Google's earnings: What future for plunging AdSense business?

AdSense represents about one-third of total revenues and is important to lots of media companies.

chart_1
AdSense is the red line...

 

Googgle’s [$GOOG] fourth quarter 2013 financial report is due after close of markets tomorrow (January 30) and the numbers I’ll be looking at will be for its AdSense advertising network — about one-third of total revenues — which has been plunging for the past three quarters. 

AdSense revenues are generated by showing Google ads on third-party web sites. Large media companies such as New York Times are part of the AdSense network. There’s also lots of smaller publishers that rely on the nearly $13 billion that Google paid out in 2012.  If there are problems in generating AdSense revenues, it will affect many media companies, too.

I was the only one to report on the Adsense plunge three months ago: 

Analysis: What Future For Google's Troubled $12.7bn AdSense Network?

Some Silicon Valley reporters would rather follow a car that drives itself than follow the money. 

Newsletters

You have been successfully signed up. To sign up for more newsletters or to manage your account, visit the Newsletter Subscription Center.
Subscription failed.
See All
See All