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.
Wedbush Securities的分析师丹·艾夫斯表示，数字广告的重磅人物正以积极的势头进入第四季度。
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对200多家美国营销人员的最新调查中，广告商对Meta Platforms Inc（纳斯达克股票代码：META）、The Trade Desk Inc（纳斯达克股票代码：TTD）和亚马逊公司（纳斯达克股票代码：AMZN）表示看涨，因为该行业正在为2025年及以后做准备。
Meta: Bucking The Slowdown Trend?
Meta：逆转放缓趋势？
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.
Meta 从广告商那里获得了令人鼓舞的成绩，据报道，第二和第三季度之间的增长仅略有减速。更重要的是，2025年的支出意向一片光明。
"Advertisers we reached are planning to accelerate their Meta ad spending in 2025 versus 2H24," Ives notes.
艾夫斯指出：“我们联系的广告商计划在2025年而不是24下半年加快他们的元广告支出。”
This upbeat sentiment counters market models that expect a slowdown, and Meta is projected to outperform consensus estimates for next year.
这种乐观的情绪与预期放缓的市场模型背道而驰，预计明年Meta的表现将超过共识预期。
The Trade Desk: Accelerating Growth
贸易台：加速增长
For The Trade Desk, it's more good news.
对于交易台来说，这是个好消息。
Growth appears to be picking up speed, with advertisers reporting stronger numbers for the third quarter compared to second.
增长似乎正在加快，广告商报告称，与第二季度相比，第三季度的数字更强。
"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.
艾夫斯观察到：“我们的调查显示，与第二季度相比，第三季度TTD的增长加速。”尽管共识预计会稳定增长，但广告商的情绪表明，随着我们进入2024年最后一个季度及以后，业绩将更强劲。
Read Also: Tesla Stock Plunges 3% Despite Q3 Deliveries Exceeding Consensus And Growing Year-Over-Year
另请阅读：尽管第三季度交付量超过预期且同比增长，但特斯拉股价暴跌3％
Amazon: Stronger Ad Spending Growth
亚马逊：更强劲的广告支出增长
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.
亚马逊的广告游戏也在上升，广告商注意到第三季度连续改善。Wedbush表示：“我们的调查显示，第三季度亚马逊的广告业务连续改善。”
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.
尽管分析师预计亚马逊的广告收入增长将略有放缓，但Wedbush的估计仍显示出同比超过19％的健康增长。
A Bullish Future?
看涨的未来？
With strong feedback across Meta, Trade Desk, and Amazon, Wedbush's survey points to a robust future for digital advertising.
在Meta、Trade Desk和亚马逊的强烈反馈下，Wedbush的调查指出了数字广告的强劲前景。
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.
随着营销人员将支出增加到2025年，这些科技巨头的广告收入增长可能会超出预期，从而巩固他们在数字领域的主导地位。
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Image: Shutterstock
图片：Shutterstock
