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Jason Kint
updated duopoly . new IAB data came out yesterday. easy to run vs earnings for goog and fb, it's evident everyone else is zero sum game.
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Ask_Tweety Dec 30
Replying to @jason_kint
..... Were headed back to Monopolies by mergers ..... ................... reverse of what we did to break them up Aka Ma-Bell
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Patrick Keane Dec 30
Replying to @jason_kint
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Jonathan Avni Dec 30
Replying to @jason_kint
curious how the 'everyone else' bucket is calculated - which companies are factored in and what numbers are used for them?
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Krista Thomas Dec 30
Replying to @jason_kint
interested to see how this shifts with the rise of messaging apps in the US; our college aged kids haven't used FB for 3+ years
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Jason Kint Dec 30
Replying to @YOAVNI
Take IAB incremental growth for US ad industry and back out duopoly (Goog + FB).
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Jason Kint Dec 30
Replying to @kristathomas
agree. It's remarkable a messaging platform of mostly UGC as dominant as FB. Marketers chasing audience risking brands...
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Erica Osher Dec 30
Replying to @jason_kint
Out of curiosity, what Google/FB numbers are you using?
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Jonathan Mendez Dec 30
Replying to @jason_kint
great data. 1) it is possible, but hard to take money from Google/FB - but can be done. 2) $4.7B/Q US only is still huge.
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Jenn Black-Glover Dec 30
Replying to @jason_kint
that is so frustrating to see. Publishers with good quality content suffering. No win game.
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Jason Kint Dec 30
Replying to @eosher
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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Jason Kint Dec 30
Replying to @jonathanmendez
let's not fool ourselves. It's unhealthy all around. 4.7 flat isn't anything that excites me. Work to do.
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Robert7951 Dec 30
Replying to @jason_kint
I mean if Snap is really making $300mm in 2016 ($100mm+ in Q3 likely), that only drives this point home further.
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Ian Maude Dec 30
Replying to @jason_kint @eosher
may overestimate Google US depending on accounting for global licensing etc. CA used to be 9% of FB NA traffic.
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Jason Kint Dec 30
Replying to @IanMaude @eosher
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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Ian Maude Dec 30
Replying to @jason_kint @eosher
could be a lot more.
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Ian Maude Dec 30
Replying to @jason_kint @eosher
and some other players are doing pretty well. Not as well as Google and FB of course. But still.
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Jason Kint Dec 30
Replying to @IanMaude @eosher
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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Ian Maude Dec 30
Replying to @jason_kint @eosher
yeah, the trend is even more worrying.
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