Latest ideas and analyses related to digital advertising

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
GOOGL

+15 pts



Great report. Was trying to figure out where margins will go at Google, as have been wondering how many more ads they can cram into...

By realmomobags on Sept. 9, 2022, 3:54 a.m.
Tagged topics: digital advertising , deep dive

Views: 1, Votes: 1, Responses: 0, Attachments: 0
GOOGL

+64 pts



Unpacking The Google Services Segment Revenue & Profit

By mooreideas on Sept. 8, 2022, 11:27 a.m.
Tagged topics: digital advertising , deep dive

Views: 48, Votes: 9, Responses: 1, Attachments: 1
AMZN , META , GOOGL

+34 pts



$AMZN Key takeaways from AMZN aggregator call with Forum Brands Founder/Co-CEO

By puckerman17 on July 13, 2022, 11:58 a.m.
Tagged topics: digital advertising , expert analysis

Views: 21, Votes: 4, Responses: 0, Attachments: 1
AAPL , GOOGL , META

+1 pts



thanks!...

By grinch123.yjy on July 7, 2022, 9:48 p.m.
Tagged topics: digital advertising , TikTok

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AMZN

+1 pts



Great...

By james0915 on July 7, 2022, 8:49 a.m.
Tagged topics: digital advertising , Prime members , eCommerce , Prime Day , analyst top pick , Jefferies

Views: 4, Votes: 1, Responses: 0, Attachments: 0
META , GOOGL , AAPL

+50 pts



US Digital Advertising Q2'22 Preview: Analyzing The Industry Debates & Estimates

By ethonomics on July 6, 2022, 6:38 p.m.
Tagged topics: digital advertising , TikTok

Views: 65, Votes: 8, Responses: 1, Attachments: 1
AMZN

+43 pts



Amazon 3rd Largest Scaled Ad Platform; AMZN Advertising Both High Growth & High Margin; Retailers Pushing Into Ads TAM

By scorpioduck on June 16, 2022, 1:32 p.m.
Tagged topics: digital advertising , deep dive

Views: 41, Votes: 7, Responses: 0, Attachments: 1
AAPL

+35 pts



$AAPL Advertisements: Mobile Ad Growth & Apple's Relevance with Large Audience is a Winning Combination

By realjoe on June 15, 2022, 4:50 p.m.
Tagged topics: digital advertising , deep dive

Views: 17, Votes: 4, Responses: 0, Attachments: 1
AAPL , GOOGL , FB , SNAP , TWTR

+23 pts



Conversions APIs are built on third party and first party signal. Post-IDFA removal world, AAPL reducing signal for platforms outside of on-site. Makes measuring 'real'...

By toma.anthony on June 6, 2022, 4:35 p.m.
Tagged topics: digital advertising , App Tracking Transparency

Views: 27, Votes: 7, Responses: 0, Attachments: 0
GOOGL , FB , SNAP , TWTR , AAPL

+44 pts



Last Stage of Grief—How the Ad Industry is Embracing A New Privacy-Centric Future

By cassie on June 6, 2022, 1:30 p.m.
Tagged topics: digital advertising , App Tracking Transparency

Views: 167, Votes: 7, Responses: 1, Attachments: 1
SNAP

+1 pts



thanks!...

By grinch123.yjy on May 25, 2022, 9:42 p.m.
Tagged topics: digital advertising

Views: 1, Votes: 1, Responses: 0, Attachments: 0
SNAP

+38 pts



$SNAP Americas Technology: Internet: Snap Provides Updated Guidance; Framing Initial Thoughts For Digital Advertising

By ethonomics on May 25, 2022, 4:53 p.m.
Tagged topics: digital advertising

Views: 27, Votes: 4, Responses: 1, Attachments: 1
MGNI , NFLX

+35 pts



$MGNI's Upside from $NFLX's New Ad Tier

By junkfoodlover on April 25, 2022, 2:44 p.m.
Tagged topics: streaming , digital advertising

Views: 27, Votes: 2, Responses: 0, Attachments: 1
TTD , NFLX

+39 pts



$TTD - Ads on Netflix - Potential Big Positive for TTD

By puckerman17 on April 21, 2022, 1:01 p.m.
Tagged topics: digital advertising

Views: 192, Votes: 4, Responses: 0, Attachments: 1
AMZN , FB , GOOGL , SNAP , TWTR , PINS

+1 pts



thanks...

By grinch123.yjy on April 20, 2022, 10:13 p.m.
Tagged topics: digital advertising , channel checks

Views: 1, Votes: 1, Responses: 0, Attachments: 0
SNAP , FB , APP , IS , PINS

+41 pts



Who Is Most (and Least) Exposed to Fingerprinting Risk?

By realjoe on April 20, 2022, 4:48 p.m.
Tagged topics: digital advertising , fingerprinting

Views: 165, Votes: 6, Responses: 0, Attachments: 1
AMZN , FB , GOOGL , SNAP , TWTR , PINS

+1 pts



thanks...

By grinch123.yjy on April 14, 2022, 9:57 p.m.
Tagged topics: digital advertising , channel checks

Views: 1, Votes: 1, Responses: 0, Attachments: 0
GOOGL , FB , SNAP , TWTR , PINS , AMZN

+44 pts



Ad checks indicate supply chain not a major issue, but IDFA and macro headwinds remain

By realjoe on April 13, 2022, 11:50 a.m.
Tagged topics: digital advertising , channel checks

Views: 155, Votes: 4, Responses: 2, Attachments: 1
FB , SNAP

+38 pts



$FB - Ad experts see headwinds

By phenphen on March 31, 2022, 11:19 a.m.
Tagged topics: analyst checks , digital advertising , TikTok

Views: 149, Votes: 3, Responses: 0, Attachments: 1
IS

+35 pts



$IS - Second Channel Check Heading into Ontario Launch in Two Weeks

By josiebe on March 28, 2022, 10:56 a.m.
Tagged topics: digital advertising

Views: 14, Votes: 3, Responses: 0, Attachments: 1