memo-podcast/id1423753783" target="_blank" rel="noreferrer noopener">Apple Podcasts</a></li>



<li><a href="https://open.spotify.com/show/0RCsc3OW1p9jH5YC0qQTp0?si=jgSk98sURta7aWBpjkTpXg" target="_blank" rel="noreferrer noopener">Spotify</a></li>



<li><a href="https://www.google.com/podcasts?feed=aHR0cHM6Ly9hbmNob3IuZm0vcy80NTM2OWE4L3BvZGNhc3QvcnNz" target="_blank" rel="noreferrer noopener">Google Podcasts</a></li>
</ul>
<p>The post <a href="https://mobiledevmemo.com/podcasts-ai-overviews-and-the-prospects-for-the-open-web-with-paul-bannister/">Podcast: AI Overviews and consequences for the open web (with Paul Bannister)</a> appeared first on <a href="https://mobiledevmemo.com">Mobile Dev Memo by Eric Seufert</a>.</p>


My guest on this week’s episode of the podcast is Paul Bannister, the Chief Strategy Officer at Raptive. Paul is returning to the podcast for the third time; see the first two episodes here and here.
Our topic of discussion is Google’s AI Overviews product, which I profiled in Google’s Gambit. Among other things, we cover:
How web publishers perceive AI Overviews;
Whether AI Overviews have yet appreciably impacted publisher traffic;
How AI Overviews might fit into Google’s broader strategy with respect to the Open Web and Cookie deprecation;
Google’s claim that AI Overviews result in increased clicks to publisher websites;
Whether AI Overviews can fortify Google against competition from other LLM-based search or chatbots, like Perplexity;
Whether AI Overviews incentivize publishers to license their data to Google in exchange for exposure;
Google’s Quick View feature;
What it means that Google’s share of the search advertising market is expected to drop below 50% in 2025.
Thanks to the sponsors of this week’s episode of the Mobile Dev Memo podcast:
Vibe. Vibe is the leading Streaming TV ad platform for small and medium-sized businesses looking for actionable advertising campaign performance.
⁠⁠⁠Clarisights⁠⁠⁠. Marketing analytics that makes it easy to get answers, iterate fast, and show the impact of your work. Go to⁠⁠⁠ clarisights.com/demo⁠⁠⁠ to try it out for free.
INCRMNTAL⁠⁠. True attribution measures incrementality, always on.
Interested in sponsoring the Mobile Dev Memo podcast? Contact ⁠Marketecture⁠.
The Mobile Dev Memo podcast is available on:
Apple Podcasts
Spotify
Google Podcasts
The post Podcast: AI Overviews and consequences for the open web (with Paul Bannister) appeared first on Mobile Dev Memo by Eric Seufert.

My guest on this week’s episode of the podcast is Paul Bannister, the Chief Strategy Officer at Raptive. Paul is returning to the podcast for the third time; see the first two episodes here and here. Our topic of discussion is Google’s AI Overviews product, which I profiled in Google’s Gambit. Among other things, we […]
The post Podcast: AI Overviews and consequences for the open web (with Paul Bannister) appeared first on Mobile Dev Memo by Eric Seufert.

Podcast: AI Overviews and consequences for the open web (with Paul Bannister)

<p>Meta&#160;released&#160;its Q3 2024 earnings results yesterday: Meta beat analyst expectations on revenue and EPS but missed expectations on user base growth, with 3.29BN Daily Active People versus expectations of 3.31BN. The company's net income grew more slowly, year-over-year, than it had since Q2 2023. Meta issued revenue guidance for Q4 of $45-48BN, representing 24% growth [&#8230;]</p>
<p>The post <a href="https://mobiledevmemo.com/meta-q3-2024-earnings-19-revenue-growth-price-per-ad-mostly-flat/">Meta Q3 2024 earnings: 19% revenue growth, price per ad mostly flat</a> appeared first on <a href="https://mobiledevmemo.com">Mobile Dev Memo by Eric Seufert</a>.</p>


<div class="mp_wrapper">
  <div class="mepr-unauthorized-excerpt">
    <p>Meta&nbsp;released&nbsp;its Q3 2024 earnings results yesterday: Meta beat analyst expectations on revenue and EPS but missed expectations on user base growth, with 3.29BN Daily Active People versus expectations of 3.31BN. The company's net income grew more slowly, year-over-year, than it had since Q2 2023. Meta issued revenue guidance for Q4 of $45-48BN, representing 24% growth [&hellip;]</p>
  </div>
  <div class="mepr-unauthorized-message">
    <p>This content is only available to <a href="/subscribe">subscribers</a>. If you are already a subscriber, please <a href="/login"><strong>log in</strong></a> to view this content. If you are not a subscriber, subscriptions start at just $8.99 per month.</p>
  </div>
  <div class="mepr-login-form-wrap">
    </div>
</div>

<p>The post <a href="https://mobiledevmemo.com/meta-q3-2024-earnings-19-revenue-growth-price-per-ad-mostly-flat/">Meta Q3 2024 earnings: 19% revenue growth, price per ad mostly flat</a> appeared first on <a href="https://mobiledevmemo.com">Mobile Dev Memo by Eric Seufert</a>.</p>


Meta released its Q3 2024 earnings results yesterday: Meta beat analyst expectations on revenue and EPS but missed expectations on user base growth, with 3.29BN Daily Active People versus expectations of 3.31BN. The company's net income grew more slowly, year-over-year, than it had since Q2 2023. Meta issued revenue guidance for Q4 of $45-48BN, representing 24% growth […]
This content is only available to subscribers. If you are already a subscriber, please log in to view this content. If you are not a subscriber, subscriptions start at just $8.99 per month.
The post Meta Q3 2024 earnings: 19% revenue growth, price per ad mostly flat appeared first on Mobile Dev Memo by Eric Seufert.

Meta released its Q3 2024 earnings results yesterday: Meta beat analyst expectations on revenue and EPS but missed expectations on user base growth, with 3.29BN Daily Active People versus expectations of 3.31BN. The company's net income grew more slowly, year-over-year, than it had since Q2 2023. Meta issued revenue guidance for Q4 of $45-48BN, representing 24% growth […]
The post Meta Q3 2024 earnings: 19% revenue growth, price per ad mostly flat appeared first on Mobile Dev Memo by Eric Seufert.

Meta Q3 2024 earnings: 19% revenue growth, price per ad mostly flat

<p>Alphabet reported Q3 2024 earnings on Tuesday: Despite the fairly tepid results on the advertising front, Google produced a substantial beat to analyst expectations in Q3, primarily attributed to its cloud unit, which saw revenue increase by 35% year-over-year. Alphabet's stock was up by 4% following its earnings release. One of the more interesting revelations [&#8230;]</p>
<p>The post <a href="https://mobiledevmemo.com/alphabet-q3-2024-earnings-ai-overviews-at-monetization-parity-with-search/">Alphabet Q3 2024 earnings: AI overviews at 1BN MAU, monetization parity with Search</a> appeared first on <a href="https://mobiledevmemo.com">Mobile Dev Memo by Eric Seufert</a>.</p>


<div class="mp_wrapper">
  <div class="mepr-unauthorized-excerpt">
    <p>Alphabet reported Q3 2024 earnings on Tuesday: Despite the fairly tepid results on the advertising front, Google produced a substantial beat to analyst expectations in Q3, primarily attributed to its cloud unit, which saw revenue increase by 35% year-over-year. Alphabet's stock was up by 4% following its earnings release. One of the more interesting revelations [&hellip;]</p>
  </div>
  <div class="mepr-unauthorized-message">
    <p>This content is only available to <a href="/subscribe">subscribers</a>. If you are already a subscriber, please <a href="/login"><strong>log in</strong></a> to view this content. If you are not a subscriber, subscriptions start at just $8.99 per month.</p>
  </div>
  <div class="mepr-login-form-wrap">
    </div>
</div>

<p>The post <a href="https://mobiledevmemo.com/alphabet-q3-2024-earnings-ai-overviews-at-monetization-parity-with-search/">Alphabet Q3 2024 earnings: AI overviews at 1BN MAU, monetization parity with Search</a> appeared first on <a href="https://mobiledevmemo.com">Mobile Dev Memo by Eric Seufert</a>.</p>


Alphabet reported Q3 2024 earnings on Tuesday: Despite the fairly tepid results on the advertising front, Google produced a substantial beat to analyst expectations in Q3, primarily attributed to its cloud unit, which saw revenue increase by 35% year-over-year. Alphabet's stock was up by 4% following its earnings release. One of the more interesting revelations […]
This content is only available to subscribers. If you are already a subscriber, please log in to view this content. If you are not a subscriber, subscriptions start at just $8.99 per month.
The post Alphabet Q3 2024 earnings: AI overviews at 1BN MAU, monetization parity with Search appeared first on Mobile Dev Memo by Eric Seufert.

Alphabet reported Q3 2024 earnings on Tuesday: Despite the fairly tepid results on the advertising front, Google produced a substantial beat to analyst expectations in Q3, primarily attributed to its cloud unit, which saw revenue increase by 35% year-over-year. Alphabet's stock was up by 4% following its earnings release. One of the more interesting revelations […]
The post Alphabet Q3 2024 earnings: AI overviews at 1BN MAU, monetization parity with Search appeared first on Mobile Dev Memo by Eric Seufert.

Alphabet Q3 2024 earnings: AI overviews at 1BN MAU, monetization parity with Search

<p>Reddit, the link-based social network, went public in March 2024, nearly 19 years after being founded. As Reddit disclosed in its S-1, which was filed a few weeks before its IPO, the company generates "substantially all" of its revenue through advertising: 98% in 2022 and 2023, although this number has trended down in 2024 -- [&#8230;]</p>
<p>The post <a href="https://mobiledevmemo.com/unpacking-reddits-1bn-advertising-business/">Unpacking Reddit&#8217;s $1BN advertising business</a> appeared first on <a href="https://mobiledevmemo.com">Mobile Dev Memo by Eric Seufert</a>.</p>


<div class="mp_wrapper">
  <div class="mepr-unauthorized-excerpt">
    <p>Reddit, the link-based social network, went public in March 2024, nearly 19 years after being founded. As Reddit disclosed in its S-1, which was filed a few weeks before its IPO, the company generates "substantially all" of its revenue through advertising: 98% in 2022 and 2023, although this number has trended down in 2024 -- [&hellip;]</p>
  </div>
  <div class="mepr-unauthorized-message">
    <p>This content is only available to <a href="/subscribe">subscribers</a>. If you are already a subscriber, please <a href="/login"><strong>log in</strong></a> to view this content. If you are not a subscriber, subscriptions start at just $8.99 per month.</p>
  </div>
  <div class="mepr-login-form-wrap">
    </div>
</div>

<p>The post <a href="https://mobiledevmemo.com/unpacking-reddits-1bn-advertising-business/">Unpacking Reddit&#8217;s $1BN advertising business</a> appeared first on <a href="https://mobiledevmemo.com">Mobile Dev Memo by Eric Seufert</a>.</p>


Reddit, the link-based social network, went public in March 2024, nearly 19 years after being founded. As Reddit disclosed in its S-1, which was filed a few weeks before its IPO, the company generates "substantially all" of its revenue through advertising: 98% in 2022 and 2023, although this number has trended down in 2024 -- […]
This content is only available to subscribers. If you are already a subscriber, please log in to view this content. If you are not a subscriber, subscriptions start at just $8.99 per month.
The post Unpacking Reddit’s $1BN advertising business appeared first on Mobile Dev Memo by Eric Seufert.

Reddit, the link-based social network, went public in March 2024, nearly 19 years after being founded. As Reddit disclosed in its S-1, which was filed a few weeks before its IPO, the company generates "substantially all" of its revenue through advertising: 98% in 2022 and 2023, although this number has trended down in 2024 -- […]
The post Unpacking Reddit’s $1BN advertising business appeared first on Mobile Dev Memo by Eric Seufert.

Unpacking Reddit’s $1BN advertising business

<p>Snap&#160;released&#160;its Q3 2024 earnings results yesterday: Snap beat analyst expectations on revenue, DAU, and ARPU. The company also announced that it would initiate a share repurchase program of up to $500MM. As I write this, in after-hours trading, Snap's stock is up 10%. Snap notes in its investor letter that its total number of active [&#8230;]</p>
<p>The post <a href="https://mobiledevmemo.com/snap-q3-2024-earnings-continued-strength-in-dr/">Snap Q3 2024 earnings: continued strength in DR</a> appeared first on <a href="https://mobiledevmemo.com">Mobile Dev Memo by Eric Seufert</a>.</p>


<div class="mp_wrapper">
  <div class="mepr-unauthorized-excerpt">
    <p>Snap&nbsp;released&nbsp;its Q3 2024 earnings results yesterday: Snap beat analyst expectations on revenue, DAU, and ARPU. The company also announced that it would initiate a share repurchase program of up to $500MM. As I write this, in after-hours trading, Snap's stock is up 10%. Snap notes in its investor letter that its total number of active [&hellip;]</p>
  </div>
  <div class="mepr-unauthorized-message">
    <p>This content is only available to <a href="/subscribe">subscribers</a>. If you are already a subscriber, please <a href="/login"><strong>log in</strong></a> to view this content. If you are not a subscriber, subscriptions start at just $8.99 per month.</p>
  </div>
  <div class="mepr-login-form-wrap">
    </div>
</div>

<p>The post <a href="https://mobiledevmemo.com/snap-q3-2024-earnings-continued-strength-in-dr/">Snap Q3 2024 earnings: continued strength in DR</a> appeared first on <a href="https://mobiledevmemo.com">Mobile Dev Memo by Eric Seufert</a>.</p>


Snap released its Q3 2024 earnings results yesterday: Snap beat analyst expectations on revenue, DAU, and ARPU. The company also announced that it would initiate a share repurchase program of up to $500MM. As I write this, in after-hours trading, Snap's stock is up 10%. Snap notes in its investor letter that its total number of active […]
This content is only available to subscribers. If you are already a subscriber, please log in to view this content. If you are not a subscriber, subscriptions start at just $8.99 per month.
The post Snap Q3 2024 earnings: continued strength in DR appeared first on Mobile Dev Memo by Eric Seufert.

Snap released its Q3 2024 earnings results yesterday: Snap beat analyst expectations on revenue, DAU, and ARPU. The company also announced that it would initiate a share repurchase program of up to $500MM. As I write this, in after-hours trading, Snap's stock is up 10%. Snap notes in its investor letter that its total number of active […]
The post Snap Q3 2024 earnings: continued strength in DR appeared first on Mobile Dev Memo by Eric Seufert.