The Wall Street Journal: How Amazon’s Ad Business Could Threaten Google and Facebook
“It’s easy to see how Amazon.com Inc. AMZN -0.11% threatens the world’s retailers. But analysts, brands and advertising agencies are waking up to the fact that a growing piece of Amazon’s business impinges on turf now controlled by two other tech titans, Google and Facebook .”
“Amazon’s advertising success is directly related to its retail business. Consumer packaged-goods companies now spend more on digital advertising than all varieties of nondigital advertising combined, according to Cadent Consulting Group. Google’s search ad business leans on the premise that a customer researching a purchase will click relevant ads that will lead to a sale. Google has incredibly rich data from our search and browsing histories, and Facebook lets advertisers combine our social graph with other data, like where we’ve been and what we’ve bought.”