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1 Season 5, Episode 16: Quantifying the impact of ATT (with Daniel McCarthy) 47:55
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Play Later Play Later Lists Like LikedMy guest on this week’s episode of the podcast is Daniel McCarthy , who is an Associate Professor of Marketing at the University of Maryland’s Robert H. Smith School of Business. The topic of our conversation is a draft paper for which Daniel is a co-author: Evaluating the Impact of Privacy Regulation on E-Commerce Firms: Evidence from Apple’s App Tracking Transparency . I cited this paper in Could ATT be rolled back? , and we unpack the paper’s findings in detail in the episode. Among other things, we discuss: Background on the paper, including its general methodology and principal findings; Why so little academic research has been dedicated to the effects of ATT; The qualities of small business marketing that made it disproportionately susceptible to the restrictions of ATT; How SMBs have adapted to ATT; The consequences of ATT on lower-funnel metrics and how the impact of ATT on upper-funnel metrics might be misleading; The misapprehensions or points of confusion about ATT that are most common; Thanks to the sponsors of this week’s episode of the Mobile Dev Memo podcast: INCRMNTAL . True attribution measures incrementality, always on. Clarisights . Marketing analytics that makes it easy to get answers, iterate fast, and show the impact of your work. Go to clarisights.com/demo to try it out for free. ContextSDK . ContextSDK uses over 200 smartphone signals to detect a user’s real-world context, allowing apps to deliver perfectly timed push notifications and in-app offers. Interested in sponsoring the Mobile Dev Memo podcast? Contact Marketecture .…
1 Season 5, Episode 15: Spotify's down-funnel advertising ambitions (with Lee Brown and Per Sandell) 44:24
44:24 Play Later Play Later Lists Like Liked44:24
Play Later Play Later Lists Like LikedIn this episode of the podcast, I speak with Lee Brown , Spotify’s Global Head of Ad Business & Platform, and Per Sandell , Spotify’s VP of Product, about Spotify's recent advertising product expansion, including its Spotify Ad Exchange (SAX) and its mobile app install product. Among other things, we discuss: The history of Spotify's advertising platform, which predates the Everything is an Ad Network phenomenon; The current state of Spotify advertising, including the product announcements made at Spotify's advertising event in New York City last week; How Spotify is bringing generative AI to audio; How performance advertisers use Spotify's advertising platform; The options for targeting on Spotify's platform; What role Spotify sees its ad exchange playing in the programmatic ecosystem; How Spotify plans to eventually automate ad placements and insertions. Thanks to the sponsor of this week’s episode of the Mobile Dev Memo podcast: INCRMNTAL . True attribution measures incrementality, always on. Clarisights . Marketing analytics that makes it easy to get answers, iterate fast, and show the impact of your work. Go to clarisights.com/demo to try it out for free. ContextSDK . ContextSDK uses over 200 smartphone signals to detect a user’s real-world context, allowing apps to deliver perfectly timed push notifications and in-app offers. Interested in sponsoring the Mobile Dev Memo podcast? Contact Marketecture . The Mobile Dev Memo podcast is available on: Apple Podcasts Spotify Google Podcasts…
1 Season 5, Episode 14: The full-funnel marketing philosophy (with Alex Schultz) 46:37
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Play Later Play Later Lists Like LikedMy guest on this week’s episode of the podcast is Alex Schultz , the CMO and VP of Analytics at Meta. Among other things, Alex manages marketing, analytics, and internationalization for the company and directed its rebrand from Facebook to Meta. Additionally, Alex recently wrote a book, Click Here , which is currently available for pre-order. Among other things, we discuss: Alex’s background and long tenure at Meta; Alex’s distaste for the term “performance marketing” and his philosophy around full-funnel management; Whether Alex’s background in analytics has made him a more effective CMO; How AI will impact the marketing profession in the near and medium terms; Whether the marketing function necessarily becomes more product-focused when AI-enabled automation can handle campaign optimization, audience segmentation, and creative production; How marketers can better embrace AI; How the quantitative frameworks for growth change when a company reaches 1BN+ user scale; The aspects of growth marketing least understood by the general public. Thanks to the sponsor of this week’s episode of the Mobile Dev Memo podcast: INCRMNTAL . True attribution measures incrementality, always on. Clarisights . Marketing analytics that makes it easy to get answers, iterate fast, and show the impact of your work. Go to clarisights.com/demo to try it out for free. ContextSDK . ContextSDK uses over 200 smartphone signals to detect a user’s real-world context, allowing apps to deliver perfectly timed push notifications and in-app offers. Interested in sponsoring the Mobile Dev Memo podcast? Contact Marketecture .…
1 Season 5, Episode 13: The evolving TV advertising ecosystem (with James Borow) 40:51
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Play Later Play Later Lists Like LikedMy guest on this week's episode is James Borow , the Vice President of Product and Engineering at Comcast's new Universal Ads effort, which was introduced this January . James was previously the Global Director of Product Strategy at Snap. The topic of our conversation is the evolving TV advertising ecosystem. Among other things, we discuss: The current state of performance advertising on TV; The historical process of buying linear TV advertising inventory; The boundaries between CTV and linear TV advertising; How advertisers approach measurement with CTV; Where YouTube fits into the CTV space; What linear TV can do to provide performance capabilities to marketers; The demographics of TV that make it attractive to marketers. Thanks to the sponsors of this week’s episode of the Mobile Dev Memo podcast: INCRMNTAL . True attribution measures incrementality, always on. ContextSDK . ContextSDK uses over 200 smartphone signals to detect a user’s real-world context, allowing apps to deliver perfectly timed push notifications and in-app offers. Interested in sponsoring the Mobile Dev Memo podcast? Contact Marketecture . The Mobile Dev Memo podcast is available on: Apple Podcasts Spotify Google Podcasts…
1 Season 5, Episode 12: A deep dive on dating apps (with George Hadjia) 48:15
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Play Later Play Later Lists Like LikedThis week, I speak with George Hadjia , the founder and Chief Investment Officer of Bristlemoon Capital , a long-short hedge fund. George publishes regular insights on his firm's blog , including a recent post on Match Group , the company that operates Tinder and Hinge. The topic of our conversation is the dating app market and its prospects for growth after the tumultuous COVID era. Among other things, we discuss: The impact of COVID on the dating app market; Whether consumer attitudes have soured on dating apps; The demographic component to the decline of these apps, and how engagement varies by age; The upper limit on how large any one app can get; How defensible these scaled dating app businesses are; The match-making dilemma; Whether advertising is an opportunity. Thanks to the sponsors of this week’s episode of the Mobile Dev Memo podcast: INCRMNTAL . True attribution measures incrementality, always on. ContextSDK . ContextSDK uses over 200 smartphone signals to detect a user’s real-world context, allowing apps to deliver perfectly timed push notifications and in-app offers. Interested in sponsoring the Mobile Dev Memo podcast? Contact Marketecture . The Mobile Dev Memo podcast is available on: Apple Podcasts Spotify Google Podcasts…
1 Season 5, Episode 11: The evolution of browser gaming (with Antti Jäderholm) 43:10
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Play Later Play Later Lists Like LikedMy guest on this week's episode of the podcast is Antti Jäderholm , the founder and COO of Ray Browser , a web browser built and optimized for gaming. In our conversation, we discuss: The history of browser gaming and where it stands today; The limitations that have historically prevented the browser from becoming a mainstream platform for AAA-quality gaming; The forces of change that are expanding the browser gaming category; The current size of the browser gaming market, and it is expected to grow in the medium term; The web technologies that enable high-fidelity browser gaming experiences; Whether most console streaming services will end up in the browser. Thanks to the sponsors of this week’s episode of the Mobile Dev Memo podcast: INCRMNTAL . True attribution measures incrementality, always on. ContextSDK . ContextSDK uses over 200 smartphone signals to detect a user’s real-world context, allowing apps to deliver perfectly timed push notifications and in-app offers. Interested in sponsoring the Mobile Dev Memo podcast? Contact Marketecture .…
1 Season 5, Episode 10: Podcast: Understanding "Brandformance" marketing (with Jess Jacobs) 46:55
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Play Later Play Later Lists Like LikedMy guest on this week's episode of the podcast is Jess Jacobs , the CMO of MDVIP , having previously served in senior marketing roles at Shopify and Wayfair. The topic of our conversation is Brandformance marketing -- or brand-oriented marketing pursued with specific sensibilities around directly-measurable business objectives. Among other things, we discuss: The definition “brandformance," and differentiation between brandformance and traditional brand marketing; The approach to measurement that best integrates top-of-funnel brand marketing into a performance marketing workflow; The common characteristics across marketing teams that are effective at utilizing both brand and direct response tactics; What companies tend to get wrong about brandformance; Why brand marketing is incorrectly viewed as less analytically rigorous than direct response marketing; The optimal level of integration between brand and direct response efforts; Whether a CMO can capably manage both brand and direct response initiatives. Thanks to the sponsors of this week’s episode of the Mobile Dev Memo podcast: INCRMNTAL . True attribution measures incrementality, always on. ContextSDK . ContextSDK uses over 200 smartphone signals to detect a user’s real-world context, allowing apps to deliver perfectly timed push notifications and in-app offers. Interested in sponsoring the Mobile Dev Memo podcast? Contact Marketecture . The Mobile Dev Memo podcast is available on: Apple Podcasts Spotify Google Podcasts…
1 Season 5, Episode 9: AdTech M&A and the business cycle (with Terence Kawaja) 47:45
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Play Later Play Later Lists Like LikedMy guest on this episode of the podcast is Terence Kawaja , the CEO and founder of LUMA Partners , a boutique investment bank focusing on the digital media sector. Terry is a high-profile advisor for transactions in the marketing and advertising spaces, and LUMA Partners publishes the infamous LUMAscapes market maps for those ecosystems. The topics of our discussion include: Terry's general perspective on the digital advertising fundraising and M&A environment at the start of 2025; Why 2024 was so slow regarding digital advertising fundraising and M&A; Whether AdTech M&A follows the general business cycle; Whether the social media platforms are acquisitive; How the changing composition of the FTC impacts the outlook for ad tech M&A; Which companies might be underestimated as buyers of AdTech; Whether the widespread adoption of AI tools within the digital advertising space is an accelerant for M&A; Whether the current digital media environment is closely comparable to any historical point in time. Thanks to the sponsors of this week’s episode of the Mobile Dev Memo podcast: INCRMNTAL . True attribution measures incrementality, always on. Clarisights . Marketing analytics that makes it easy to get answers, iterate fast, and show the impact of your work. Go to clarisights.com/demo to try it out for free. ContextSDK . ContextSDK uses over 200 smartphone signals to detect a user’s real-world context, allowing apps to deliver perfectly timed push notifications and in-app offers. Interested in sponsoring the Mobile Dev Memo podcast? Contact Marketecture . The Mobile Dev Memo podcast is available on: Apple Podcasts Spotify Google Podcasts…
1 Season 5, Episode 8: The state of eCommerce in 2025 (with Rishabh Jain) 44:08
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Play Later Play Later Lists Like LikedMy guest on this episode of the podcast is Rishabh Jain , the CEO and co-founder of FERMÀT Commerce , an eCommerce advertising optimization platform. This is Rishabh's third appearance on the podcast (see one and two ). I invited Rishabh back to the podcast to provide a broad overview of the state of eCommerce advertising at the outset of 2025. Among other things, we discuss: Rishabh's outlook on eCommerce this year; Meta's opportunities with Advantage+ Shopping Campaigns (ASC); Whether Meta is purposefully slow-rolling the introduction of generative AI tools for ad creative; Whether generative AI for ad creative will be captured entirely by the big platforms by necessity; TikTok shop; How Shopify's advertising products might evolve over the next 3-5 years; The rise of incrementality among eCommerce merchants; Rishabh's spiciest AppLovin take. Thanks to the sponsors of this week’s episode of the Mobile Dev Memo podcast: INCRMNTAL . True attribution measures incrementality, always on. Clarisights . Marketing analytics that makes it easy to get answers, iterate fast, and show the impact of your work. Go to clarisights.com/demo to try it out for free. ContextSDK . ContextSDK uses over 200 smartphone signals to detect a user’s real-world context, allowing apps to deliver perfectly timed push notifications and in-app offers. Interested in sponsoring the Mobile Dev Memo podcast? Contact Marketecture .…
1 Season 5, Episode 7: Understanding the EU's AI Act (with Mikołaj Barczentewicz) 54:53
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Play Later Play Later Lists Like LikedMy guest on this week's episode of the podcast is Mikołaj Barczentewicz . Mikołaj has appeared on the podcast a number of times -- he's a professor of law at the University of Surrey and holds a PhD in Law from the University of Oxford. He also regularly publishes thoughtful commentary on the EU regulatory landscape on his Substack . In this episode of the podcast, among other topics, we discuss: The EU's AI Act, which was passed in July 2024; The broad status of AI regulation in the EU; The Hamburg DPA's proposal that large language models do not store personal data and whether that view might be adopted broadly; The EDPB's updated guidance on the ePrivacy Directive; Google's decision to route cookie deprecation in Chrome through consent and whether the CMA is likely to accept that. Thanks to the sponsors of this week’s episode of the Mobile Dev Memo podcast: INCRMNTAL . True attribution measures incrementality, always on. Clarisights . Marketing analytics that makes it easy to get answers, iterate fast, and show the impact of your work. Go to clarisights.com/demo to try it out for free. ContextSDK . ContextSDK uses over 200 smartphone signals to detect a user’s real-world context, allowing apps to deliver perfectly timed push notifications and in-app offers. Interested in sponsoring the Mobile Dev Memo podcast? Contact Marketecture .…
1 Season 5, Episode 6: The intended and unintended consequences of privacy regulation (with John Lynch and JP Dube) 39:00
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Play Later Play Later Lists Like LikedMy guests on this week's episode of the podcast are John Lynch and JP Dube . John is the University of Colorado Distinguished Professor at the Leeds School of Business, University of Colorado-Boulder, and JP is the James M. Kilts Distinguished Service Professor of Marketing at the University of Chicago Booth School of Business. Together, along with a number of co-authors, they have written a draft paper titled The Intended and Unintended Consequences of Privacy Regulation for Consumer Marketing , which is the subject of our conversation. Among other things, we discuss: The various compromises that are inherent in instituting privacy-related data restrictions; What regulators and government officials get wrong about personalized advertising; The difference between consumers' stated and revealed privacy preferences; The benefits to consumers of privacy; The potential win-win proposition of personalized advertising and price discrimination; How the GDPR should be instructive for US policymakers. Thanks to the sponsors of this week’s episode of the Mobile Dev Memo podcast: INCRMNTAL . True attribution measures incrementality, always on. Clarisights . Marketing analytics that makes it easy to get answers, iterate fast, and show the impact of your work. Go to clarisights.com/demo to try it out for free. ContextSDK . ContextSDK uses over 200 smartphone signals to detect a user's real-world context, allowing apps to deliver perfectly timed push notifications and in-app offers. Interested in sponsoring the Mobile Dev Memo podcast? Contact Marketecture .…
"Half the money I spend on advertising is wasted; the trouble is, I don't know which half." Knowing the context of his work, my view of the infamous quote attributed to John Wanamaker is that advertising measurement is fundamentally and necessarily uncertain, even in success. This surfaces another, in my view, invalid interpretation of the quote: that advertising is only effective when it can be measured perfectly, absolutely, and with total precision. To my mind, this has been the prevailing view within digital advertising sector: that advertising measurement is inherently defined by total, deterministic precision. This is the measurement myth. In this podcast, I’ll unpack the measurement myth and why I believe the digital advertising ecosystem is abandoning it in favor of more holistic, statistically sophisticated, and scalable approaches to advertising attribution and measurement. I’ll discuss some of the methodologies at the frontier of advertising attribution that are alleviating the need for deterministic identity in advertising measurement and how their use allows advertisers to materially expand the reach of their messaging, and what the implications of that are for the digital economy. Resources referenced / cited in this podcast: CapitalOne Mobile e-Commerce Statistics Sensor Tower 5 Year Market Forecast IAB 2025 Outlook Study Meta’s Renaissance Everything is an ad network Netflix and Disney+ advertising, two years in Flying blind Last-click attribution, deterministic measurement, and Wittgenstein’s ruler A Comprehensive Guide to Bayesian Marketing Mix Modeling Podcast: Understanding Interoperable Private Attribution (with Ben Savage) What is Federated Learning in digital advertising? Thanks to the sponsors of this week’s episode of the Mobile Dev Memo podcast: Vibe . Vibe is the leading Streaming TV ad platform for small and medium-sized businesses looking for actionable advertising campaign performance. INCRMNTAL . True attribution measures incrementality, always on. Interested in sponsoring the Mobile Dev Memo podcast? Contact Marketecture . The Mobile Dev Memo podcast is available on: Apple Podcasts Spotify Google Podcasts…
1 Season 5, Episode 4: The state of mobile programmatic advertising in 2025 (with Pan Katsukis) 46:22
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Play Later Play Later Lists Like LikedIn this episode of the podcast, I speak with Pan Katsukis , the CEO of Remerge , a mobile DSP. Our conversation centers around the state of mobile programmatic advertising. Among other things, we discuss: How the mobile programmatic space has evolved in recent years; The misconceptions that advertisers have about mobile programmatic; The mistakes that advertisers make when they first explore programmatic; The targeting techniques that you see advertisers have the most success with in programmatic; The typical platform budget split with programmatic; The type of non-gaming inventory that is available in the programmatic sphere; Whether gaming companies can be successful in buying non-gaming inventory programmatically; The measurement challenges with mobile programmatic? Thanks to the sponsors of this week’s episode of the Mobile Dev Memo podcast: Vibe . Vibe is the leading Streaming TV ad platform for small and medium-sized businesses looking for actionable advertising campaign performance. INCRMNTAL . True attribution measures incrementality, always on. Interested in sponsoring the Mobile Dev Memo podcast? Contact Marketecture .…
1 Season 5, Episode 3: Marketing experiments and probabilistic measurement (with Koen Pauwels and Julian Runge) 51:41
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Play Later Play Later Lists Like LikedIn this episode of the podcast, I'm joined by two academics -- Julian Runge from Northwestern University's Medill School and Koen Pauwels from Northeastern University -- for a conversation about the methodological (and stylistic) distinction between marketing experimentation and probabilistic measurement. Julian has previously appeared on the podcast and recently contributed a guest article for Mobile Dev Memo, and he and I have co-authored a number of articles (including this Harvard Business Review piece ). Koen runs the Marketing and Metrics blog as well as the Pauwels on Marketing newsletter on LinkedIn. Some of the topics addressed in our discussion include: Experimentation in marketing measurement; The most popular techniques for probabilistic measurement, and how they are implemented; How a firm can integrate experimentation into its marketing measurement efforts; How firms tend to improperly implement Media Mix Modeling; Whether it is possible to measure incrementality for a specific channel, using that channel's tools; How marketers should think about demonstrating the value of their efforts; How the value of brand equity can be measured and integrated into marketing measurement; How a firm should think about experimentation and opportunity cost. Thanks to the sponsors of this week’s episode of the Mobile Dev Memo podcast: Vibe . Vibe is the leading Streaming TV ad platform for small and medium-sized businesses looking for actionable advertising campaign performance. INCRMNTAL . True attribution measures incrementality, always on. Interested in sponsoring the Mobile Dev Memo podcast? Contact Marketecture . The Mobile Dev Memo podcast is available on: Apple Podcasts Spotify Google Podcasts…
Meta’s trajectory over the past few years has been defined by its response to Apple’s App Tracking Transparency, or ATT, privacy policy, with its recovery serving as a blueprint for success in the modern digital advertising operating environment. And in adapting to ATT, Meta may have executed one of the most remarkable, wholesale business model transitions in modern corporate history. The company transformed the core engagement model of its two flagship products, Facebook and Instagram, while re-engineering the digital advertising infrastructure that serves as the singular revenue engine of its business. And in doing so, Meta grew its stock price from a low point of less than $100 in February 2023 -- a level the company hadn't seen since 2016 -- to over $600 today. How did Meta go from a 4% year-over-year revenue decline in Q3 2022, with Mark Zuckerberg earnestly entreating investors to remain patient, to 25% revenue growth in Q3 2023? And what catalyzed both of these inflections? In this podcast, I’ll tell the story of Meta’s renaissance : the factors that led to the company’s tumultuous decline in 2022 and, critically, what the company changed to invigorate growth in 2023 and 2024. Resources referenced in this podcast: Understanding conversion optimization in digital advertising Facebook’s App Event Optimization tool showcases the power of its data in Q1 earnings Digital Advertising, Demand Routing, and the Millionaires’ Mall The changing face of mobile marketing with event-based bidding Facebook may take 7% revenue hit from Apple privacy changes The App Tracking Transparency recession The perilous mythology of Brand Marketing for digital products The big economy of small advertisers Evaluating the Impact of Privacy Regulation on E-Commerce Firms: Evidence from Apple's App Tracking Transparency (working paper) Unpacking Meta’s pivot to an open graph and short-form video Meta Platforms, Inc. (META) Morgan Stanley 2024 Technology, Media & Telecom Conference (Transcript) Unpacking Meta’s Q2 2022 earnings: measurement still looms large Is CAPI future-proof? Meta’s AEM update and the disappearing IP address Understanding Google’s Universal App Campaign (UAC) changes What comes next after Facebook’s VO campaign strategy? Generative AI for ad creative: five value milestones Thanks to the sponsors of this week’s episode of the Mobile Dev Memo podcast: Vibe . Vibe is the leading Streaming TV ad platform for small and medium-sized businesses looking for actionable advertising campaign performance. INCRMNTAL . True attribution measures incrementality, always on. Interested in sponsoring the Mobile Dev Memo podcast? Contact Marketecture . The Mobile Dev Memo podcast is available on: Apple Podcasts Spotify Google Podcasts…
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It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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