Snapchat Investor Day 2021
A summary of Snapchat’s Investor Day where they provided more insight into their growth initiatives in advertising and augmented reality, updates to new products, and overall strategic priorities.
Twitter: 2020 Q4 Earnings
Twitter Has Released Its New MAP Product, Allowing Advertisers To Test And Learn From Its Improvements
Snapchat: 2020 Q4 Earnings
Snapchat Is Having Early Success Getting Its User Base To Engage With Their TikTok Clone, Spotlight
New York Times: 2020 Q4 Earnings
The New York Times Is Building Out A Portfolio Of Subscription Services Around Their Core News Product
Facebook: 2020 Q4 Earnings
Facebook Is Seeing Increasing Ad Demand, But The Implementation Of IDFA Looms Large In Early 2021
Chart of the Week 01.27.21
In Its First Decade, ByteDance Surpassed The Early Revenue Growth Of The Domestic Tech Giants
New York Times: 2020 Q3 Earnings
The New York Times Has Benefited From The Elongated News Cycle In 2020 As It Crosses 7M Subscribers
Facebook: 2020 Q3 Earnings
Facebook Is Moving Quickly To Develop Tools That Help Small Businesses Shift Their Sales Online
Google: 2020 Q3 Earnings
Google Is Facing Increasing Regulatory Scrutiny Over Their Dominant Position In Search Across Platforms
Twitter: 2020 Q3 Earnings
Twitter Has Further Delayed The Release Of Its Revamped Mobile Ad Product Until Next Year
Snapchat: 2020 Q3 Earnings
Snapchat Is Improving Measurement Capabilities To Attract More Big Brand Advertisers To Their Content
Chart of the Week 08.26.20
In Less Than Two Years, TikTok Has Become One Of The Most Used Social Networks In America
New York Times: 2020 Q2 Earnings
The New York Times Has 5.5M Digital Subscribers And Is On To Pace To Hit Their Target Of 10M By 2025
Facebook: 2020 Q2 Earnings
Facebook Has Seen Some Of Their Biggest Advertisers Boycott The Platform Over The Last Few Months
Google: 2020 Q2 Earnings
Google Advertising Revenue Declined From Last Year, As The Pandemic Has Impacted User Behavior
Twitter: 2020 Q2 Earnings
Twitter Is Taking Big Steps To Reduce Their Reliance On Brand Advertising Around Big Events
Snapchat: 2020 Q2 Earnings
Snapchat Experienced A Significant Slow Down In Revenue Growth, But Are Seeing Signs Of A Recovery
Chart of the Week 06.10.20
Kids Have Predictably Spent Even More Time With Mobile Apps During The COVID-19 Shutdown
Chart of the Week 05.20.20
TikTok Surpassed 2 Billion Downloads After A Record-Setting Q1 Driven By Stay-At-Home Orders
New York Times: 2020 Q1 Earnings
The New York Times Has Capitalized On The Demand For News By Converting Readers To Subscribers
Twitter: 2020 Q1 Earnings
Twitter Is Quickly Building More Robust Direct Response Ad Formats To Increase Their Addressable Market
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.
Google: 2020 Q1 Earnings
Google Advertising Revenue Declined In March As Their Largest Customers Swiftly Reduced Their Spending
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 03.11.20
Elliott Management Is Pushing For New Leadership At Twitter To Improve Company Performance
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
Twitter: 2019 Q4 Earnings
Twitter Is Redeveloping Their Tech Infrastructure To Better Handle Direct Response Advertisements
Snapchat: 2019 Q4 Earnings
Snapchat Is Trying To Improve Hosting Costs In Order To More Efficiently Scale Their High Bandwidth App
Google: 2019 Q4 Earnings
Google Is Taking Steps To Integrate Their Products And Create A Unified Ecosystem For Their Users
Facebook: 2019 Q4 Earnings
Facebook Is Increasing Its Efforts To Combine Its Products Into A Private, Integrated Social Platform
New York Times: 2019 Q3 Earnings
The New York Times Is Adjusting Their Paywall To Encourage More Free Registrations To Read Content
Facebook: 2019 Q3 Earnings
Facebook Continues To Face Regulatory Pressures, With The Recent Spotlight On Political Advertising
Google: 2019 Q3 Earnings
Google Is Evolving From A Company That Helps People Find Answers To One That Helps Get Things Done
Twitter: 2019 Q3 Earnings
Twitter Recently Experienced Tech Issues That Limited Their Utilization Of User Data For Ad Targeting
Snapchat: 2019 Q3 Earnings
After Stabilizing The Product, The Focus Is On Improving Monetization By Growing Advertiser Demand
New York Times: 2019 Q2 Earnings
The New York Times Is Investing Heavily In Their Content And Product To Drive Subscriber Acquisitions
Twitter: 2019 Q2 Earnings
Twitter Is Developing New Features That Make It Easier For Users To Find Events And Topics Of Interest
Google: 2019 Q2 Earnings
Google Is Gradually Moving Towards Transactional Products To Maintain The User Relationship Past Search
Facebook: 2019 Q2 Earnings
Facebook Paid A $5B Fine To The FTC As They Continue Making Major Changes To Their Business
Snapchat: 2019 Q2 Earnings
Snapchat Added 13M Active Users As Recent Improvements To The Application Have Begun To Pay Off
New York Times: 2019 Q1 Earnings
The New York Times Is Building Out A Suite Of Subscription Products That Complement Their News Offering
Google: 2019 Q1 Earnings
Google Is Making Bigger Strides Into The Hardware Business In Order To Better Control Their Software
Facebook: 2019 Q1 Earnings
Facebook Is Redesigning Its Product To Encourage More Private Communication Between Users
Twitter: 2019 Q1 Earnings
Twitter Is Increasingly Utilizing AI Across Their Systems To Proactively Combat Malicious User Behavior
Snapchat: 2019 Q1 Earnings
Snapchat Has Launched A Gaming Platform To Increase Engagement Amongst Their Core User Base
Chart of the Week 04.17.19
YouTube Is The Leader In Mobile Consumption, Highlighting The Appeal Of Short-Form Content
Twitter: 2018 Q4 Earnings
Twitter Is Building A Platform That Will Stimulate Conversations Around Events, Interests, And Topics
New York Times: 2018 Q4 Earnings
The New York Times Is Focusing On Their Digital Product To Reach 10 Million Subscribers By 2025
Snapchat: 2018 Q4 Earnings
Snapchat Is Continuing To Add New Product Features, But Is Struggling To Add New Users
Google: 2018 Q4 Earnings
Google Is Making Significant Investments In Machine Learning To Add Value Across Their Businesses
Facebook: 2018 Q4 Earnings
Facebook Faced A Lot Of Scrutiny In 2018, But Users Have Been Reluctant To Disconnect From The Platform
Facebook: 2018 Q3 Earnings
Facebook Is Beginning To Embrace Stories As The Primary Medium For Users To Engage With The Platform
Twitter: 2018 Q3 Earnings
Twitter Is Placing An Emphasis On Improving The Health Of The Platform To Support Long-Term Success
Snapchat: 2018 Q3 Earnings
Snapchat Is Heavily Investing In Premium Video Content That Is Created Specifically For Mobile Devices
Google: 2018 Q3 Earnings
Google Is Developing More Hardware Products To Build Out An Ecosystem For Android Users
Snapchat: 2018 Q2 Earnings
Snap Continues To Face Challenges As They Pivot From A Social Network To A Content Platform
Twitter: 2018 Q2 Earnings
Twitter Is Concentrating On Events To Organize Conversations And Improve Engagement
Facebook: 2018 Q2 Earnings
New GDPR Regulations Giving Users More Control Over Data Privacy Is Already Impacting Advertising Yields
Google: 2018 Q2 Earnings
Google Will Need To Make Swift Decisions In Order To Comply With New EU Regulations Within 90 Days
Snapchat: 2018 Q1 Earnings
Snapchat Is Redesigning The App To Be A Communication Service And Content Platform
Twitter: 2018 Q1 Earnings
Twitter Is Utilizing Live Video Content To Deepen Engagement On The Platform
Facebook: 2018 Q1 Earnings
Cambridge Analytica Scandal Has Cast A Shadow Over The Use Of Consumer Data To Improve The Platform
Google: 2018 Q1 Earnings
Google Is Deepening Their Relationship With Publishers In Order To Continue Growth In Mobile Search
Twitter: 2017 Q4 Earnings
Twitter Wants To Be The Primary Source To Answer The Question: What’s Happening Now?
Snapchat: 2017 Q4 Earnings
Snapchat Is Evolving From A Communication Tool To A Content Distributor
Google: 2017 Q4 Earnings
Google’s Revenues Grew 23% In 2017 On The Strength Of Its Mobile Advertising Capabilities
Facebook: 2017 Q4 Earnings
Facebook Has Started To Make Major Changes To Its News Feed To Encourage Social Interactions