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by T2_t2 2727 days ago
The article is weird in that Google has the single greatest advantage - YouTube. Ctrl + F youtube and ... nothing.

TV ad revenue is going to start changing, but the value of video ads is massive. Google has not just YouTube, but the best video advertising platform for others to use.

If 15% of the US$70B on TV ads moves to YouTube, Google's growth should be sustainable. Multiply that by not just by the USA but Europe, Japan and Asia, and Google's growth looks fine.

If Google reaches the point they can buy the NBA TV rights for YouTube, heck, start small and buy the TV rights for a major Australian sporting league as a test run, or perhaps a single college conference like the ACC, and lets see how that article ages.
2 comments
ThrowawayR2 2727 days ago
> If 15% of the US$70B on TV ads moves to YouTube, Google's growth should be sustainable

What do you base that estimate off of? The last anyone heard, there were leaks saying that YouTube was barely break-even as late as 2015 and then the "Adpocalypse" occurred in 2017 that dropped ad spending on YouToube significantly. Articles corroborating both are easily found on Google.

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votepaunchy 2727 days ago
The ACC Network is wholly owned by ESPN. The professional networks are certainly an opportunity when the current contracts expire.
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