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The economy gets worse. Ad spending goes down. Google's search revenue decreases. Mozilla's search deal with Google is less profitable.

• syshum 6y ago
  Do you a source that google ad revenue is down? YouTube Ad Inventory, seems to be WAY UP, as many of the youtubers that were not getting ads before are saturated with ads today. Further I do not believe their Search deal is dependent on Advertising at all, it is about number of searchs, and being the default not a % of ad spend
  • rsanek 6y ago
    Let me Google that for you: https://www.statista.com/statistics/267606/quarterly-revenue-of-google/ https://www.statista.com/statistics/267606/quarterly-revenue... Revenue is down two consecutive quarters. It is well-known that the vast majority of Google's revenue comes from ads (see eg https://www.forbes.com/sites/greatspeculations/2019/12/24/is-google-advertising-revenue-70-80-or-90-of-alphabets-total-revenue/#344887644a01 https://www.forbes.com/sites/greatspeculations/2019/12/24/is... or https://www.theverge.com/2018/10/25/18024654/alphabet-google-q3-2018-earnings-ad-business-booming https://www.theverge.com/2018/10/25/18024654/alphabet-google...)
  • dblohm7 6y ago
    There might be more ads, but that doesn't mean that they're converting into sales. Iain and I are both Mozilla employees, and terms of search deals are very much NDA-covered things -- we can say very little about our limited knowledge. All I will say is that the revenue from Google is not fixed, and what the press release said was in fact true: revenue was substantially affected by COVID.