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»earnings call

A storm is coming.
Meta’s Revenue Dropped For The First Time Ever In Q2, As It Faces TikTok, Signal Loss And Weak Ad Demand

If revenue falls in the metaverse, does it make a sound? For the first time in Meta’s history, it reported a year-over-year decline in total revenue, down 1% in the second quarter, to $28.8 billion – missing analyst estimates of $28.94 billion. Ad revenue was down YoY from $28.58 billion to $28.152 billion. The total… Continue reading »
by Allison Schiff // July 28th, 2022 //
»
Facebook’s Stock Nosedives On Gloomy Guidance (But Look Over Here, We’ve Got Reels!)

Facebook is pivoting to video – short-form, this time. Woot. All aboard, I guess. But as Mark Zuckerberg extolled the virtues of Facebook’s TikTok clone, Reels, on the company’s earnings call Wednesday afternoon (apparently it’s the fastest-growing content format in terms of engagement on Instagram), Meta’s share price was experiencing an alarming and precipitous slide.… Continue reading »
by Allison Schiff // February 3rd, 2022 //
»
Snapchat's DAUs clocked in at 280 million, a 22% increase YoY across both iOS and Android. Its Android user base is now larger than its iOS user base.
Snap Signals Big Growth In Q2, Even As AppTrackingTransparency Enforcement Looms

Snapchat is growing up. Well, its ad tech is, at any rate. The youthful makeup of Snapchat’s user base is still one of its biggest selling points for advertisers. But competing against Facebook, Google and even Twitter for direct response dollars requires a big investment. DR spending was up during the pandemic across most large… Continue reading »
by Allison Schiff // April 23rd, 2021 //
»
In Its First Quarter Since Going Public, PubMatic Grew Revenue 64% To $56.2 Million

PubMatic, in its first earnings call since going public, reported Q4 revenue of $56.2 million, a 64% increase from the year before. The company was also profitable, with a 72% gross margin. The exchange’s stock rose 10% in after-hours trading. Despite the pandemic, PubMatic grew revenue 31% for the full year, totaling $148.7 million. That… Continue reading »
by Sarah Sluis // February 23rd, 2021 //
»
Netflix Acknowledges For The First Time That Disney Is A Competitive Threat

There was a time when Netflix CEO Reed Hastings was glib when people asked about the competition. He’d point to sleep and video games like Fortnite as the streaming giant’s main rivals for attention. But on Netflix’s third quarter earnings call on Wednesday, Hastings was a lot less flip. “Disney will be a great competitor… Continue reading »
by Allison Schiff // October 17th, 2019 //
»
Desktop Looking Downright Marginal As Mobile Contributes 76% To Facebook’s Q2 Revs

Facebook is mostly an app company now. Desktop monetization of Facebook’s owned and operated properties keeps shrinking both in actual numbers and as a percentage of the overall business. In the second quarter of 2015, desktop revenue shrank 8% and contributed less than one-fourth of Facebook’s total ad revenue, the company said in its earnings disclosure… Continue reading »
by Zach Rodgers // July 29th, 2015 //
»
Twitter Turns In A Respectable Q2, But There’s Still Work To Do

Twitter finally appears to be catching the worm. Or at least its Q2 isn’t a can of worms à la last quarter’s earnings leak. The company reported a solid Q2, beating Wall Street’s expectations with a 61% year-over-year increase in revenue to $502 million for the quarter, 25% of which came from direct-response – the “fastest-growing… Continue reading »
by Allison Schiff // July 28th, 2015 //
»
Nielsen Q4: ‘Total Audience’ Is Where It’s At

Measurement mogul Nielsen is bullish on its evolving digital measurement capabilities – but panels aren’t going anywhere, said CEO Mitch Barns. “The future of measurement is not about choosing between panels and big data,” Barns told investors on an earnings call Thursday. “It’s about combining high-quality panels with granular data sets for the best of both… Continue reading »
by Allison Schiff // February 12th, 2015 //
»
TripAdvisor Q4: Mobile Traffic Up, But Monetization Isn’t There Yet

The majority of TripAdvisor’s revenue came from advertising in Q4 2014. Of TripAdvisor’s reported $288 million in fourth-quarter revenue – up 35% from Q3 – $181 million came from click-based advertising (63% of total revenue) and $36 million from display (13% of total revenue). Display CPMs were up for more than 2,000 advertisers in TripAdvisor’s network, President… Continue reading »
by Allison Schiff // February 11th, 2015 //
»
Q3: Millennial Media Chugs Along, Has Programmatic On The Brain

Like last quarter, Millennial Media’s revenue is up – and profits are down. The mobile ad tech platform, which has been vocal about it’s desire to expand its programmatic capabilities, is clearly still in a period of transition. Though Millennial Media clocked a 24.4% YoY increase in revenue in Q3 2014 to $69.8 million, the… Continue reading »
by Allison Schiff // November 6th, 2014 //
»
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