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My handwaving analysis would be that advertising around search is slowing and instead mostly growing around content - this is because the web has matured and us
by jcfrei 7y ago
My handwaving analysis would be that advertising around search is slowing and instead mostly growing around content - this is because the web has matured and users are now educated on what it has to offer. They spend less time searching and browsing the web and instead spend most of the time consuming content (via streaming services and social feeds) through established platforms (youtube, instagram, netflix, spotify, twitch, etc.). And Alphabet's main content platform youtube is somewhat harder to monetize.
- tyingq 7y ago"advertising around search is slowing" I think it's just finally tied directly to growth of internet use. Their YoY gains used to exceed it because they were grabbing more above the fold space every year, experimenting with different ad looks, etc. I believe the well of new tricks is drying up... everything above the fold is an ad now for high value queries. That's not a bad place to be.. it's just not as comparatively nice as consistently doing better than general growth. I suppose one caveat is that they make less on mobile ads versus desktop, and desktop share continues to shrink.
- robertAngst 7y agoI don't think I've ever used google so much. The search feature in particular. Even navigating my own website is faster with a google search than to click on 3 links.
- danielcampos93 7y agoacquition cost.