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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
How Alphabet's shift from links to AI summaries reorders discovery, monetization, and the open web's referral economy.
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Free
Search referrals are choppy, AI Overviews cannibalize clicks, and $60M in licensing revenue doesn't offset monetization risk.
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Free
As chatbots monetize every query, the contest shifts from model quality to revenue capture.
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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
Weighing YouTube's $60B revenue, AI integration, and regulatory risks under antitrust principles.
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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
The trilemma of advancing AI, preserving ad revenue, and managing regulatory friction puts Alphabet at a crossroads.
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Free
With AI-generated answers and machine-to-machine traffic, the old measurement playbook is obsolete.
