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Google’s stock slid after report on search ad decline

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

#41

Earlier quoted context omitted.

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

In my environment (Netherlands) I'd say that WhatsApp is now the primary social networking tool for most people. I wonder how that is going to work out for Facebook.

Facebook bought Whatsapp two years ago.

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

#42

Earlier quoted context omitted.

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

In my environment (Netherlands) I'd say that WhatsApp is now the primary social networking tool for most people. I wonder how that is going to work out for Facebook.

Facebook owns WhatsApp. The question is what they are going to do with it. WhatsApp with end to end encryption seems to not allow for the type of monetization people are talking about here.

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

#43
post #38

Earlier quoted context omitted.

Facebook has social data. Google knows a whole heck of a lot more than that. Adsense, GMail, Analytics, and hosting fonts for a ton of websites, for example are sources of data that provide a pretty good deal of insight as to who you are and what you are insterested in.

Facebook pixel is becoming more and more common, so they will shortly have the same data plus verified and not inferred data from their social channels. edit: now that I think of it facebook will be shortly in a position of being able to de-anonimize the internet. imagine selling that ad-space.

Shortly? You're joking right. They've been able to do that for years.

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

#44
post #43

Earlier quoted context omitted.

Facebook pixel is becoming more and more common, so they will shortly have the same data plus verified and not inferred data from their social channels. edit: now that I think of it facebook will be shortly in a position of being able to de-anonimize the internet. imagine selling that ad-space.

Shortly? You're joking right. They've been able to do that for years.

but the pixel isn't that much widespread, many are still on google analytics for tracking

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

#46
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.

Facebook (the website/app) isn't that popular anymore. What's still going strong are FB chat, WhatsApp and Instagram.

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

#48
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.

In the Google vs. Facebook discussion, I think people seem to forget a tiny detail:

Google has some products that are market leaders with heavy usage, eg:

* Search

* GMail

* Youtube

* Android

* Chrome

* Maps

* Docs

Its just that Google is unable to monetize many of them.

However, Facebook has only Facebook, Instagram and Whatsapp.

1) Instagram _is_ what Facebook was 10 years ago. Its not a new product. They just bought it because Instagram was becoming _The Social Network_.

2) Instagram and Whatsapp were bought acquired.

What I'm trying to say is that Google is unable to monetize many of its products. And if online advertisement gets doomed, it would have to look for other business models.

But it _does_ have a very diverse set of products that people love.

What does Facebook have? and when was the last time they created something people loved?

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

#49
post #43

Earlier quoted context omitted.

Shortly? You're joking right. They've been able to do that for years.

but the pixel isn't that much widespread, many are still on google analytics for tracking

No need for the pixel. Facebook like buttons already proliferate the web. Add to that instant articles, and all links from Facebook itself, and you already have a pretty good model for identifying users even when logged out.

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

#50
post #35
post #29

Earlier quoted context omitted.

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.

I actually think they have found tons of ways to diversify. Google Glass, Voice, and Wave could have been truly revolutionary if they had polished, simplified, and mass-marketed them properly. Google's problem is that they're terrible product designers and they never truly focus on a product the way other companies do. Are you genuinely delighted by any Google product these days? I'm having a hard time thinking what…

>> Are you genuinely delighted by any Google product these days

I like Google Search, it is good, plain and simple. Regarding any of their other products: for sure no. Gmail works but creeps me out and as an admin, relying on GApps is becoming an increasingly not-fun experience since they rewrite the UI on a biweekly basis while leaving their documentation outdated. Boring and agonizing to have to spent time on something that is essentially easy except for the fact that the settings are hidden in an ever shifting castle of (pixel)sand.

Android for me suffers from the same product instability issues, I much much prefer the potential openness of Android to IOS but I certainly do NOT prefer the overt way Google monetizes their users and after fighting with mediocre Android hardware I've ended up with iphone. Low and behold it works, like, plain and simple style.

Google has the resources, but the focus?!

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