Here's my updated comparison of internet ad platforms. 20/21 are based on consensus estimates and my own assumptions for YouTube/Instagram. 
Consensus embeds a big pickup in net dollar $ at Google Search. Not sure we've seen such acceleration at massive scale.
For Facebook Blue to maintain mid teens growth, it needs to stabilize net dollar growth around $8B.
Insta and YT both seems like reasonable net $ growth.
For Facebook Blue to maintain mid teens growth, it needs to stabilize net dollar growth around $8B.
Insta and YT both seems like reasonable net $ growth.
Can also look at gross profit $, to highlight business model differences.
Massive assumptions involved here, so take w/ grain of salt. No one knows what Google Search is. I'm assuming around 70-75%. For Insta, I use FBs even tho should prob be higher. And for YT I'm using 35%.
Massive assumptions involved here, so take w/ grain of salt. No one knows what Google Search is. I'm assuming around 70-75%. For Insta, I use FBs even tho should prob be higher. And for YT I'm using 35%.
