Amazon this year will see $7.23 billion in U.S. digital ad revenue, behind Google’s $47.89 billion and Facebook’s $27.57 billion, according to an estimate from researcher eMarketer.
The e-commerce giant’s share of the digital ad market will grow from 5.5 percent this year to 7.0 percent in 2020, eMarketer estimated.
The market size for in-car commerce is $230 billion through mobile smartphone or dashboard internet connections, according to a study from Pymts.com and P97 Networks.
The percentage of commuters who said they connect to the internet while driving rose to 73 percent this year, equaling about 99 million connected commuters, from 66 percent a year earlier. About 151 million U.S. workers commutes to work by car, spending an average of 51 minutes a day driving.
Smart-speaker ownership jumped 36 percent to 53 million U.S. people ages 18 and older, according to a survey from National Public Radio (NPR) and Edison Research. Read more…
Condé Nast falling out of fashion
https://www.thetimes.co.uk/article/cond-nast-falling-out-of-fashion-zlkblqn8n
Condé Nast’s UK Titles Swing to a Loss
https://www.businessoffashion.com/articles/news-analysis/conde-nasts-uk-titles-swing-to-a-loss
Vogue publisher Condé Nast reports annual loss of £14m
https://www.theguardian.com/media/2019/jan/03/vogue-publisher-conde-nast-annual-loss
Conde Nast UK tumbles to £14m loss
https://www.campaignlive.co.uk/article/conde-nast-uk-tumbles-14m-loss/1522015
Condé Nast accounts reveal UK loss in 2017
https://www.ft.com/content/f3c91ef6-0f74-11e9-a3aa-118c761d2745
Verizon Communications Inc. cut the value of its AOL and Yahoo acquisitions by $4.6 billion in a public filing.
The write-down is another indication of heavy competition in digital advertising, which is dominated by Google and Facebook.
The move erased about half of the value of Oath, Verizon’s content business.
Oath’s brands include: AOL, Yahoo, HuffPost, TechCrunch, Flurry, Tumblr, Engadget, Autoblog, Makers, Kanvas, Build, Ryot and MSN.
Related Reading:
Ad Verification Company Integral Ad Science Taps Former Yahoo Executive as CEO (The Wall Street Journal)
AOL Takes Over Majority of Microsoft’s Ad Business, Swaps Google Search For Bing (The Wall Street Journal)
Oath isn’t just a terrible name — it’s going to be a nightmare ad-tracking machine (The Verge)
House Votes To Allow Internet Service Providers To Sell, Share Your Personal Information (Consumer Reports)
Facebook’s yearly revenue growth fell dramatically to 16 percent in the third quarter, according to researcher Standard Media Index. Its data include ad revenue from national marketers, not local advertisers and small- to medium-sized businesses.
“Facebook’s growth from national marketers is slowing, indicating that major brands are concerned with recent events there and are focusing on brand-safe environments,” James Fennessy, SMI CEO, said in a statement. “National marketers don’t have the same issues with platforms like Roku as we saw their revenues jump by 67 percent in Q3, albeit from a much smaller base.”
The overall digital market rose 14 percent in the third quarter from a year earlier, according to SMI.
Facebook’s ad revenue from national marketers was up 25 percent for the January to October period from a year earlier.
During that same timeframe (January to October) in 2017, Facebook grew ad revenue from national marketers by 41 percent from the prior year.
Facebook has maintained double-digit growth in ad revenue from national marketers. The growth rate has slowed each quarter in 2018. The overall digital market was up 14% YoY in Q3.
|
2018 Quarter |
Yr. Change |
|
Q1 |
35% |
|
Q2 |
30% |
|
Q3 |
16% |
Source: Standard Media Index
Related Reading:
Facebook Removes Data-Security App From Apple Store (The Wall Street Journal)
Facebook Bug Potentially Exposed Unshared Photos of Up 6.8 Million Users (The Wall Street Journal)
Global sales of smartphones to end users grew 1.4 percent to 389 million units in the third quarter from a year earlier, according to Gartner Inc.
Worldwide Top 5 Smartphone Sales to End Users by Vendor in 3Q18 (Thousands of Units)
| Vendor | 3Q18Units | 3Q18 Market Share (%) | 3Q17Units | 3Q17 Market Share (%) |
| Samsung | 73,360.1 | 18.9 | 85,605.3 | 22.3 |
| Huawei | 52,218.4 | 13.4 | 36,501.8 | 9.5 |
| Apple | 45,746.6 | 11.8 | 45,441.9 | 11.8 |
| Xiaomi | 33,219.7 | 8.5 | 26,853.2 | 7.0 |
| OPPO | 30,563.4 | 7.9 | 29,449.2 | 7.7 |
| Others | 153,960.0 | 39.6 | 159,742.0 | 41.6 |
| Total | 389,068.2 | 100.0 | 383,593.4 | 100.0 |
Source: Gartner (December 2018)
The U.S. smartphone market shrank 7 percent in the third quarter from a year earlier, according to Counterpoint Research.
Apple was the leading U.S. smartphone maker with a market share of 39 percent in the third quarter, little changed from the 40 percent of the prior quarter.
| US Smartphone Shipments Market Share (%) | 3Q17 | 4Q17 | 1Q18 | 2Q18 | 3Q18 |
| Apple | 33% | 44% | 37% | 40% | 39% |
| Samsung | 23% | 19% | 26% | 25% | 25% |
| LG | 18% | 14% | 14% | 16% | 17% |
| Motorola | 5% | 5% | 4% | 5% | 8% |
| Others | 21% | 18% | 19% | 14% | 11% |
Source: Counterpoint Research
Smartphone shipments fell 6 percent to 355.2 million units during the third quarter from a year earlier, the fourth straight quarter of declines, according to International Data Corp.
| Top 5 Smartphone Companies, Worldwide Shipments, Market Share, and Year-Over-Year Growth, Q2 2018 (shipments in millions of units) | |||||
| Company | 3Q18 Shipment Volumes | 3Q18 Market Share | 3Q17 Shipment Volumes | 3Q17 Market Share | 3Q18/3Q17 Change |
| Samsung | 72.2 | 20.3% | 83.3 | 22.1% | -13.4% |
| Huawei | 52.0 | 14.6% | 39.1 | 10.4% | 32.9% |
| Apple | 46.9 | 13.2% | 46.7 | 12.4% | 0.5% |
| Xiaomi | 34.3 | 9.7% | 28.3 | 7.5% | 21.2% |
| OPPO | 29.9 | 8.4% | 30.6 | 8.1% | -2.1% |
| Others | 119.9 | 33.8% | 149.8 | 39.6% | -19.9% |
| Total | 355.2 | 100.0% | 377.8 | 100.0% | -6.0% |
| Source: IDC Quarterly Mobile Phone Tracker, November 1, 2018 | |||||