What’s clear this week is that Facebook and Google will continue to play an outsized role in shaping the online world. Facebook drives revenue at a faster pace than other tech company, and it’s doing that through its ad offerings—even as its rate of growth slows and the platform gets saturated with ads. Meanwhile, for Google, cost-per-click—the amount advertisers pay Google each time someone clicks on one of its ads—saw a bigger decline this quarter than analysts had predicted, because mobile ads cost less and Google’s mobile search traffic is up. But the pair remain the clear duopoly in online advertising, and will be for the foreseeable future. “These are two of the fastest-growing consumer tech companies, despite the fact that they are mature businesses,” says Jan Dawson, a principal analyst at Jackdaw Research. “And they are both almost entirely driven by advertising.”
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