zlacker

[parent] [thread] 2 comments
1. SllX+(OP)[view] [source] 2025-04-05 23:15:42
Google and Facebook sure, you could even make the argument that their non-adtech businesses would be collateral damage, but Amazon and Microsoft have substantial non-advertising related businesses. I'm curious why you lumped them in?
replies(1): >>ipaddr+z22
◧
2. ipaddr+z22[view] [source] 2025-04-06 22:19:15
>>SllX+(OP)
Amazon makes a lot from Amazon ads in their own search results. Also Amazon prime. Microsoft from bing / Windows ads. Just in news/search they made over 10 billion. Microsoft / Amazon most the bulk of their money in the cloud.
replies(1): >>SllX+0f2
◧◩
3. SllX+0f2[view] [source] [discussion] 2025-04-07 00:18:55
>>ipaddr+z22
Well that’s not quite correct. If you look at their most recent 10-K, Ads made up about 8% of Amazon’s revenue. The bulk of their revenue is still retail (online, physical and third party seller services) with AWS providing about 16%.

Microsoft’s largest segment is cloud, but it doesn’t quite provide the bulk. Their ads business is small compared to the rest.

Certainly killing advertising would hurt them, but I’m not seeing a mortal wound here, so I thought I was missing something when you lumped them in.

[go to top]