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Amazon has built a $15bn+ ‘search ad’ business (retailers just call this marketing)
Benedict Evans • The Great Unbundling
2017, Amazon is expected to generate more than $3.5 billion from advertising alone,
Sunil Gupta • Driving Digital Strategy: A Guide to Reimagining Your Business
About five years ago, a revenue line buried in the back of Amazon's accounts started to get quite big. ‘Other revenue’ was over $4bn by the end of 2017, and if you looked at the notes to the notes, you discovered that this was ‘primarily’ advertising. By 2019 this had grown to $14bn, and I wrote about it here, pointing out that ‘Amazon’ was no long... See more
Benedict Evans • TV, merchant media and the unbundling of advertising — Benedict Evans
Amazon’s ad business is bigger than YouTube and more profitable than AWS. Shein is the biggest fast-fashion retailer in the US, with no stores. US pay TV subscribers have fallen by a third. Where do ad budgets go, where does rent go, and how many brands will there be?