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cover of episode Behind the Numbers: Google’s Plans After the DeepSeek Announcement and How Much GenAI Chatbots Can Erode Its Search Dominance in 2025

Behind the Numbers: Google’s Plans After the DeepSeek Announcement and How Much GenAI Chatbots Can Erode Its Search Dominance in 2025

2025/2/18
logo of podcast Behind the Numbers: an EMARKETER Podcast

Behind the Numbers: an EMARKETER Podcast
AI Deep Dive AI Chapters Transcript
People
E
Evelyn Mitchell-Wolf
J
Jeremy Goldman
M
Marcus Johnson
Topics
Marcus Johnson: 我认为谷歌2024年的广告收入增长主要归功于第一、第二和第三季度的良好表现。虽然第四季度的增长与去年相似，但全年来看，增长几乎翻了一番。这表明谷歌在年初取得了显著的进展。 Evelyn Mitchell-Wolf: 我认为谷歌搜索是广告收入增长的主要驱动力，贡献了75%的份额。YouTube虽然增长最快，但只占广告收入的13.7%，因此贡献了25%。网络表现不佳，但这是谷歌的战略选择，因为它吸引了过多的监管审查。我认为谷歌正在战略性地减少对该部门的依赖。 Jeremy Goldman: 我认为不能将网络归零，因为它仍然有300亿美元的规模。虽然网络在衰退，但衰退的速度可能比现在更快。YouTube的同比增长为14%，虽然占总收入的比例较小，但它在获取关键受众和创造观看模式方面表现出色。因此，我认为YouTube应该获得更大的份额，可能是25%，网络是15%，其余的50%给核心搜索业务。

Deep Dive

Chapters
Google doubled its year-over-year ad revenue growth in 2024 compared to 2023. This growth is largely attributed to the strong performance of Google Search and YouTube, while the Network segment showed negative growth. YouTube's success is highlighted by its increasing popularity on TV, surpassing mobile usage.
  • 11% ad revenue growth in Q4 2023 and Q4 2024
  • 2024 full-year growth nearly doubled 2023's growth
  • YouTube contributed more ad revenue than Network for the first time in Q3 2023
  • YouTube now accounts for 25% of all time spent streaming video on TV

Shownotes Transcript

On today’s podcast episode, we discuss how DeepSeek has reset Google’s AI strategy, how much other GenAI chatbots can chip away at Google’s search dominance, and why the tech giant was able to double revenue growth last year. Tune in to the conversation with Senior Director of Podcasts and host Marcus Johnson, Senior Director of Briefings Jeremy Goldman, and Senior Analyst Evelyn Mitchell-Wolf. Listen everywhere and watch on YouTube and Spotify.

 

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For a transcript of this episode click here: https://www.emarketer.com/content/)podcast-behind-numbers-google-s-plans-after-deepseek-announcement-how-much-genai-chatbots

 

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