How to pick winners in the new media wars

Online media is set to bite into TV advertising revenue. But how to spot the game-changers in a sector awash with jargon and hype? Simple – go back to basics, says Rupert Foster

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Online media is set to bite into TV advertising revenue. But how to spot the game-changers in a sector awash with jargon and hype? Simple go back to basics, says Rupert Foster.

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CompanyDAU/MAUUsersGrowth (yoy)
FacebookDAU4bn+c.20%
TencentMAUc.2bn+c.15%
GoogleMAUc.1bn+c.5%
BaiduMAU667m+c.5%
AlibabaMAU493m+c.12%
TwitterMAU313mflattish
SnapDAU158m+48%
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CompanyQuarterly advertising revenue
Google$22,309m
Facebook$8,629m
Alibaba$4,200m
Baidu$2,400m
Tencent$1,095m
Amazon$300m
Snap$165m
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CompanyARPU (quarterly)
Average TV company$35-$70
Googlec. $50
Facebook$19.80
Twitter$5.70
Snap$2.15
Amazon$1.20
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CompanyTime per day
TV240 mins
Tencent60 mins
Facebook50 mins
Snap25-30 mins
Instagram20 mins
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Rupert Foster

Rupert is an investment strategist and adviser at J & C Foster, providing Asian, Consumer and Global Equities Strategy advice to a number of family offices and portfolio management organisations. He writes on Asia and Global Macroeconomics for a number of investment publications including MoneyWeek and HL Investment Times.