Forrester: Alphabet’s Earnings Emphasize A Skewed Value On Monopolies
Forrester’s Shar VanBoskirk has posted an article presenting the details of Alphabet’s Q1 2017 earnings.
The article focuses on Google’s largest revenue drivers — adwords and programmatic ads, status of the search volumes over a period of time and Amazon’s competition with Google.
VanBoskirk adds, “I don’t expect Google to feel a pinch as much as a change in its revenue composition. By the time Google’s paid search business starts to give way to intelligent agents just offloading decisions, its online video (youtube) ad products will take over as dominant revenue driver for the firm. We project online video advertising to grow at a 17% CAGR between now and 2021 and that growth doesn’t even account for emerging ad formats, streaming video or bundled ad products between television and digital content channels”.
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