Browse the Archive: August 2025 (Free Edition) : U of Digital

U of Digital Newsletter: August 6, 2025 (Free Edition)

Meta (👍): Revenue was up 22% to $47.52B, beating estimates. Ad revenue was up 21% to $46.56B, driven by higher ad prices, strong demand, and AI-driven efficiency gains.

U of Digital Newsletter: August 13, 2025 (Free Edition)

Revenue was up 19% to $694M, beating estimates, but growth decelerated from 26% a year ago. CFO Laura Schenkein departed, replaced by Alex Kayyal.

U of Digital Newsletter: August 20, 2025 (Free Edition)

The Information reported last week🔒 that Walmart renegotiated its deal with The Trade Desk and removed its exclusivity clause, which will let advertisers use Walmart's shopper data through other DSPs.

U of Digital Newsletter: August 27, 2025 (Free Edition)

Macy's just became the first major retailer to partner with Amazon's Retail Ad Service, allowing Amazon to power sponsored product ads on Macy's website.