2025 Ads Net Revenue Actual
* GOOGL: $214.1B (up 12% YoY)
* META: $196.2B (up 22% YoY)
* AMZN: $68.6B (up 22% YoY)
2026 Ads Net Revenue Projection
* META: $243.5B (up 24% YoY)
* GOOGL: $239.5B (up 12% YoY)
* AMZN: $82.1B (up 20% YoY)
Top three will control 62.3% of global digital ads market
“The consolidation of digital ad dollars around Google, Meta, and Amazon reflects a compounding advantage of first-party data, AI integrations, and audience reach"
Source: Reuters and Emarketer
Positions: Long META, GOOGL and AMZN since 2021. NFA.
Meta to overtake Google in Digital Ad Revenue for the first time
byu/Not69Batman instocks
Posted by Not69Batman
4 Comments
But but Reddit said Facebook is dead. Meta has no innovation. I am shocked!
Didn’t Reddit say in 2022 when Meta was less than $100 a share that Facebook was dead and only boomers use it and they’re going to be bankrupt in 5 years?
Pepperidge farm remembers
The number to watch isn’t the $4B gap between Meta and Google it’s Google’s US search ad share dropping below 50% for the first time in over a decade. That’s structural erosion, not a one-quarter blip.
Meta is eating into discovery based ad spend with AI targeting that’s converting better than search intent in some verticals. If you own all three since 2021, you basically own the toll booth on the internet. Hold the basket.
I just don’t get it. Who are the ppl advertising on FB and why