https://www.wsj.com/articles/apples-privacy-change-will-hit-facebooks-core-ad-business-heres-how-11611938750 Hi guys, How would this affect fb ads revenue. It says apple will enforce on q1, that means to see the affects, we will expect to see revenue changes on following quarters earning call? How big is target ads right now in terms of the whole share in fb? Thanks
Is it time to short FB?
It's so interesting to see fb cry foul of this and are joining epic in the lawsuit, when they also charge a flat 30% of revenue for just managing a bunch of servers. It's the app company that spends on all the effort for itself. The revenue cut should go down over a 1-2 years period, because that's the life of most apps
how much are google apps affected by this?
good point, everybody get affected. But g have browser and cache
@FB which team you are in?