[jhrmnn]

Apple, Microsoft, Amazon?

[tomnipotent]

Ads account for single-digit % of revenues for these businesses.

[bushbaba]

Disagree. Amazon makes more than YouTube on ad rev.

Apple makes a decent penny on ads themselves.

Don’t forget all the technology these companies sell to empower the ad ecosystem.

[tomnipotent]

You can't disagree with their revenue breakdowns. That doesn't even make any sense. Apple $365b 2021 revenues had $31b from ads, about 8.5%. Amazon $31b/$470b. Microsoft $10b/$198b.

None of these companies are ad-driven, or have cultures based upon them. Losing the ads division would not irreparably harm the business.

Youtube had 2021 revenues of $28.8b. Google ad revenue for 2021 was $209b. That's what an ad-driven business looks like.

[PedroBatista]

Consumer spending and big enterprise accounts, which in a recession..

[de_keyboard]

Microsoft and Apple have strong pricing power. AWS does too - although I expect the rest of Amazon to suffer greatly in this recession.

[Nicksil]

>Apple, Microsoft, Amazon?

Ads.