Below are the most recent 30 comments. I try to keep it clean of comment spam, but some times things
get through and it takes me several hours to get to it. So please excuse any of that comment spam.
It's too early for hard numbers to come in, but some who monitor ad spending of online stores have already reported increases in digital spend. Forecasts have YoY Q4 growth between 10-16%, and I've not seen one report of a decline in digital ad spend. If you've seen such a report, or even a forecast of ad spending declining, please post the link.
I'm not saying Google's ad product works because they're a monopoly. It's just because they are a monopoly businesses have little choice but to pay Google's going rate, sell on/advertise in marketplaces or hope for the best with a very limited amount of organic traffic to achieve new customer acquisition goals.
All the news I've seen <a href="https://www.adroll.com/state-of-digital-advertising-report">https://www.adroll.com/state-of-digital-advertising-report</a> indicates digital ad spending will grow from 10-16% during Q4 2025. Since Google is the dominant player in the digital ad space, they're likely to benefit the most.
The severe reduction in traffic for online stores, especially during the holiday shopping season, forces many of them to use ads to convert inventory in cash. To recover the cost of those ads, sellers increase prices which we did for years until we finally pulled the plug on Google Ads.
Being a monopoly Uncle, doesn't mean the product still works. Look, advertisers pay for clicks that convert into sales, not impressions or brand awareness that go nowhere. If people get their answer in AI Overviews and never click through to our sites, there's no conversion or discoverability. Advertisers aren't stupid, they'll immediately stop spending, cause I worked this side managing millions. Q4 could mask it but I still stand by my prediction. Christmas spending means a strong Q4 but not as strong as before AI came out. Le'ts wait for Q1 2026 when brands look at their numbers, and sales. We'll see it by mid-late 2026 a complete ad crash.
They're not pulling budgest AI, but just because the economy is crashing and AI isn't working either. If it would be working for them, then they'd have more money left to spend on ads.
"The DOJ stated in closing arguments, in the ad case Google lost, that Google controls 91% of the digital ad market. It's unrealistic to believe Google's advertising revenue is down 70% considering their dominance and how much they've reduced organic traffic."
This is a double non-sequitur. Neither from Google having a 91% market share, nor from the fact they've reduced organic traffic follows that their revenue can't drop 70%. I'm not saying it did drop that much... just that none of the previously mentioned two things would exclude that as a possiblity.
Since last year, I kept saying Google will get their comeuppance. Karma will strike them.
But they ended up being a $4 trillion company and they’re really leading the AI race now. Even OpenAI is worried and they’re getting their team to innovate ChatGPT further.
This is absolutely wtf. How did we all get to here?
We all got thrown under the bus.
The worst part of all? Googlers from the Search Team (JohnM and the rest) have been lying to us all these years. I remember reading some regulars here said they were destroyed in 2022, but clung on, hoping the next update would fix things. And when it didn’t, Googlers told them to wait for the next update. They were strung on for years until now.
And after 3-4 years, they got totally obliterated. I can't imagine how crushing it must be, especially after all the time, money, and effort spent.
This is absolutely appalling. Google is absolutely despicable.
I’m sorry to hear that…
I was hoping all of you would fare better than before. Unfortunately, seeing all the comments, it seems that whatever happened in January is the final nail in the coffin.
The DOJ stated in closing arguments, in the ad case Google lost, that Google controls 91% of the digital ad market. It's unrealistic to believe Google's advertising revenue is down 70% considering their dominance and how much they've reduced organic traffic. Google controls almost the entire vertical from bidding to distribution. More likely is advertisers saw their ROI drop substantially as Google's revenues rose.
If anything I feel Google's Q4 ad earnings will improve for Google as it's the busiest shopping season of the year. Combined with a major loss of organic traffic, I'm sure many businesses boosted their ad spending to move inventory. I guess we'll find out February 3 when Google is expected to report earnings.
Ive been saying this since November and no-one believes me. I predict, advertising is down by 70% for Google. Advertisors are just not pushing budget to Google due to no ROI anymore.
Since the cost of Google's AI content and traffic theft can't be billed directly to Google, then Google customers must pay more then they otherwise would. For customers to avoid the Priceifier and save money, it is recommended they don't use Google.