Business developments read for their policy consequences: platform and publisher earnings, advertising expenditure shifts, acquisitions under regulatory review, disclosed lobbying spending, and the compliance costs firms report. Analysis connects a company's financial position to the positions it takes in consultations. For analysts, journalists and policy professionals.
Platform earnings, advertising spend, acquisitions and compliance costs reported for what they reveal about the pressure behind policy positions.
A consent decree binds a company to court-supervised conduct for decades, and the Facebook order of 2019 shows both the reach and the limits of the instrument.
Aleksandr Komarov
A 2026 FEC rule sets the legal floor for who must be named as an ad's payor online — and platform policies like Google's verification system go well beyond it, with their own gaps.
Aleksandr Komarov
While OpenAI struck flat-fee licensing deals, Perplexity built a per-use revenue-sharing program — a different theory of the publisher relationship, still unproven at scale.
Aleksandr Komarov
Meta, TikTok and YouTube each publish detailed content-moderation numbers, but their headline metrics measure different things, and no regulator currently requires a shared standard.
Aleksandr Komarov
Microsoft built one of the largest news audiences on earth without employing reporters, then spent a decade dismantling it — a case study in what happens when traffic is infrastructure you rent rather than own.
Aleksandr Komarov