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Ask HN: How is Covid-19 affecting digital ads revenue at Google/Facebook

18 点作者 kediz大约 5 年前
LA times just decides to &quot;decided to furlough a number of employees&quot; because &quot;our advertising revenue has nearly been eliminated&quot;[1]. Just wonder if the same thing is gonna happen at digital ads. If so, I wonder how long can Google&#x2F;Facebook sustain before starting cutting expenses.<p>Sources: [1]:https:&#x2F;&#x2F;www.nytimes.com&#x2F;2020&#x2F;04&#x2F;14&#x2F;business&#x2F;los-angeles-times-furloughs-cuts.html

2 条评论

nostrademons大约 5 年前
You can get some idea of worst-case scenarios from their publicly available financials. Google has $120B in cash [1] and operating expenses of $54B [2]. If they lose <i>all</i> their revenue, they can continue operating for another 2 years. Facebook has $54B in cash [3] and operating expenses of about $33B [4]; they can operate for 1.5 years with no revenue.<p>Their margins are also pretty good. Facebook has profits of $25B on revenues of $70B for about 40% margins [4]. Google has profits of $35B on revenues of $160B for about 20% margins [2]. These are conservative approximations of the rough percentage drop in revenues that they could sustain and still remain profitable. (In actuality, &quot;cost of revenue&quot; tends to go down as revenue does, so both of them could sustain a roughly 50% drop in revenue while remaining profitable.) Note that runway and burn rate have a reciprocal relationship: if these companies sustained the 50% revenue drop mentioned above, they&#x27;d still have infinite runway, while if they sustained a 75% drop, they&#x27;d have a ~5 year runway.<p>[1] <a href="https:&#x2F;&#x2F;finance.yahoo.com&#x2F;quote&#x2F;GOOG&#x2F;balance-sheet?p=GOOG" rel="nofollow">https:&#x2F;&#x2F;finance.yahoo.com&#x2F;quote&#x2F;GOOG&#x2F;balance-sheet?p=GOOG</a><p>[2] <a href="https:&#x2F;&#x2F;finance.yahoo.com&#x2F;quote&#x2F;GOOG&#x2F;financials?p=GOOG" rel="nofollow">https:&#x2F;&#x2F;finance.yahoo.com&#x2F;quote&#x2F;GOOG&#x2F;financials?p=GOOG</a><p>[3] <a href="https:&#x2F;&#x2F;finance.yahoo.com&#x2F;quote&#x2F;FB&#x2F;balance-sheet?p=FB" rel="nofollow">https:&#x2F;&#x2F;finance.yahoo.com&#x2F;quote&#x2F;FB&#x2F;balance-sheet?p=FB</a><p>[4] <a href="https:&#x2F;&#x2F;finance.yahoo.com&#x2F;quote&#x2F;FB&#x2F;financials?p=FB" rel="nofollow">https:&#x2F;&#x2F;finance.yahoo.com&#x2F;quote&#x2F;FB&#x2F;financials?p=FB</a>
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Mike_Andreuzza大约 5 年前
A lot,for me now is almost 0, I made 0.89 cents in 2 weeks on <a href="https:&#x2F;&#x2F;www.colorsandfonts.com" rel="nofollow">https:&#x2F;&#x2F;www.colorsandfonts.com</a> with doigital ads<p>I am using codefund...
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