Out of curiosity, what Google/FB numbers are you using?
updated duopoly #s. new IAB data came out yesterday. easy to run vs earnings for goog and fb, it's evident everyone else is zero sum game.pic.twitter.com/wolgdpfcxp
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10-Qs. FB includes Canada as they don't split US/Canada. Goog assumes advertising is ~90% of US which it is for global.
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may overestimate Google US depending on accounting for global licensing etc. CA used to be 9% of FB NA traffic.
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right. But since it's just looking at growth, the impact of both is fairly muted. Call it a 2% swing either way - tops.
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could be a lot more.
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and some other players are doing pretty well. Not as well as Google and FB of course. But still.
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true. Point isn't that no one else is growing. It's that they're competing for $ that aren't growing in aggregate.
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yeah, the trend is even more worrying.
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@allisonmchang US ads mkt is zero sum (~1% GDP). Hard to argue co. like Snap or Pinterest wouldn't take shares from GOOGL or FB -
meh. Most G/FB growth taking share of offline particularly DR markets. Snap has no data, prob taking TV $$$.
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Agreed - would liken Snap to Twitter re: lack of structured data. Offerings are fundamentally different from FB/GOOG.
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exactly, nailed it. And the difference from twitter is they have a scaled, visual palette rather than mostly text.
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curious how the 'everyone else' bucket is calculated - which companies are factored in and what numbers are used for them?
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Take IAB incremental growth for US ad industry and back out duopoly (Goog + FB).
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does IAB incremental growth account for Snap, Pinterest and other private ad tech players?
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yes, you can read their methodology but should capture total digital ad spend.https://www.iab.com/insights/iab-internet-advertising-revenue-report-conducted-by-pricewaterhousecoopers-pwc-2/ …
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the third row is just an average. Some within that will be doing great. Others will be failing, like always.
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exactly. Same is case among our 80 premium publisher members. The point is the overall third row isn't growing relative to duopoly.
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but given that there will always be some that fail, it never will be. The duopoly are obviously just the cream of the crop.
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closing in on 70% of the revenue and 100% of the revenue growth and don't create any content. Completely abnormal / unhealthy.
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is it not just a time of general recession that Google and Facebook and, say, the rest of the top 20, are outperforming?
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