advertising
9 statements across 8 episodes · 1 bullish · 1 bearish · 5 people on the record · first statement Jul 15, 2017 by Benedict Evans · across every show →
Everything said about advertising, oldest first
Jul 15, 2017 neutral
Evans: Combined GAFA revenues remain smaller than TV and advertising
“Even Google, Apple, Facebook, and Amazon combined there, or GAFA, as the telecoms industry tends to call them add up to less than TV business or advertising and are much, much smaller than mobile or proper, proper industries like cars or clothes.”
Nov 16, 2018
Nov 16, 2018
Dec 5, 2018
Jan 2, 2019 neutral
Chan: Tencent earns 80% of revenue from gaming, not advertising
“I read a lot of articles that talk about Tencent, and they say that advertising is their main business model but people don't realize if you just look at their financial statements, advertising is less than 10% of their revenues, and 80% of their revenues are …”
Jan 2, 2019 negative
Jan 2, 2019 neutral
Dec 1, 2025 positive