AMAZON WKN: 906866 ISIN: US0231351067 Kürzel: AMZN Forum: Aktien Thema: Hauptdiskussion
Quelle seeking alpha Ad Dollars Are Shifting To Amazon Google is currently on trial vs the DoJ for allegedly discriminatory TAC agreements with phone OEMs, rendering Google the default search engine on billions of handsets. The trial is insofar relevant for the Amazon discussion, as there have recently been disclosed some interesting insights. In a testimony about Google's advertising strategy Jerry Dischler, vice president for advertising products at Google, commented that "[Amazon] is able to get better data than we are on the effectiveness of their advertising ... [which] has caused budgets to shift". Moreover, Discher also added that Amazon's retail advertising business is now bigger than Google's. In that context, estimates by Bloomberg reveal that the combined digital advertising market share for Meta and Google has likely peaked in late 2016, with "alternative" advertisers like Amazon and TikTok consistently gaining share since then.
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