Google’s Network business is vestigial (part 2) In Q3 2025, Alphabet’s advertising business, broadly, saw 12.7% growth, with 14.5% growth in Search and 15.0% growth in YouTube. One segment contracted: Network. YouTube is scaling on CTV, experiencing revenue tailwinds from direct response CTV units and accelerated subscription growth. Meanwhile, Search is benefiting from a secular shift to an AI-infused consumer interaction model. Yet Network, Google's lowest-margin advertising business, is in systemic decline. Network is tethered to a surface area that is increasingly ceding consumer engagement to a host of other media and now represents less than 10% of the company's overall advertising revenue. Put another way: it is vestigial. mobiledevmemo.com/googles-ne…

One year after the Draghi report's dramatic call to action NOTHING has changed in the EU. To change what we do, we need to change dramatically how Europe operates. Our Manifesto explains the necessary reforms. constitutionofinnovation.eu/

Time is a flat circle. (from @__paleologo)

67% of flights cancelled or delayed departing from Newark; 77% at LaGuardia flightaware.com/live/cancell…

Imagine having this name and 1) working at a pod and 2) covering oil and not AI heavy TMT during this generational stock market run. I hope he’s having a career year (no reason to think he’s not an awesome person)

Google’s Network business is vestigial (part 2) mobiledevmemo.com/googles-ne…

AI, creative destruction, and digital advertising mobiledevmemo.com/ai-creativ…

Find you someone who talks about you the way @eric_seufert talks about ads

"Ads is a growth engine, not just for ecommerce, not just for tech bros, but for everything, it is the beating heart of the economy." "Without ads there would be fewer small businesses in his country." - @eric_seufert

AppLovin Q3 2025 earnings: ad revenue up 68%, first results from international mobiledevmemo.com/applovin-q…

$3 pints of High Life and a view of the Charles River.

AppLovin Q3 2025 earnings: ad revenue up 68%, first results from international mobiledevmemo.com/applovin-q…

Can an LLM evaluate ad creative? 🎙️ Our Partner @lfiaschi86 joins @eric_seufert on the Mobile Dev Memo podcast to discuss our recent research paper with Colgate-Palmolive on using LLMs & Synthetic consumers to score product concepts. Upcoming Webinar dub.link/deAEgkv

In weighting the odds of these three outcomes, I like to consider the most credible person proposing that each is likely.

The analytics companies that publish estimated mobile app revenue lost their access to ground truth data with ATT, and their approximations have become less reliable with the general shift to web stores. Reminder: “directionally correct” doesn’t mean “accurate within some acceptable degree of error.” It refers to trend alignment.

Google’s Network business is vestigial (part 2) mobiledevmemo.com/googles-ne…

Using historical growth rates, Netflix's estimated Ad Supported MAU is 121MM.

Netflix introduced a new metric, Monthly Active Viewers (MAV), yesterday. MAV captures the number of accounts that have watched at least one minute of ads on Netflix in a month, multiplied by estimated average account household size.

We need a moratorium on OpenAI public appearances and press releases to stabilize the market.

Snap Q3 2025 earnings: 8% DR advertising growth, SMB contribution grows 25% mobiledevmemo.com/snap-q3-20…