for the Digiday Programmatic Marketing Summit, May 6-8 in Palm Springs.
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
Vibes over metrics: Why more creators are holding IRL events to own their audience
IRL events are becoming increasingly important pillars of a content creator’s growth strategy; here’s why.
How The Financial Times is betting on personality-led vodcasts as its next subscription lever
By pairing star journalists with a subject‑specific standalone YouTube channel, the publisher hopes to deepen parasocial relationships off‑platform and cultivate future subscribers.
From page views to propensity: How the Daily Mail is retooling for a zero-click world
The pressure of zero-click underpins a wider product overhaul: games upgraded from sideshow to front door, new hubs like Crime Desk designed to keep niche communities coming back, an AI-powered dynamic paywall tuned to user behavior; a bigger bet on personalization and the app as a primary destination.