Chart of the Week
May 20, 2020

Chart of the Week 05.20.20

TikTok Surpassed 2 Billion Downloads After A Record-Setting Q1 Driven By Stay-At-Home Orders

Earnings Recaps
May 06, 2020

New York Times: 2020 Q1 Earnings

The New York Times Has Capitalized On The Demand For News By Converting Readers To Subscribers

Earnings Recaps
April 30, 2020

Twitter: 2020 Q1 Earnings

Twitter Is Quickly Building More Robust Direct Response Ad Formats To Increase Their Addressable Market

Earnings Recaps
April 29, 2020

Facebook: 2020 Q1 Earnings

A recap of Facebook’s 2020 Q1 Earnings, including a summary of major talking points and key data from financial statements.

Earnings Recaps
April 28, 2020

Google: 2020 Q1 Earnings

Google Advertising Revenue Declined In March As Their Largest Customers Swiftly Reduced Their Spending

Earnings Recaps
April 21, 2020

Snapchat: 2020 Q1 Earnings

Snapchat’s Shift To Direct Response Ads Is Starting To Pay Off As They Can Deliver More Efficient Buys

Chart of the Week
March 11, 2020

Chart of the Week 03.11.20

Elliott Management Is Pushing For New Leadership At Twitter To Improve Company Performance

Earnings Recaps
February 06, 2020

New York Times: 2019 Q4 Earnings

The New York Times Is Raising Prices To A Subset Of Their Digital Subscribers Over The Course Of 2020

Earnings Recaps
February 06, 2020

Twitter: 2019 Q4 Earnings

Twitter Is Redeveloping Their Tech Infrastructure To Better Handle Direct Response Advertisements

Earnings Recaps
February 04, 2020

Snapchat: 2019 Q4 Earnings

Snapchat Is Trying To Improve Hosting Costs In Order To More Efficiently Scale Their High Bandwidth App

Earnings Recaps
February 03, 2020

Google: 2019 Q4 Earnings

Google Is Taking Steps To Integrate Their Products And Create A Unified Ecosystem For Their Users

Earnings Recaps
January 29, 2020

Facebook: 2019 Q4 Earnings

Facebook Is Increasing Its Efforts To Combine Its Products Into A Private, Integrated Social Platform

Earnings Recaps
November 06, 2019

New York Times: 2019 Q3 Earnings

The New York Times Is Adjusting Their Paywall To Encourage More Free Registrations To Read Content

Earnings Recaps
October 30, 2019

Facebook: 2019 Q3 Earnings

Facebook Continues To Face Regulatory Pressures, With The Recent Spotlight On Political Advertising

Earnings Recaps
October 28, 2019

Google: 2019 Q3 Earnings

Google Is Evolving From A Company That Helps People Find Answers To One That Helps Get Things Done

Earnings Recaps
October 24, 2019

Twitter: 2019 Q3 Earnings

Twitter Recently Experienced Tech Issues That Limited Their Utilization Of User Data For Ad Targeting

Earnings Recaps
October 22, 2019

Snapchat: 2019 Q3 Earnings

After Stabilizing The Product, The Focus Is On Improving Monetization By Growing Advertiser Demand

Earnings Recaps
August 07, 2019

New York Times: 2019 Q2 Earnings

The New York Times Is Investing Heavily In Their Content And Product To Drive Subscriber Acquisitions

Earnings Recaps
July 26, 2019

Twitter: 2019 Q2 Earnings

Twitter Is Developing New Features That Make It Easier For Users To Find Events And Topics Of Interest

Earnings Recaps
July 25, 2019

Google: 2019 Q2 Earnings

Google Is Gradually Moving Towards Transactional Products To Maintain The User Relationship Past Search

Earnings Recaps
July 24, 2019

Facebook: 2019 Q2 Earnings

Facebook Paid A $5B Fine To The FTC As They Continue Making Major Changes To Their Business

Earnings Recaps
July 23, 2019

Snapchat: 2019 Q2 Earnings

Snapchat Added 13M Active Users As Recent Improvements To The Application Have Begun To Pay Off

Earnings Recaps
May 08, 2019

New York Times: 2019 Q1 Earnings

The New York Times Is Building Out A Suite Of Subscription Products That Complement Their News Offering

Earnings Recaps
April 29, 2019

Google: 2019 Q1 Earnings

Google Is Making Bigger Strides Into The Hardware Business In Order To Better Control Their Software

Earnings Recaps
April 24, 2019

Facebook: 2019 Q1 Earnings

Facebook Is Redesigning Its Product To Encourage More Private Communication Between Users

Earnings Recaps
April 23, 2019

Twitter: 2019 Q1 Earnings

Twitter Is Increasingly Utilizing AI Across Their Systems To Proactively Combat Malicious User Behavior

Earnings Recaps
April 23, 2019

Snapchat: 2019 Q1 Earnings

Snapchat Has Launched A Gaming Platform To Increase Engagement Amongst Their Core User Base

Chart of the Week
April 17, 2019

Chart of the Week 04.17.19

YouTube Is The Leader In Mobile Consumption, Highlighting The Appeal Of Short-Form Content

Earnings Recaps
February 07, 2019

Twitter: 2018 Q4 Earnings

Twitter Is Building A Platform That Will Stimulate Conversations Around Events, Interests, And Topics

Earnings Recaps
February 06, 2019

New York Times: 2018 Q4 Earnings

The New York Times Is Focusing On Their Digital Product To Reach 10 Million Subscribers By 2025

Earnings Recaps
February 05, 2019

Snapchat: 2018 Q4 Earnings

Snapchat Is Continuing To Add New Product Features, But Is Struggling To Add New Users

Earnings Recaps
February 04, 2019

Google: 2018 Q4 Earnings

Google Is Making Significant Investments In Machine Learning To Add Value Across Their Businesses

Earnings Recaps
January 30, 2019

Facebook: 2018 Q4 Earnings

Facebook Faced A Lot Of Scrutiny In 2018, But Users Have Been Reluctant To Disconnect From The Platform

Earnings Recaps
October 30, 2018

Facebook: 2018 Q3 Earnings

Facebook Is Beginning To Embrace Stories As The Primary Medium For Users To Engage With The Platform

Earnings Recaps
October 25, 2018

Twitter: 2018 Q3 Earnings

Twitter Is Placing An Emphasis On Improving The Health Of The Platform To Support Long-Term Success

Earnings Recaps
October 25, 2018

Snapchat: 2018 Q3 Earnings

Snapchat Is Heavily Investing In Premium Video Content That Is Created Specifically For Mobile Devices

Earnings Recaps
October 25, 2018

Google: 2018 Q3 Earnings

Google Is Developing More Hardware Products To Build Out An Ecosystem For Android Users

Earnings Recaps
August 07, 2018

Snapchat: 2018 Q2 Earnings

Snap Continues To Face Challenges As They Pivot From A Social Network To A Content Platform

Earnings Recaps
July 27, 2018

Twitter: 2018 Q2 Earnings

Twitter Is Concentrating On Events To Organize Conversations And Improve Engagement

Earnings Recaps
July 25, 2018

Facebook: 2018 Q2 Earnings

New GDPR Regulations Giving Users More Control Over Data Privacy Is Already Impacting Advertising Yields

Earnings Recaps
July 23, 2018

Google: 2018 Q2 Earnings

Google Will Need To Make Swift Decisions In Order To Comply With New EU Regulations Within 90 Days

Earnings Recaps
May 01, 2018

Snapchat: 2018 Q1 Earnings

Snapchat Is Redesigning The App To Be A Communication Service And Content Platform

Earnings Recaps
April 25, 2018

Twitter: 2018 Q1 Earnings

Twitter Is Utilizing Live Video Content To Deepen Engagement On The Platform

Earnings Recaps
April 25, 2018

Facebook: 2018 Q1 Earnings

Cambridge Analytica Scandal Has Cast A Shadow Over The Use Of Consumer Data To Improve The Platform

Earnings Recaps
April 23, 2018

Google: 2018 Q1 Earnings

Google Is Deepening Their Relationship With Publishers In Order To Continue Growth In Mobile Search

Earnings Recaps
February 08, 2018

Twitter: 2017 Q4 Earnings

Twitter Wants To Be The Primary Source To Answer The Question: What’s Happening Now?

Earnings Recaps
February 06, 2018

Snapchat: 2017 Q4 Earnings

Snapchat Is Evolving From A Communication Tool To A Content Distributor

Earnings Recaps
February 01, 2018

Google: 2017 Q4 Earnings

Google’s Revenues Grew 23% In 2017 On The Strength Of Its Mobile Advertising Capabilities

Earnings Recaps
January 31, 2018

Facebook: 2017 Q4 Earnings

Facebook Has Started To Make Major Changes To Its News Feed To Encourage Social Interactions