“Apple iOS ad changes played out worse than virtually anyone had expected” -- JMorgan analyst Doug Anmuth
Read More Snap, crackle and drop: Apple's ad tracking rules strike again
“It’s like Apple Search Ads has gone from playing in the minor leagues to winning the World Series" From Patrick McGee's "Apple’s privacy changes create windfall…
Apple's aggressive privacy campaign may be starting to resonate on Madison Ave. From a note to clients by analyst Amit Daryanani that landed on my desktop…
Read More Evercore: 'Ethical advertising' could be a $20 billion industry for Apple
Android is always listening
4 years ago
4 years agoReal time analysis (pdf) by an international team of scientists found that all roads through Android lead to Google.
Zuck feels Cook's sting
4 years ago
4 years agoFrom MarketWatch's "Facebook stock falls after exec highlights impacts from Apple privacy changes" posted Wednesday.
Apple's machinery for personalizing ads -- based on your web and news browsing -- was turned on by default. In iOS 15 it requires consent.
Read More Apple makes yet another move to fend off regulators
"We have noted in prior research that GOOG is likely paying to ensure Microsoft doesn’t outbid it." -- Analyst Toni Sacconaghi
Read More Bernstein says Google's FY21 payments to Apple might reach nearly $15B
From Erik Savitz' "Apple Has Been Quietly Building a Digital Ad Business. Here Are the Numbers." posted Saturday on Barrons.com.
Read More Bernstein's Toni Sacconaghi: Apple's ad biz will pull in $3 billion in fiscal 2021
From "Banner Quarter From Facebook, Google Could Mask Apple’s Bite" ($) in Wednesday's Wall Street Journal.
Read More WSJ: Facebook and Google will feel Apple's sting next quarter
From the Wall Street Journal’s “After Apple Tightens Tracking Rules, Advertisers Shift Spending Toward Android Devices" posted Monday.
Read More Apple ad prices have plummeted, Android's have soared
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