Live data from Hacker News

Google’s stock slid after report on search ad decline

recode.net

21–30 of 106 posts

Re: Google’s stock slid after report on search ad decline

#23
post #19
post #4

Earlier quoted context omitted.

How exactly is Facebook better positioned? CTR for Facebook ads is abysmal compared to that on Google search.

People spend most of their time on Facebook products, especially on mobile - for example, in HK's public transits, it is not uncommon if you find over 70% of people near you are actually using Facebook products at the same time (FB/WhatsApp/Instagram)

I reckon if Facebook would add search to WhatsApp, it could hurt Google's ad income quite a bit.

Right now you have to close WhatsApp to start a search. And then come back when you have found the answer.

There is potential for Facebook for smooth search integration in its products and take bigger piece of the search-ad pie.

Re: Google’s stock slid after report on search ad decline

#24
post #15
post #6

Earlier quoted context omitted.

Facebook has infinitely better targeting and signal about their users.

Are banners/sponsored posts more efficient than purchased keyword? I would have thought someone searching on google wants to click, that's why he is on google for. Someone checking what their friends are up to on facebook is merely annoyed by unrelated content.

I don't see FB/G as direct competitors.

Google is good to sell products that are actively searched for.

People go to Facebook when they are bored. Facebook is great to sell products to people who are bored (various forms of entertainment products and services). It's also good to sell stuff people aren't actively searching.

So, depending on the product/service you are offering you can pick a different channel to reach your customers. There's no one-size-fits-all solution.

Re: Google’s stock slid after report on search ad decline

#26
post #6

Earlier quoted context omitted.

Facebook has infinitely better targeting and signal about their users.

This is reliant on people continuing to use Facebook as their primary social networking tool.

What's done is done. Facebook won't delete your data, once U registered, give your gender/age, you are probably forever screwed, forever becoming a data point that waiting to be targeted.

Re: Google’s stock slid after report on search ad decline

#27
post #17
post #2

As much as people like to consider Google revenu sources very diverse or dream about future of other Google bets, Google is mostly an advertisement company heavily relying on their search business. It's obvious that Facebook has a better position for growth and adding new channels for their ads business. I can see Facebook share of online advertising grow in the next couple of years.

I'm not so sure about facebook - historically social media companies just "run out of fashion".

Which is why they keep buying the latest cool

Re: Google’s stock slid after report on search ad decline

#28
post #2

As much as people like to consider Google revenu sources very diverse or dream about future of other Google bets, Google is mostly an advertisement company heavily relying on their search business. It's obvious that Facebook has a better position for growth and adding new channels for their ads business. I can see Facebook share of online advertising grow in the next couple of years.

If you own Facebook Shares, Please add a disclaimer.

Re: Google’s stock slid after report on search ad decline

#29
post #18

Somehow in 18 years and billions of dollars of revenue, Google has not figured out another way to make real money.

They have not figured out how to diversify (in any way that makes the company safe from a decline in search ads), thats their failing, they make boatloads of money.

Re: Google’s stock slid after report on search ad decline

#30
post #11

Earlier quoted context omitted.

Yes, Google is mostly an advertisement company relying on search. In 2015, Google's revenue amounted to 74.54 billion US dollars. It was largely made up (90%) by advertising revenue, which amounted to 67.39 billion US dollars in 2015. [1] A rough estimation is that 80% of Google's advertisement revenue comes from search. [2] 1: http://www.statista.com/statistics/266206/googles-annual-glo... 2: http://www.statista.com…

Android and GCP seem not to contribute enough yet.

Selling Android isn't generating revenue, but that makes sense because Android is adware and also a platform. Google doesn't want to sell it directly and harm those revenue streams.

Many (most?) people primarily search from their phones now, so I imagine Android generates a lot of ad revenue. Android is even more important because most people don't know how to block ads on it, whereas desktop ad blocking has become mainstream.

Post reply on HN