Thread by @modestproposal1

Some comments from Q1 ad platform conference calls

FB:
"We've seen good growth in all regions, and we continue to see strong results in verticals that have performed well during the pandemic, like e-commerce, retail and CPG"

FB:
"The growth in advertising revenue was largely driven by continued strength in product verticals such as online commerce"

FB:
"So, there's a lot of commerce activity on our platform already, people really discover lots of products through our feeds and add stories -- through our feed and Stories ads and it's been our largest ad vertical"

SNAP:
"Top-performing verticals in Q1 included e-commerce, retail, entertainment, restaurants, tech, telco, apparel, streaming, gaming, and CPG."

PINS:
"But what we've seen recently is that shopping ads or catalog based ads coupled with conversion optimization ads with checkout or add to cart objectives are now -- for the retail community are now 20% of our overall revenue."

GOOG:
"In the first quarter, in Search, we saw sustained strength across most categories led by retail. We also saw strong performance in tech and CPG"

GOOG:
"Total Google Services revenues were $51.2 billion, up 34%, consisting of Google Search and other advertising revenues of $31.9 billion in the quarter, up 30% with strength across most categories led by retail"

GOOG:

hard to detect the common theme