2Q25 Media & Internet PM Chartbook
Access the 2Q25 Media & Internet PM Chartbook
A concise yet comprehensive resource featuring over 25+ slides of charts, tables, and insights on key trends and performance drivers across our Media & Internet tickers. This streamlined resource provides a quick, high-level read while capturing the essential data and bigger-picture insights you need.
Inside the Chartbook:
Digital Advertising & Social Media: Platform-tracked growth and engagement trends (GOOGL, META, PINS, RDDT)
iOS App Store External Payment Update: Impact of external payment links on US subscriber gross adds (SPOT)
Content-Driven Platforms: Ongoing usage and engagement trends (NFLX, RBLX, TTWO, EA, DUOL)
Telecom: Impact of early 618 promos on iPhone sell-through in China (AAPL)
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