Apple’s ‘ad-mageddon’ is affecting Snap, Facebook, Google and Twitter differently

MarketWatch2021-10-27

After Snap stock tanked with a forecast miss, Facebook came up slightly short on its own guidance while Google and Twitter avoided much damage Google’s Android operating system may have shielded ...

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精彩评论

ArcherWG
2021-10-28
ArcherWG
Woh
TrillionDM
2021-10-27
TrillionDM
Follow
- ArcherWG:
  👌🏻
Jialatsia
2021-10-27
Jialatsia
Meep
Proximus
2021-10-27
Proximus
Good time to DCA into FB!
Sagu
2021-10-27
Sagu
Apple sure not only keeps the doctor away. 😉Go go Apple all the way $Apple(AAPL)$
koolgal
2021-10-27
koolgal
It is interesting to note the impact of Apple ad-mageddon on the various tech companies. Of course it snapped Snap out of a quarter of its share price just like that. Yet Google is not so affected. Let's monitor the impact in the long run and see how it affects the profits of these tech companies. Apple to the moon 👍😊🚀🚀🚀🌙🌙🌙
- koolgal:
  Yes I am sure Apple's best engineers are working on it. 👍😊
- b1uesky:
  apple need to have new ideas n products for future growth or else depend on iphone will not help.
- koolgal:
  Thanks 👍😊
- Piggys:
  👍🍭
- koolgal:
  Thanks 👍😊

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Google’s Android operating system may have shielded Alphabet from feeling a deeper impact from Apple’s privacy changes.After Snap Inc. lost more than a quarter of its market value and took other internet stocks down with it last week, there were fears that Apple’s recent privacy changes would upend the entire internet advertising market.But as it turns o","collect":0,"end_time":0,"defaultTopTitle":"marketwatch.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"GOOGL":"谷歌A","AAPL":"苹果","SNAP":"Snap Inc","GOOG":"谷歌","TWTR":"Twitter"},"translate_title":"苹果的“广告魔咒”正在以不同的方式影响着SNAP、脸书、谷歌和推特","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":0.9,"FB":0.9,"GOOG":0.9,"GOOGL":0.9,"SNAP":0.9,"TWTR":0.9},"content_text":"After Snap stock tanked with a forecast miss, Facebook came up slightly short on its own guidance while Google and Twitter avoided much damage\nGoogle’s Android operating system may have shielded Alphabet from feeling a deeper impact from Apple’s privacy changes.\nAfter Snap Inc. lost more than a quarter of its market value and took other internet stocks down with it last week, there were fears that Apple’s recent privacy changes would upend the entire internet advertising market.\nBut as it turns out: Not so much, at least so far. While Facebook Inc. and Alphabet Inc.’s YouTube showed some effects in their earnings reports this week, they were not as dramatic as the issues Snap experienced. And Twitter Inc. only saw modest effects. Google in particular seems immune to the issues, as its rival Android operating system insulates its products from Apple’s changes.\nOn Tuesday, both Alphabet and Twitter reported third-quarter results that managed to avoid significant hits to their revenue as a result of the changes that Apple made to its iPhone iOS that lets users opt out of tracking by advertisers. Snap has been the hardest hit so far, but Facebook also said its revenue was hurt by the changes,and both companies gave disappointing forecasts for the fourth quarter.\nInvestors who have been nervous about the potential impact of these changes were relieved by the results at Alphabet, which exceeded estimates,while its YouTube business was only modestly impacted, executives said.\n“So overall, as we’ve said, we’re pleased with the strength across our business in the third quarter, it was broad-based, it was global,” said Alphabet Chief Financial Officer Ruth Porat. “In terms of the iOS 14 changes specifically, they had a modest impact on YouTube revenues.” YouTube revenue came in at $7.2 billion, about $200 million shy of analysts’ consensus estimates of $7.4 billion.\n“Compared to some of the other digital advertising companies, Google search is less affected by the Apple IDFA changes,” said Chris Rossbach, chief information officer of J. Stern & Co. in London, in an email. He said that Google may have seen a benefit from some advertising shifting to search. “In addition, many Google users are on computers or on Google’s own Android operating system. These results have highlighted the resilience of Google’s search.”\nIn a note to clients Tuesday, Bernstein Research analyst Mark Shmulik said Alphabet shares proved a refuge.\n“With hair all over the digital ad names, Google seemed a safe place for investors to hide out and, for the most part, they were right,” he said. “With modest revenue beats, continued surprising strength in operating margins, and no known grey hair-inducing incremental headwinds, investors [were] justified in their decision to hide out here. Cue the ‘Squid Game’ music”\nTwitter also said the impact was less than expected, so far.\n“It is still too early for Twitter to assess the long-term impact of Apple’s privacy-related iOS changes, but the Q3 revenue impact was lower than expected, and we have incorporated an ongoing modest impact into our Q4 guidance,” Twitter executives said in the company’s shareholder letter on Tuesday.\nHowever, there was another factor that had a surprise impact.\nSnap executives said in their conference call that the global supply-chain issues were impacting advertising, because companies did not want to advertise products they had in limited supply.\nGoogle added that nearly all its specific verticals were in line with the widespread supply-chain weakness, such as in the auto industry.\nSo while the long-feared internet “ad-megeddon” among the tech giants may have been overblown, and is affecting each company differently, investors should still pay 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time to DCA into FB!","listText":"Good time to DCA into FB!","text":"Good time to DCA into FB!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855091994","repostId":1166909918,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":855002023,"gmtCreate":1635309380613,"gmtModify":1635309380732,"author":{"id":"4091884668412330","authorId":"4091884668412330","name":"Sagu","avatar":"https://static.tigerbbs.com/3aaf50a784d504c2e98ff3a8e898a5b3","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4091884668412330","authorIdStr":"4091884668412330"},"htmlText":"Apple sure not only keeps the doctor away. 😉Go go Apple all the way <a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>","listText":"Apple sure not only keeps the doctor away. 😉Go go Apple all the way <a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>","text":"Apple sure not only keeps the doctor away. 😉Go go Apple all the way $Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855002023","repostId":1166909918,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":855008103,"gmtCreate":1635309191017,"gmtModify":1635389187516,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"htmlText":"It is interesting to note the impact of Apple ad-mageddon on the various tech companies.&nbsp; Of course it snapped Snap out of a quarter of its share price just like that. Yet Google is not so affected.&nbsp; Let's monitor the impact in the long run and see&nbsp;how it affects the profits of these tech companies.&nbsp; Apple to the moon 👍😊🚀🚀🚀🌙🌙🌙","listText":"It is interesting to note the impact of Apple ad-mageddon on the various tech companies.&nbsp; Of course it snapped Snap out of a quarter of its share price just like that. Yet Google is not so affected.&nbsp; Let's monitor the impact in the long run and see&nbsp;how it affects the profits of these tech companies.&nbsp; Apple to the moon 👍😊🚀🚀🚀🌙🌙🌙","text":"It is interesting to note the impact of Apple ad-mageddon on the various tech companies. Of course it snapped Snap out of a quarter of its share price just like that. Yet Google is not so affected. Let's monitor the impact in the long run and see how it affects the profits of these tech companies. Apple to the moon 👍😊🚀🚀🚀🌙🌙🌙","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":28,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/855008103","repostId":1166909918,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6353700,"gmtCreate":1635389187467,"gmtModify":1635389187467,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":855008103,"type":1,"supId":6350507,"prevId":0,"content":"Yes I am sure Apple's best engineers are working on it. 👍😊","text":"Yes I am sure Apple's best engineers are working on it. 👍😊","html":"Yes I am sure Apple's best engineers are working on it. 👍😊"},{"id":6350507,"gmtCreate":1635378348222,"gmtModify":1635388547573,"authorId":4096368443831390,"author":{"id":4096368443831390,"idStr":"4096368443831390","authorId":4096368443831390,"name":"b1uesky","avatar":"https://static.tigerbbs.com/87ef9b02e19a8acfaa7ae5b147b70882","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":855008103,"type":1,"supId":0,"prevId":0,"content":"apple need to have new ideas n products for future growth or else depend on iphone will not help.","text":"apple need to have new ideas n products for future growth or else depend on iphone will not help.","html":"apple need to have new ideas n products for future growth or else depend on iphone will not help."},{"id":6343326,"gmtCreate":1635324626394,"gmtModify":1635324626394,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":855008103,"type":1,"supId":6343240,"prevId":0,"content":"Thanks 👍😊","text":"Thanks 👍😊","html":"Thanks 👍😊"},{"id":6343240,"gmtCreate":1635324006713,"gmtModify":1635324006825,"authorId":3582350348015234,"author":{"id":3582350348015234,"idStr":"3582350348015234","authorId":3582350348015234,"name":"Piggys","avatar":"https://static.tigerbbs.com/5f386502c2ebc95e1f03787b092501ef","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":855008103,"type":1,"supId":0,"prevId":0,"content":"👍🍭","text":"👍🍭","html":"👍🍭"},{"id":6342072,"gmtCreate":1635313090962,"gmtModify":1635313090962,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":855008103,"type":1,"supId":6342008,"prevId":0,"content":"Thanks 👍😊","text":"Thanks 👍😊","html":"Thanks 👍😊"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":111,"commentSize":7,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1166909918"}