Bily

[Bily @bily5260]

@Ad_Quant Crying rn, taking it for the team

[Bily @bily5260]

@workstation1234 @diabyismael Another weird instance is that in 05/07's report, the budget share from Tiktok is 2.8% while the report from just a week after is 4.99% almost doubling but the share delta displayed on the report is -0.02%. Very hard to understand how these budget share are accounted for.

[Bily @bily5260]

@workstation1234 @diabyismael I do find their number confusing, for example, in the 06/25 report, the budget share from Applovin is 1.83% and is 1.76% in the most recent report. However the reported delta is +0.02%.

[bryan 🧉 @BryanBumgardner]

https://t.co/10g6IJeuVp

[Bily @bily5260]

Also note that there is a huge cvr & roas boost from last week(first week of GA) compared to previous week with small lift in budget share.

[Bily @bily5260]

Recommend read for $APP from Northbeam
https://t.co/Cn47BUxMAL
Quote "can a new ad platform give you profitable net new customer acquisition at scale? It sure looks like AppLovin is doing just that."

[Bily @bily5260]

This is huge coming from Bryan of Northbeam, looks forward to the data today

[Ecomm Cowboy @ecommcowboy]

20-40% of multi-million dollar ad budgets... on @AppLovin?

Insane ad platform breakdown by @BryanBumgardner of @Northbeam.

Here are the big opportunities:
- Snapchat. If you’re culturally tapped into niche audiences.
- YouTube. More people watch it than you think.
- AppLovin. Mobile ads are working.
- TikTok. Duh.

And the new Pinterest CEO is making some major improvements, though not ready for big ad spend yet.

The primary problem is getting good measurement.

If you can lock that in, you will be surprised.

This is why we work with Northbeam.

[Bily @bily5260]

@WisemanCap Rip

[Bily @bily5260]

@Ad_Quant @DoucheBagInvest What a day

[Bily @bily5260]

@rfvivas This is great! Do you think this will become generally available after some testing?

[Bily @bily5260]

@Ad_Quant Finger crossed

[AppLovin @AppLovin]

We know what every top-performing ad and advertiser has in common

The hooks. The formats. The CTAs. How often the best advertisers ship new creative.

We'll share every benchmark - but only if enough of you want it.

Join the waitlist 👇

[Dr Vinnie Boombatz @halfblindmonkey]

UBS out with their digital ad checks, reads pos for $GOOGL and $APP, neg for $TTD and $PINS

"The final stretch of Stephen Ju’s advertising ad expert series carried on this week with yesterday’s experts revising digital ad budgets higher for 2026 as market troughed in April and feedback proving most positive for Google and Applovin.

$APP (Directionally +ve): The largest beat in the quarter at 36.5% YOY vs 28.4% projected with our expert noting breakthrough for nongaming clients. The platform continues to perform well and ROAS for non-gaming clients improved 12.5% QOQ. 2026 budgets are now 30% vs 27.5% prior.

$GOOGL (Directionally +ve): Aggregate outperformance of 7.1% YOY and 120bps higher vs forecast. On a segment basis, Search growth came in at 4.9% and YouTube 12.9% vs 4.0% and 11.5% anticipated respectively. The better than expected YouTube growth was driven largely by world cup promotional content. In 2026, Search and YouTube budgets are revised to 4.6% and 12% from 4.0% and 10.7% respectively as the former is expected to benefit from financial services / insurance and political spending while the latter will see the return of college and pro sports content in the fall.

$TTD (Directionally -ve): Reported 6.1% growth YOY or 190bps shortfall as our expert pulled budgets out of its core business but added some back into political given the platform's high exposure on the latter. That said, the platform has significant exposure to auto which continues to lag on the aggregate - approx 10-12% of its revenue is derived from the vertical. Aside from Amazon, our expert noted that Magnite continues to take share aggressively from The Trade Desk. 2026 forecast is now projected at 7% vs 8.5% prior.

$PINS (Directionally -ve): Modest shortfall of 5% YOY vs 5.3% anticipated. Our expert once again suggested that compressed user growth remains top of mind, while click through rates did not improve, and CPMs have climbed higher by 3% (vs Google and Meta which are down). 2026 budgets were revised down to 5.5% from 5.9% prior."

[Bily @bily5260]

@DavidWeinetayg haters hate

[Bily @bily5260]

@OddStats got it thanks for clarifying. Have a great weekend

[Bily @bily5260]

@OddStats doesn't that mean we aren't in bear market?

[Bily @bily5260]

@manonginusa @Durian_Invest @Boqll5Tppdalvtw 难道安卓和pc不用存储？

[Bily @bily5260]

@mathlonning I doubt there is any reading at this point since it just started on Tuesday lol, today movement is more due to sell off in software.