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Evaluating the Impact of Privacy Regulation on E-Commerce Firms: Evidence from Apple’s App Tracking Transparency

Management Science · Academic Paper · 1 Aug 2026 · Empirical research · Paywalled · Editor's rating: No stars

Apple's ATT cut Meta ad click-through by 37% and hit revenue of Meta-dependent e-commerce firms by 8-40%, mostly smaller ones.

Summary

Novel data on advertiser spending and revenue quantifies the effects of privacy regulation.

Editor's opinion

Apple's ATT cut Meta ad click-through by 37% and hit revenue of Meta-dependent e-commerce firms by 8-40%, mostly smaller ones.

Key concepts

App Tracking Transparency · privacy · advertising · e-commerce

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