advertising
5 statements across 5 episodes · 3 bullish · 1 bearish · 4 people on the record · first statement Oct 23, 2024 by Stephanie Link · across every show →
Everything said about advertising, oldest first
Oct 23, 2024 bullish
Link: AWS and advertising will reach 31% of Amazon's revenue by 2030
“AWS Growing 19, 20% with 33% margins. You have advertising growing up low double digits with 50% margins, and collectively those two businesses are, right now, they are about 24% of total revenue. That's gonna get to 31% by the end of this decade”
Aug 4, 2025 positive
Siegler: OpenAI will eventually adopt advertising, but in a new format
“I do think that they will eventually go down that path, but I also chalk that up to the fact that, again, I think that if they go down that path and if it's meaningful to them, it will look different than what sort of search advertising has historically looked…”
Mar 9, 2026 neutral
Kantrowitz: Amazon makes all its retail profit from advertising
“Where are they making most of their profit on the retail side? Or shall I say all their profit on the retail side? It's advertising. And that goes away. If you, even if you're able to do this well, if one click fulfillment, that's the least Profitable part of …”
May 27, 2026 positive