Google remains the Goliath in Internet advertising. But there are signs of weakness, at least with some on Wall Street.
Stifel Nicolaus analyst Jordan Rohan’s assertion that “the center of gravity on the Internet is shifting from Google to Facebook.” Rohan stated that there is “a CMO-level push to keep growth in search budgets low in 2012, while shifting spend to social and display.” Facebook is predicted to continue as a formidable challenger in display, while “distractions”, like Google’s social, local and mobile investments threaten to diminish its market share.
Citigroup analyst Mark S. Mahaney in an interview with AllThingsD stated that Yahoo and AOL reported lower display revenue in the second quarter, “which could be signs of increased competition from ad networks and social media for premium ad dollars.” That means that greater competition in the display may be impacting the potential value investors can derive from their investments, at least in the eyes of analysts. This competitive market might be good for marketers, as companies have to fight for advertising dollars, but it makes investors nervous.
More in Media
WTF is behind the explosion of faceless creators?
Brands are rapidly increasing their spending on faceless creators, showing the unique benefits of working with this type of influencer.
In Graphic Detail: As ‘Grow a Garden’ booms, a new report shows the marketing power of Roblox
The explosive growth of “Grow a Garden” has brought new attention to Roblox — and rejuvenated marketers’ interest in its advertising power.
Brand deals surge for golf creators as the sport’s popularity spikes
Golf is booming, and so is influencer marketing. As a result, golf creators are signing an unprecedented number of brand deals in 2025.