RECEIPT #SEUFER
JAN 04, 2021
PREDICTION BY
Eric Seufert“I believe that Apple's upcoming iOS privacy changes will significantly harm Facebook's revenue, causing a roughly 7% revenue impairment in Q2 2021 in the base case scenario.”
FOLLOW-UP
Meta itself estimated ATT cost it ~$10B in 2022 (~8% of ad revenue), validating Seufert's base case almost exactly — and he called it 9 months before ATT even rolled out.
ORIGINAL SOURCE
Mobile Dev MemoEVIDENCE