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Amazon Advertising

part of Amazon

2 statements across 2 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 7, 2021 by Benedict Evans · said 3 times in 1 episodes since 2021 · across every show →

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brought up most by Benedict Evans (3)

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2021 3 mentions in 1 episode

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Everything said about Amazon Advertising, oldest first

Feb 7, 2021 bullish
Assertion Supported
Amazon's search advertising business generated over $20 billion in 2020
“The other thing that I've noticed recently is Amazon's advertising business, where they sell slots in search results. That is in its category called ads and other in the back of the report, where they disclose revenue but not profit. That did over twenty billi…”
Benedict Evans Feb 7, 2021 ▶ 9:06 Bezos and the Amazon machine
Mar 12, 2023 neutral
Insight
Evans: Amazon ads function as price discrimination to squeeze supplier margins
“This is effectively a way for Amazon to squeeze more margin. Out of its suppliers as much as it is advertising”
Benedict Evans Mar 12, 2023 ▶ 6:49 Amazon's $40B advertising business
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