- In the past nine quarters, Meta Platforms y/y revenue growth has outperformed Tinuiti ad spend growth by a maximum of 4%.
- Meta Platforms revenue growth underperformed Tinuity ad spend growth in only two quarters, Q4 2021 and Q1 2022. The underperformance was more pronounced in Q4 2021. The only explanation I can think of is that Tinuiti probably underestimated the impact of Apple privacy changes which came into effect in April 26, 2021. In their Q3 2021 report, Tinuiti said, “The effects of the Apple App Tracking Transparency (ATT) prompt are continuing to become
clearer.” That means they weren’t sure about its impact. - Excluding, Q4 2021 and Q1 2022, Meta has outperformed Tinuiti by an average of 2%.
- The only thing that has changed in Tinuiti Methodology is the amount of digital spend under management.
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