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Apple, Microsoft, Amazon?
by jhrmnn 4y ago
Apple, Microsoft, Amazon?
- tomnipotent 4y agoAds account for single-digit % of revenues for these businesses.
- bushbaba 4y agoDisagree. Amazon makes more than YouTube on ad rev. Apple makes a decent penny on ads themselves. Don’t forget all the technology these companies sell to empower the ad ecosystem.
- tomnipotent 4y agoYou can't disagree with their revenue breakdowns. That doesn't even make any sense. Apple $365b 2021 revenues had $31b from ads, about 8.5%. Amazon $31b/$470b. Microsoft $10b/$198b. None of these companies are ad-driven, or have cultures based upon them. Losing the ads division would not irreparably harm the business. Youtube had 2021 revenues of $28.8b. Google ad revenue for 2021 was $209b. That's what an ad-driven business looks like.
- Nicksil 4y ago>Apple, Microsoft, Amazon? Ads.
- PedroBatista 4y agoConsumer spending and big enterprise accounts, which in a recession..
- de_keyboard 4y agoMicrosoft and Apple have strong pricing power. AWS does too - although I expect the rest of Amazon to suffer greatly in this recession.