Google vs Facebook + Apple

If you see how stock analysts value Google and Apple stocks, around 90% of the value of Apple ($650bn) is due to iOS while around 8% of the value of Google ($450bn) is due to Android. And this is the case even though outside the US Android has 82% market share. But while Android has 81% smartphone market share Apple with less than 14% has over 80% of the global smartphone market profits. This happens because if you are a $650bn company focused on one product you are likely to beat a $450bn multiproduct company.

And then there is the other vulnerability of Google which is ads. Search related ads are around 80% of the value of Google. Ads are to Google what iOS is to Apple. But in ads Google is under attack from another company: Facebook. Facebook is a $260bn ads only company that does not allow Google to crawl it. For Google everything that goes on at Facebook, Instagram, Whatsapp is a black hole. But Facebook has found another way to make ads work that is not search based but instead it is contextual to whatever you are doing on Facebook. And these ads are extremely well targeted. Facebook allows advertisers to use key demographics such as geography, gender, age, income, occupation, something that Google cannot do. Moreover Facebook is way ahead of Google in mobile advertising and the fight against ad blockers.

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6 Comentarii
  1. achiever killer spune:

    $$$ – singurul motiv pentru care blogul ala ar putea scrie ca reclamele Fb sunt mai eficiente ca alea Google. De fapt, reclamele Fb au potential mai mic si pe nise mult mai putine ca Google ads, cu toata targetarea lor despre care scrie ala ca e superioara – afara ca demographics pe Fb sunt inexacte.. de ex., sunt singurul care si-a trecut intentionat data gresita de nastere in profil? (papa targetare pe varsta, teapa pt. advertiserii care-mi afiseaza pastile de reumatism)

    $$$ – al doilea motiv pt. care ai scrie ca Fb e „mult in fata” cand vine vorba de ad blockers. Nu zaresc niciun ad pe Fb cu adblocker. Cu ce e mult in fata?

  2. orlando spune:

    Nu are nici un motiv sa scrie pe $$$: https://en.wikipedia.org/wiki/Mart%C3%ADn_Varsavsky

    Altfel da, de acord cu faptul ca Facebook nu e mai eficient azi ca Google. Mai sexy, da, mai eficient, nu.

  3. achiever killer spune:

    E adevarat ca o opinie gresita nu ascunde automat interese financiare sau de alta natura, dar nici bogatia unui om nu e neaparat corelata cu scrierea de articole sau tinutul de speechuri avand unele interese in spate (cutitase pentru investitorii cu care poate nu se mai are asa misto etc.) pana la urma cam orice interes se traduce in $$$

  4. augustin spune:

    Deci asa .You are old.

  5. achiever killer spune:

    pai cum era aia cu atacurile la persoana desi n-ar trebui sa m-atac ca nici nu-l stiu p-asta si nici asta nu ma stie pe mine :))
    oricum daca a fost permis:
    @augustin daca o arzi asa smecher ce cauti sa comentezi pe blogul asta? comenteaza pe un site de cocalari sau niggaz thugule

  6. Orlando spune:

    Cred ca era pt mine, de asta l-am lasat :)

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