Meta, Trade Desk, Amazon: Digital Ad Titans Set For Strong 2025 Growth, Tech Analyst Says
Meta, Trade Desk, Amazon: Digital Ad Titans Set For Strong 2025 Growth, Tech Analyst Says
"Advertisers we reached are planning to accelerate their Meta ad spending in 2025 versus 2H24," Ives notes. Digital advertising's heavy hitters are entering the fourth quarter with positive momentum, according to Wedbush Securities' analyst Dan Ives.
根據Wedbush Securities的分析師丹·艾夫斯(Dan Ives)稱，數字廣告的明星們以積極的動力進入第四季度。
In Wedbush Securities' latest survey of over 200 U.S.-based marketers, advertisers expressed bullish sentiments for Meta Platforms Inc (NASDAQ:META), The Trade Desk Inc (NASDAQ:TTD), and Amazon.com Inc (NASDAQ:AMZN) as the sector prepares for 2025 and beyond.
在Wedbush Securities最新對200多位美國營銷人員的調查中，廣告商對納斯達克: META的Meta Platforms Inc (META)、納斯達克: TTD的The Trade Desk Inc (TTD) 和亞馬遜公司的Amazon.com Inc (AMZN) 表達了看好的情緒，而該板塊爲2025年及未來做準備。
Meta: Bucking The Slowdown Trend?
Meta: 扭轉放緩趨勢？
Meta is getting encouraging marks from advertisers, with only a slight deceleration in growth reported between the second and third quarter. More importantly, spending intent for 2025 looks bright.
廣告商們對Meta給予了鼓舞人心的評價，僅報告了第二季度和第三季度之間增長略有放緩。更重要的是，他們對2025年的支出意向看起來很樂觀。
"Advertisers we reached are planning to accelerate their Meta ad spending in 2025 versus 2H24," Ives notes.
艾夫斯指出：「我們聯繫到的廣告商計劃在2025年加速他們對Meta的廣告支出，與2H24相比。」
This upbeat sentiment counters market models that expect a slowdown, and Meta is projected to outperform consensus estimates for next year.
這種樂觀的情緒對抗了預計放緩的市場模型，而Meta被預計將在明年超越共識預期。
The Trade Desk: Accelerating Growth
The Trade Desk: 加速增長
For The Trade Desk, it's more good news.
對於The Trade Desk來說，這是更多的好消息。
Growth appears to be picking up speed, with advertisers reporting stronger numbers for the third quarter compared to second.
增長似乎正在加速，廣告主報告第三季度的數字比第二季度更強勁。
"Our survey showed accelerating growth for TTD in 3Q versus 2Q," Ives observed. While consensus expects stable growth, the sentiment from advertisers implies a stronger performance as we head into the final quarter of 2024 and beyond.
"我們的調查顯示，與第二季度相比，TTD在第3季度的增長加快，" Ives觀察到。儘管輿論預計增長穩定，但廣告主的情緒暗示着在2024年和以後進入第四季度時表現更強勁。
Read Also: Tesla Stock Plunges 3% Despite Q3 Deliveries Exceeding Consensus And Growing Year-Over-Year
閱讀更多：特斯拉股價下跌3%，儘管第三季度交付超過共識，同比增長。
Amazon: Stronger Ad Spending Growth
亞馬遜：廣告支出增長強勁
Amazon's advertising game is also on the rise, with advertisers noting a sequential improvement in the third quarter. "Our survey suggests a sequential improvement in Amazon's ad business in 3Q," according to Wedbush.
亞馬遜的廣告業務也在上升，廣告主指出第三季度出現了順序改善。"我們的調查表明，根據Wedbush的說法，亞馬遜的廣告業務在第三季度出現了順序改善。
While analysts expect Amazon's ad revenue growth to slow slightly, Wedbush estimates still show a healthy increase of more than 19% year over year.
儘管分析師預計亞馬遜的廣告收入增長會略有放緩，但Wedbush的估算仍然顯示同比增長超過19％。
A Bullish Future?
一個看好的未來？
With strong feedback across Meta, Trade Desk, and Amazon, Wedbush's survey points to a robust future for digital advertising.
隨着Wedbush的調查在Meta、The Trade Desk和亞馬遜上獲得積極反饋，預示着數字廣告的未來前景強勁。
As marketers ramp up spending into 2025, these tech giants could see their ad revenue growth exceed expectations, reinforcing their dominant positions in the digital landscape.
隨着營銷人員在2025年增加支出，這些科技巨頭可能會看到他們的廣告營收增長超出預期，從而鞏固其在數字領域的主導地位。
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Image: Shutterstock
圖片：shutterstock
譯文內容由第三人軟體翻譯。
