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Free
Strong Q2 Search growth funds AI and Cloud bets amid rising competitive and attribution risks
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Free
Core search still grows 17% but fewer than 25% of queries carry ads — and AI answers may shrink that further
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Free
Bear case sees higher capital intensity and lower query revenue
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Free
Why 0.25% yield and 4.42% payout leave buybacks and valuation as true drivers
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Free
As Walmart and Google forge a programmatic alliance, the industry must confront the difference between measured lift and true incrementality.
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Free
An analysis of measurement failures, attribution risks, and the cyclical vulnerabilities threatening Google's ad revenue.
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Free
With AI-generated answers and machine-to-machine traffic, the old measurement playbook is obsolete.
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Free
How autonomous ad buying, vanishing impressions, and black-box attribution are rewriting marketing's oldest problem.
