Daniel Pronk on $META (Oct 29, 2026)
Meta is the only advertising company still growing very rapidly and continuously accelerating, and is about to overtake Google in advertising revenue, while Amazon and Google posted weaker advertising quarters; Claude is cited as seeing this as the clearest evidence Meta's AI investments are already paying off and expanding its business.
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What this first graph shows us is the net advertising revenue added per quarter for Amazon, Meta, and Google. Here we can see that Amazon did indeed have a weak quarter, adding $1.9 billion in net revenue to its advertising business, just as Google also had a weaker quarter.
This chart also shows us that Meta is achieving a real victory in the field of advertising. Both Amazon and Google make their Meta advertising business and third-quarter report look much better.
The following graph represents the figures for the past 12 months. Here we can see that Meta is about to overtake Google in advertising revenue, as I shared with you yesterday.
Meta is the only one that still maintains very rapid growth rates .
Meta is the only advertising company that is still in continuous acceleration. Claude believes this is the clearest evidence that Meta's investments in artificial intelligence are already paying off and expanding its business.
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