Big Tech dodged impact of Apple’s privacy changes in ‘red hot’ digital ad market… for now_老虎社区_美港股上老虎

Big Tech dodged impact of Apple’s privacy changes in ‘red hot’ digital ad market… for now

Business Hala2021-08-03

All eyes were on the potential negative impact of Apple’s recent privacy changes on tech stocks over the past week, but earnings from companies like Facebook and Snap showed they were able to manage ...

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Shadowrider
·2021-08-03
Hmm
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- xxbbew:
  Ok
  2021-08-03
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Tansri
·2021-08-03
Many FB users don’t care much about their privacy as they already published many of their private life on FB page.
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- Shadowrider:
  Hmm
  2021-08-03
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2c3154a7
·2021-08-03
Like
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- KinKat:
  done
  2021-08-03
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- Shadowrider:
  Ok
  2021-08-03
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EthanKkkkkkk
·2021-08-03
.
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- 4f2bc31:
  Wa
  2021-08-03
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Miracle99
·2021-08-03
Cool
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我已经戒赌股票了相信我
·2021-08-03
Ic
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- Juliusjuliet:
  Comment
  2021-08-03
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Were.\nSome tech companies warned that Apple’s changes to advertising privacy would be more impacted in the third quarter, but analysts think any impact may be minimal than originally expected, especially when companies do all of their work. Creates new tools to measure and target ads without the use of data. Enjoyed the history.\nBut as companies move into the second half of the year, they will face a tough comparative period with any drastic impact from Apple’s privacy changes, which give users more transparency and control over the apps they use. Want to be tracked for advertising.\nAnalysts at JPMorgan pointed out that “every online advertising company will have significant [year-over-year deceleration]”In the second half of 2021.\nMeanwhile, the ongoing shift to advertising spend across digital channels could help mitigate those factors as the global economic recovery drives huge demand for digital ads. As Wedbush analysts put it, the digital advertising market is “red hot”.\nHere’s what Wall Street has to say about Apple’s impacts on large tech advertising businesses in the second quarter.\nFacebook\nFacebook said the third quarter could show the worst impact of Apple’s changes on its revenue. But analysts at Oppenheimer dismissed management’s warning that there would be a “slight decline” in second-half revenue, believing that higher advertising and secular trend spending should outweigh the impact of the Apple changes.\nAlthough Facebook did not say how many opt-outs they had seen, analysts pointed to management’s comments that the impact was in line with expectations and Facebook’s history of providing a cautious view.\n“The outlook was triggering, using adverbs suggesting a ‘significant’ growth slowdown and explicitly calling IDFA headwinds,” Bernstein analysts said in a note on Thursday. “Although the math on the 2-year stack indicates only a slight growth slowdown and the IDFA headwinds were well known and baked into the numbers. Add it all up and we are back where FB traded last Friday. Had been.”\nMorgan Stanley analysts commented that “impact and opt-in rates have largely remained as expected, options are being implemented, and the strong advertising market is outpacing any individual advertiser’s shortcomings.”\nThe delay in rollout has given the platform more time to develop solutions for advertisers such as alternative measurement offerings.\nSnap and Twitter\nSnap Inc executives said the company is looking at opt-in rates for Apple’s signals above what has been reported in the press and the analyst community, but warned that it’s still too early to measure the full impact of the changes. Is.\nAnalysts at Jefferies said they believe Snap’s third-quarter revenue guidance is conservative, because of a potentially negative impact from privacy changes down the road, which it estimates will be “minimal.”\nTwitter said in its shareholder letter that the impact of changes in Apple’s iOS 14.5 release related to tracking was less than expected.\nAnalysts at Cowen said that since brand ads make up about 85% of Twitter’s business, the shift toward brand advertisers helps protect them from the effects of the iOS 14.5 changes. It is “compared to” [direct-response] advertising, where conversion data is more important,” he wrote.\nGoogle and Amazon\nIt appears that Alphabet is a short-term beneficiary of any impact from the Apple changes. MKM Partners said its investigation and industry interactions suggest that smaller advertisers are shifting advertising dollars toward Android apps in the interim because of attribution and measurement challenges on iOS.\n“We believe Google remains a near-term beneficiary of iOS-related ad targeting, with advertisers preferring to shift budgets to AdMob and Ads Manager,” Bernstein’s analysts wrote. “We expect this tailwind to normalize at some point, but with the adoption of iOS 14.6 in June, we think this strength may continue through 3Q.”\nAmazon.com, which didn’t expect to see much of an impact from Apple’s changes, saw its advertising business grow 87% year-over-year in the second quarter. Given its strong first-party relationships with consumers, the company is well prepared to face the privacy-related changes affecting the digital advertising 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