Tech Majors Market Shares Q1 2018 Advertising and Subscriptions Power Growth

The 20,000 Foot View: In XXX 2018 advertising revenue and services revenue drove strong growth for the tech majors – Alphabet, Amazon, Apple, Facebook, with Alphabet and Apple retaining their respective leads in each of those revenue segments but losing market share. Subscriptions were also a big part of the XXX narrative; Amazon and Apple highlighted significant subscription growth underpinning their growing service businesses.

Key Findings

• Tech major XXX 2018 revenues totalled XXX billion, up XXX from XXX 2017 and XXX from XXX 2016
• All four tech majors except Facebook grew faster in XXX 2018 than they did XXX 2017
• Apple has the largest market share XXX followed by Amazon XXX Alphabet XXX with Facebook the junior partner with just XXX lost market share, dropping nine points across the two-year period, while Amazon gained five points, Facebook three points and Alphabet one point
• Tech major ad revenue totalled XXX billion in XXX 2018, up XXX from XXX 2017 – an acceleration on the XXX Y-o-Y growth registered in 2017
• Facebook ad revenues were up XXX YoY to reach XXX billion, giving it a tech major ad revenue market share of XXX up from XXX in XXX 2016
• Alphabet’s tech major market share of ad revenues also fell from XXX in XXX 2016 to XXX in XXX 2018
• Amazon ad revenue grew XXX YoY in XXX 2018 to reach XXX billion, giving it a tech major ad revenue market share of around XXX is pivoting towards content and services against the backdrop of a maturing core business. Services revenues now account for XXX of group revenues
• In XXX 2018 Apple’s Services revenue was XXX billion, a XXX increase YoY, giving it a leading tech major services market share of XXX recorded XXX billion services revenue in XXX 2018, a XXX YoY increase and a third-placed tech major market share of XXX up from XXX in XXX 2016
• Alphabet ranked second in terms of XXX 2018 services revenue, with XXX billion, giving it a market share of XXX five points up from XXX in XXX 2016

Companies and brands mentioned in this report: Alphabet, Amazon, Apple, Facebook