Connect with execs from Axios, The New York Times, Paramount and more.
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 SPUR’s publisher-run Content Telemetry Framework?
SPUR is publisher‑run and fixated on one thing: turning AI’s use of their content from opaque scraping into a transparent, usage‑based licensing system they control.
How streaming creators built a new broadcast blueprint at the World Cup
Livestreaming creators offer new ways to broadcast sports to diverse audiences; this 2026 FIFA World Cup may be the new blueprint for leagues
Media Briefing: Declared ‘good bots,’ mixed-use crawlers, gray scrapers – how AI accesses publisher content
The Cloudflare’s latest AI settings reshape how compliant crawlers behave, yet the biggest leakage for publisher content remains a gray scraping economy that doesn’t bother to play by those rules.