Mobile Dev Memo

5 days ago | mobiledevmemo.com | Eric Seufert

AppLovin reported its Q1 2025 earnings last week: AppLovin beat analyst expectations on both revenue and earnings. Its stock traded up by as much as 15% in after-hour earnings following the release. AppLovin provided Q2 revenue guidance for its advertising business of between $1.195BN to $1.215BN. This guidance excludes revenue from the company's Apps business […] This content is only available to subscribers. If you are already a subscriber, please log in to view this content.

1 week ago | mobiledevmemo.com | Eric Seufert

Apple confronts a vortex of challenges at the moment. Last week, the company was found to have violated an injunction related to the original ruling in the Epic Games v. Apple case, the details of which I discuss in Tim Cook chose poorly (I provide a history of the case up to that point in […] This content is only available to subscribers. If you are already a subscriber, please log in to view this content. If you are not a subscriber, subscriptions start at just $8.99 per month. Remember Me

1 week ago | mobiledevmemo.com | Eric Seufert

My guest on this episode of the podcast is Nilay Patel, the head of product at Kohort, a cohort analytics platform (full disclosure: I’m an advisor to the company). In our conversation, we discuss the profound power of cohort analysis in decision-making, not just related to marketing spend but across all disciplines within a digital-first company.

2 weeks ago | mobiledevmemo.com | Eric Seufert

Meta released its Q1 2025 earnings results on Wednesday: Meta beat analyst expectations on revenue and issued guidance for Q2 that was roughly consistent with forecasts. Meta's earnings contrasted sharply with Snap's, reported a few days earlier. Snap had declined to issue guidance for Q2, citing “uncertainty with respect to how macro economic conditions may evolve in […] This content is only available to subscribers. If you are already a subscriber, please log in to view this content.

2 weeks ago | mobiledevmemo.com | Eric Seufert

Yesterday, Judge Yvonne Gonzalez Rogers, who has presided over the Epic Games v. Apple case since it was brought by Epic in 2020, ruled that Apple violated an injunction issued in 2021 that compelled Apple to allow developers to link to external account management systems, including for payments.