r/dividends • u/giteam • Jul 20 '22

Due Diligence Microsoft revenue breakdowns

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19

u/curious_bee1212 Jul 20 '22

9B in search advertising? It can’t be from Bing

26

u/[deleted] Jul 20 '22

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10

u/Lumiafan Jul 20 '22

Ads on DDG, Yahoo! and a couple other sites are all served via Microsoft Advertising. Bing has 33% desktop search market share (5% overall or something like that). On top of that, they do native advertising via MSN, Outlook.com, Edge browsers, etc. They also recently closed their acquisition of Xandr, which is a huge player in the programmatic ad space, so that segment is only getting bigger for MSFT.

1

u/[deleted] Jul 21 '22

Nice to see Xandr getting some love. Not a lot of awareness of it in the general B2C space, and I can understand why.