advertising
Search documents
Need to see continued ad engagement from Meta, says NewEdge Wealth's Sechan
CNBC Television· 2025-10-29 20:32
Meta's AI Strategy & Challenges - Meta's advertising results are impressive, but the focus is on Mark Zuckerberg's AI vision, given billions of dollars invested in talent and multiple reorganizations of the AI division [1] - Meta faces an existential threat if users prefer chatbots over human interaction on social media platforms, requiring a clear direction from Zuckerberg [2] - Continued ad engagement is crucial, measured by increasing price per ad, increased impressions, and increased time spent, indicating AI investments are yielding results [3] User Engagement & Market Reach - Expectations are for daily active users to increase by 6% [3] - Meta has access to 75% of the world's internet users outside of China, with 35 亿 (3.5 billion) active users out of 45 亿 (4.5 billion) people with internet access [4] Google's Performance & Competition - Google is quieting the narrative around search disruption and proving Google Cloud is gaining market share [5] - Search revenues are expected to rise 11% year-on-year, up 9% from Q1, matching the prior quarter, illustrating resilience against AI competition like ChatGPT [6] - Cloud expectations are for 30% revenue growth year-on-year, an 8% sequential increase, suggesting Google is gaining momentum in AI compute and model access [6] Market Dynamics & Growth - Results from these large tech companies are imperative for new market highs, given their size in the indices [8] - A bull market in the MAG 7 is a prerequisite for an overall bull market, but the question is whether supernormal growth can continue amid stiffer competition [9]
X @TechCrunch
TechCrunch· 2025-10-26 19:43
This could be part of a larger strategy to introduce more advertising in iOS. https://t.co/zpQjAiyyEV ...
X @Elon Musk
Elon Musk· 2025-10-20 21:45
Advertising & Data Analysis - Chat platforms like WhatsApp analyze user data (messages, calls, videos, pictures, voice-notes) to sell advertising [1] - Meta (Facebook) invested $20 billion in WhatsApp for its data analysis capabilities to target advertising [1] - Chat platforms do not have advertising hooks [1]
Cramer's Mad Dash: PayPal
CNBC Television· 2025-10-07 13:52
Matt Dash. But first, a reminder about this afternoon. >> Yes, people can still join the club right now and be able to watch our special with Jensen Wong.I think is the most important person in the world right now in business. It's just the club. It's not going to be on our network.You can still sign up. And I think it's important to know that you can do it right up until a second before. Very good.Why not join. Uh today we see PayPal on the move. PayPal has an ad manager for small and mediumsiz businesses. ...
Is a free TV worth never ending ads? #Vergecast
The Verge· 2025-10-03 13:01
a free television that they ship to your house and put in your house and in exchange for it being a free television, there's a big bar of ads that runs below your television at all times. Is that a fair description of what you've been going through? >> Yes, that's that's very accurate. I think it actually begins before it even gets to your house because when you reserve a telly, you have to agree to so many different things to collect your data to use for its ads. Like a lot of the questions you'll have to ...
