CONFERENCE CALL REPLAY | Google vs Amazon: Framing the Ad Battle
February 15, 2018, 10:00 am ET; 3:00 pm UK
AMZN has its sights on disrupting another $1tn dollar industry… and we’re not talking about retail, cloud, or healthcare. The company is aggressively moving into the digital advertising space with search, product listing, and display-based ads, leveraging their unique mix of top and bottom of-the-funnel capabilities. While Amazon’s estimated $2.5bn in advertising revenue for 2017 is just a drop in the bucket compared to GOOGL and FB, over time this move could have huge implications across the digital advertising landscape:
· Amazon's $2.5bn advertising business could scale to over $10bn in the next few years. By 2022 could represent 25%+ of EBIT.
· Over half of US households are Prime, providing the critical base of usage data that Amazon can monetize.
· Annual growth of the Ads business is in the 50%+ range
· The biggest source of Amazon’s growth could be at Google’s expense (representing up to $8.62 of Google’s EPS in 2021)
Please join MoffettNathanson’s Media & Internet lead analyst, Michael Nathanson, and the newly launched Multichannel Retail Team led by Greg Melich as they frame the advertising battle between Amazon and Google.
Click here for replay
Click here for protected slides