Amazon breaking out its advertising services for the first time is significant, and it’s easy to see why the company chose to do it now: The business is booming, putting a tidy bow on a strong period. Amazon saw total revenue hit $137.4 billion in Q4, which includes the critical holiday window. Profit reached $14.3 billion.
Analysts have long speculated that Amazon would eventually convert digital advertising’s long-standing duopoly of Facebook and Google into a triopoly. That forecast is more firmly realized as brands seek out networks that can place their marketing messages closer to the point of sale.
