5 ms·

All these investments will have to go somewhere else- the only non ad involved company in FAANG is Apple

by mgh2 5y ago

mertd 5y ago
> the only non ad involved company in FAANG is Apple A good chunk of Apple's profit is the annual payment from Google.
ehnto 5y ago
The investments would be going to companies other than FAANG, and there are plenty of software industries that aren't ad-propelled. The reduction of influence from adtech may even be a boon for practical software industries, where currently they are all competing for capital and talent against the VC and revenue of ad-propelled businesses. I've long said tech wages need to come back to reality, so that the rest of the world can get back to building software for the rest of the world, not just the tech bubble compatible ventures. I think adtech and online advertising propping itself up is part of the problem.
kevinh 5y ago
Apple sells ads. https://searchads.apple.com/ https://searchads.apple.com/
- denkmoon 5y ago
  At the risk of moving the goalposts, that surely can't make up any significant portion of their revenues.
  - somenameforme 5y ago
    Apple defaulting to Google search in exchange for tens of billions of dollars almost certainly suffices to declare them an "ad involved company" as per the original phrasing in this thread. And that is a very significant chunk of their net revenue bearing in mind that there is effectively zero cost to Apple for this deal.
halfmatthalfcat 5y ago
In FAANG sure but Tesla also qualifies.
- mgh2 5y ago
  Not directly but with Bitcoin and other cryptos...it will also soon be involved with Elon's Twitter ownership
onion2k 5y ago
Apple runs an ad network. https://searchads.apple.com/ https://searchads.apple.com/ That aside, all that money could go on non-tech things, or on debt servicing, or be left in the bank, etc.
- mgh2 5y ago
  I mean, their bread and butter business. They can easily do without it.
deleted 5y ago
[deleted]
colordrops 5y ago
Netflix doesn't sell ads, though it sounds like that is changing.
- asdff 5y ago
  they do sell ads. there is a lot product placement in their original productions
  - iso1210 5y ago
    What product placement is there in Bridgerton?
    - asdff 5y ago
      https://www.businessoffashion.com/articles/media/netflix-and-shonda-rhimes-test-fashion-opportunity-with-bridgerton-collabs/ https://www.businessoffashion.com/articles/media/netflix-and...
      - iso1210 5y ago
        Lol, not a single foot visible in the picture they use to illustrate it!
  - deleted 5y ago
    [deleted]
- mgh2 5y ago
  Not directly, but movies are sort of covert marketing. Ex: for certain political and cultural viewpoints
vishnugupta 5y ago
Don’t forget fed rate hike.

All these investments will have to go somewhere else- the only non ad involved company in FAANG is Apple

by mgh2 5y ago

All these investments will have to go somewhere else- the only non ad involved company in FAANG is Apple

mertd 5y ago

> the only non ad involved company in FAANG is Apple A good chunk of Apple's profit is the annual payment from Google.

ehnto 5y ago

The investments would be going to companies other than FAANG, and there are plenty of software industries that aren't ad-propelled. The reduction of influence from adtech may even be a boon for practical software industries, where currently they are all competing for capital and talent against the VC and revenue of ad-propelled businesses. I've long said tech wages need to come back to reality, so that the rest of the world can get back to building software for the rest of the world, not just the tech bubble compatible ventures. I think adtech and online advertising propping itself up is part of the problem.

kevinh 5y ago

Apple sells ads. https://searchads.apple.com/ https://searchads.apple.com/

denkmoon 5y ago
At the risk of moving the goalposts, that surely can't make up any significant portion of their revenues.
- somenameforme 5y ago
  Apple defaulting to Google search in exchange for tens of billions of dollars almost certainly suffices to declare them an "ad involved company" as per the original phrasing in this thread. And that is a very significant chunk of their net revenue bearing in mind that there is effectively zero cost to Apple for this deal.

halfmatthalfcat 5y ago

In FAANG sure but Tesla also qualifies.

mgh2 5y ago
Not directly but with Bitcoin and other cryptos...it will also soon be involved with Elon's Twitter ownership

onion2k 5y ago

Apple runs an ad network. https://searchads.apple.com/ https://searchads.apple.com/ That aside, all that money could go on non-tech things, or on debt servicing, or be left in the bank, etc.

mgh2 5y ago
I mean, their bread and butter business. They can easily do without it.

deleted 5y ago

[deleted]

colordrops 5y ago

Netflix doesn't sell ads, though it sounds like that is changing.

asdff 5y ago
they do sell ads. there is a lot product placement in their original productions
- iso1210 5y ago
  What product placement is there in Bridgerton?
  - asdff 5y ago
    https://www.businessoffashion.com/articles/media/netflix-and-shonda-rhimes-test-fashion-opportunity-with-bridgerton-collabs/ https://www.businessoffashion.com/articles/media/netflix-and...
    - iso1210 5y ago
      Lol, not a single foot visible in the picture they use to illustrate it!
- deleted 5y ago
  [deleted]
mgh2 5y ago
Not directly, but movies are sort of covert marketing. Ex: for certain political and cultural viewpoints

vishnugupta 5y ago

Don’t forget fed rate hike.