Revenue concentration is the long-neglected vulnerability of Facebook and Google

digital ads: 98% of Meta’s revenue
81% of Alphabet’s

Amazon and Microsoft look more likely in a dominant positions in the future thanks to their diversified positionshttps://t.co/1K7YG6ceph pic.twitter.com/ZFsQ9neyM8

— Giulio S. (@astaniscia86) February 3, 2022

If you’re wondering why Facebook’s shares are taking, see all the blue in this chart: nearly all FB’s revenue now comes from ads. FB is the least diversified of all Big Tech. When user numbers fall, so does $$$. https://t.co/3ildmPSbPz pic.twitter.com/mqvge3xlV2

— Parmy Olson (@parmy) February 3, 2022

In today's On Tech:

Ok, Facebook (maybe!) hit a brick wall.

But these companies are really really REALLY big and rich, and are likely to stay that way a long time. https://t.co/JH4lhnobFr

— Shira Ovide (@ShiraOvide) February 3, 2022

Very strong chartwork here https://t.co/y9PulxWeC2

— This writing business. Overrated if you ask me. (@ScouseView) February 3, 2022

This is a good @ShiraOvide take, and raises something I think about every tech earnings season, which is the amount of tech revenue that is generated by fully automated systems. Hundreds of billions of dollars, divorced from all human effort! https://t.co/TpKmVxSXHL

— Kevin Roose (@kevinroose) February 3, 2022

This was my concern with Google stock when they first IPOed on August 14, 2004 - but hey, Google is still in a similar spot in terms of its revenue source https://t.co/0Q9l9OeYTD

— Barry Schwartz (@rustybrick) February 3, 2022

In today's On Tech:

Ok, Facebook (maybe!) hit a brick wall.

But these companies are really really REALLY big and rich, and are likely to stay that way a long time. https://t.co/JH4lhnobFr

— Shira Ovide (@ShiraOvide) February 3, 2022

Wonder why $VSBY $INTC $BUD $ABI $WPP are going after the #data ?????? ??? #data is #GOLD $$$$$$ ?

“Meta's miss creates Big #Tech divide: who's got the #data” $VSBGF $FB #Meta $AAPL $GOOG $GOOGL #BigData $NOW $NOW.V #IoT #SaaS #IaaS #SaaM $AMZN https://t.co/TVPrnA615C

— Sean Black (@extremesb) February 3, 2022

MARKETS INSIDER - #Facebook parent #Meta loses $230 billion in market value after dire earnings, on track for the biggest loss in stock-market history.https://t.co/4qlzRyxPk7

— GETTR (@GETTRofficial) February 3, 2022

MARKETS INSIDER - #Facebook parent #Meta loses $230 billion in market value after dire earnings, on track for biggest loss in stock-market history https://t.co/VXwgzlHyaO https://t.co/gmbJ9n8CR7

— Adalia Brand (@BrandAdalia) February 3, 2022

Resultado do esquerdismo!?
MARKETS INSIDER - #Facebook parent #Meta loses $230 billion in market value after dire earnings, on track for biggest loss in stock-market history https://t.co/hZNEEyr8ln https://t.co/pp7hleuwfy

— Cris Bolsonaro 2️⃣2️⃣ (@ciancaglini_15) February 3, 2022

Facebook parent Meta loses $200 billion in market cap after dire earnings, on track for the biggest loss of value in stock-market history https://t.co/rpXID1Nu6J

— Defund the GQP (@Brasilmagic) February 3, 2022

They should not censor.https://t.co/viAxBBDxjb

— Joanne McClelland (@jomcc2011) February 3, 2022

How’d that election manipulation work out for ya, Zuck?
Facebook Parent Meta Stock Price Plunges 26% After Dire Q4 Earnings https://t.co/896cvynDbe

— Judianna (@Judianna) February 3, 2022