@2PMinc

Analyzing the connections between media, brand, retail, and data. Sign up for the free weekly letter in the footer: https://xitter.cf/t.co/vYmeWvCRFp. 2PM means "to polymaths."

 For Deep Generalists šŸ‘‡šŸ½
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Joined March 2016
  • Tweets6.8K
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  • Followers25.7K
1.7KMedia
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Member Data: eCommerce eats retail 2pml.com/2022/04/01/rundle/

Member Data: eCommerce Eats Retail

Imagine traditional retail and online retail sprinting around the track. Traditional retail would be the human sprinter and eCommerce would be personified by a robotic sprinter, one that is incapabā€¦

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News: @lululemon revenue passed @UnderArmourā€™s in 2021 Power 3: Nike Adidas Lululemon
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News: according to Bloomberg, Apple and Meta gave user data to hackers who used forged legal requests
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News: @irleslie joins @hashtagpaid team as Editor in Chief.
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From our latest memo, the expansion of Apple Private Relay may be the next shoe to drop for digital advertisers. From Meta to Snapchat, the IP address has been key to recent workarounds for conversion tracking. mailchi.mp/2pml.com/no825-53ā€¦

No. 825: Another Hit.

Apple's Private Relay may impact your ad spend by Winter 2022

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Memo: Apple's Property Tax 2pml.com/2022/03/28/appletaxā€¦

Memo: Appleā€™s Property Tax

For Apple, hardware is the afterthought. Content, digital land, and privacy is at the forefront. Two announcements in the past 24 hours confirms as much. This week, Apple won its first Oscar for beā€¦

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Apple grew its advertising business from $300M to $4B between 2017 and 2021. It's no surprise Facebook needed to not only name a new game ("Metaverse"), but completely rebrand themselves to align with it.
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Why are they like this? šŸ˜‚
2PM@2PMinc28 Mar 2022
News: @FashionNovaā€™s SMS marketing
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News: @FashionNovaā€™s SMS marketing
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Oof, those ad impressions... via @2PMinc 2pml.com/2022/03/28/appletaxā€¦

Memo: Appleā€™s Property Tax

For Apple, hardware is the afterthought. Content, digital land, and privacy is at the forefront. Two announcements in the past 24 hours confirms as much. This week, Apple won its first Oscar for beā€¦

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No. 825: ANOTHER HIT šŸ“‰ This edition explains how Apple will continue to impact advertising efficacy on platforms like Facebook, Snapchat, Twitter, and Youtube. mailchi.mp/2pml.com/no825-53ā€¦

No. 825: Another Hit.

Apple's Private Relay may impact your ad spend by Winter 2022

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News: @michaelrubin is at it again, WWE and Fanatics announce a long-term sports platform partnership.
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Apple generated $300 million in ad revenue in 2017 and $4 billion in ad revenue in 2021. Thatā€™s a bit faster than Facebookā€™s growth to $4 billion between 2009 and 2012.
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NEW: The Uber x Yellow Cab deal represents mutual surrender. Uber needs more drivers, Yellow Cab needs Uberā€™s audience. 2pml.com/2022/03/25/surrendeā€¦

Member Anecdote: Surrender

The word ā€œsurrenderā€ is the theme of the moment for two long-rivaled entities. Thereā€™s a scene from the television adaption of Mike Isaacā€™s best-selling book ā€œSuper Pumpedā€ that foretold this weekā€™ā€¦

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News: Beyond Meat jerky now exists.
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News: @Apple (+) was the first streaming service to win best picture.
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The Monday Letter returns tomorrow: Subscribe.2pml.com/today

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Yuga Labs (the creator of Bored Apes) has raised $450 million & is now valued at $4 billion. Their 2021 financials are WILD. Revenue: $138 million Net Profit: $127 million (92% margins) The company was founded just 14 months ago & only had 11 full-time employees in January šŸ¤Æ
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Archives: The Newly Rich 2pml.com/2021/08/29/rich/

Memo: The Newly Rich

In 2020, OpenSea, the worldā€™s biggest NFT marketplace, recorded $21 million in transaction volume. On August 8, 2021 alone, it transacted $79 million. Countless articles have been written to ā€¦

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This was inspired by a conversation with an SEC official. Regulations are coming. 2pml.com/2022/03/23/apecoin/

Memo: Planet of the Apes

We are living in a brave new world, a planet of the apes. This week, decentralized autonomous organizations (DAOs) took another step into the mainstream with the airdrop of Bored Ape Yacht Club-licā€¦

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