Meta's quarterly ad revenue gap with Google Search narrows to about $4 billion
Meta's advertising business is narrowing its revenue gap with Google Search, with quarterly revenue now differing by only about $4 billion. AI has increased Meta's ad delivery volume by 14% and raised prices by 12%, because it can better predict users' needs before they search.
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The revenue gap between Meta's advertising business and Google Search has narrowed to about $4 billion, and the changes in ad volume and pricing driven by AI-predicted demand are key to understanding this trend.
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META is narrowing the gap between its advertising business and GOOGL Search, with quarterly revenue now just about $4B short.
AI enabled Meta to serve 14% more ads at 12% higher prices because it improved at predicting what people want before they even search. https://t.co/vl6FaWpdjW