Taas on melkoinen härdelli FB:n ympärillä…Mitä tulee kuitenkin Q3 / Q4 tulokseen niin tässä yksi näkemys siihen - ja Googleen.
”We hosted an expert whose firm generates 60-70% of revs from YouTube ads and the rest from social. Q3 ad spend was nearly as strong as Q2 as Aug & Sept rebounded after a slow July. The Q4 outlook is nearly as solid on expectations of an ad budget flush. YT and FB are benefiting disproportionately from the cut in linear TV ad budgets. iOS 14.5 did not result in lower ad spend, but instead a mix shift from iOS to Android. GOOGL remains a top large-cap pick."
