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Recent #Advertising news in the semiconductor industry

tweaktown
6 months ago

Ads are the key to reaching every gamer on the planet, Microsoft says

➀ Microsoft Advertising recently presented at CES 2025 about the future of Xbox and the potential for ad-supported game delivery.

➁ Microsoft believes that ads could be a means to make gaming accessible to everyone, similar to how other forms of entertainment have scaled globally.

➂ The partnership with King and Xandr positions Microsoft to potentially lead the evolution of advertisements in the video games industry.

AdvertisingMicrosoftgaming
tomshardware
5 months ago

Valve clarifies ban on in-game advertising on Steam

➀ Valve更新了其Steamworks文档，新增了专门的“Steam上的广告”页面，进一步阐明其反对在Steam上投放广告的立场；

➁ 官方页面明确指出，开发者不应将付费广告作为其游戏业务模式，如要求玩家观看或参与广告以进行游戏，或将游戏玩法与广告隔离；

➂ 虽然Steam上仍允许有限度的广告，但这些广告通常是产品推广、交叉推广和Steam外游戏的付费广告。

AdvertisingPC gamingSTEAMValvegaming
seekingalpha
9 months ago

Amazon: Watch Out For A Single Number

1. Amazon's advertising segment is becoming increasingly important for stock performance; 2. Amazon has broken the digital advertising duopoly of Google and Meta; 3. The company is investing heavily in AI chips and AI tools for advertisers; 4. Amazon is well-positioned to expand margins through AI and robotics; 5. The stock is reasonably priced compared to peers.
AIAdvertisingtechnology
seekingalpha
11 months ago

Amazon Can Surprise Wall Street With Rapid Margin Expansion

1. Amazon's advertising business reached over $50 billion in trailing twelve months revenue, potentially valuing this segment at close to $900 billion. 2. AWS revenue growth and margin expansion have significantly improved operating income. 3. Despite a slight revenue miss, Amazon's stock is trading at a forward PE ratio cheaper than peers, making it an attractive long-term investment.
AdvertisingCloud Computingearnings
seekingalpha
12 months ago

Meta: Fighting Recession Fears With AI

1. Meta's Q2 report highlights the company's effective use of AI to enhance ad spending and user engagement, resulting in strong financial results. 2. The introduction of advanced AI models like Meta Lattice and Llama 3.1 positions Meta as a leader in AI technology. 3. Despite potential legal challenges and recession risks, Meta's robust financial health and strategic AI initiatives make it a strong long-term investment.
AIAdvertisingfinancial performance
imore
about 1 year ago

Apple takes aim at Chrome with a not-so-subtle ad campaign

1. Apple has launched a new ad campaign called 'Flock' to promote Safari and highlight privacy concerns associated with other browsers, particularly Google's Chrome. 2. The ad emphasizes that browsing on an iPhone with Safari ensures privacy, contrasting with the perceived data collection practices of Chrome. 3. Apple suggests users switch to privacy-focused search engines like DuckDuckGo and Ecosia, even when using Safari, as Google remains the default search engine on iPhones.
AdvertisingBrowsersPrivacy