LAURA CHAMBERS, CEO, MOZILLA CORPORATION As Mark shared in his blog, Mozilla is going to be more active in digital advertising. Our hypothesis is that we n
I used to work in a marketing agency, and had a few clients that heavily used advertising data.
I’d go as far as to say that while more data is nice, good data is much better. If Mozilla can somehow produce an advertising platform that is not intrusive, is opt-in, and has a wide enough reach to satisfy advertisers, they’re on to a winning strategy. Furthermore, they would need to codify any changes into Mozilla itself to ensure that advertising never gets to intrude on privacy or the browser experience - with the removal of the CEO and entire exec team as the cost for triggering this.
With all that said, I think the threat of doing this is probably a good thing. Mozilla’s track record of products is, frankly, piss poor. The thing is, everyone seems to be good at advertising, so there’s no reason why if Google leaves they can’t just say “fine, we’re an advertising company now” and eat their lunch.
I don’t see how eating their lunch would happen. Something like 85-90% of Mozilla’s income every year is from their Google search partnership. Google does some sort of revenue sharing thing where a portion of the value of search ads clicked through Firefox goes back to Mozilla, but the payment for search partnership itself, well, if that goes away, there’s no lunch to eat, metaphorically. There’s nothing to replace it with. Maybe Bing takes it’s place but I’m not sure that would happen.
I think the elephant in the room here is that Mozilla has 0.2% of the revenue that Google has, but is sustaining market share orders of magnitude higher than that. But unfortunately, at this point there’s a growing echo chamber of extremely low effort comments assuming that if you could just run back the clock, and not focus on “distractions” like their VPN or Mozilla.social, or the Mr. Robot Easter egg, that they would have overtaken Chrome in market share.
Like it was this easily achievable thing that just slipped through their fingers, rather than an inevitable consequence of Google’s disproportionate finances and monopoly power.
It’s probably more on the lines of Google losing advertising share to every other company (Meta, Amazon, Unity, Microsoft) that has gotten into the ad business in recent years - all with minimal experience in ads, but either data, infrastructure, or visitors to sell. Mozilla definitely will have the infrastructure and visitors, even if opt-in.
I don’t agree that they’ll overtake Google, or could have overtaken Chrome with their product tie-ins/offerings. Google is a beast, whereas the average person probably couldn’t tell you who makes Firefox (or maybe even what Firefox is).
I would say you’re basically right. I think Mozilla can try to grab a slice of the pie, the Q is if it’s enough, and fast enough, to replace revenue from the search partnership.
I used to work in a marketing agency, and had a few clients that heavily used advertising data.
I’d go as far as to say that while more data is nice, good data is much better. If Mozilla can somehow produce an advertising platform that is not intrusive, is opt-in, and has a wide enough reach to satisfy advertisers, they’re on to a winning strategy. Furthermore, they would need to codify any changes into Mozilla itself to ensure that advertising never gets to intrude on privacy or the browser experience - with the removal of the CEO and entire exec team as the cost for triggering this.
With all that said, I think the threat of doing this is probably a good thing. Mozilla’s track record of products is, frankly, piss poor. The thing is, everyone seems to be good at advertising, so there’s no reason why if Google leaves they can’t just say “fine, we’re an advertising company now” and eat their lunch.
I don’t see how eating their lunch would happen. Something like 85-90% of Mozilla’s income every year is from their Google search partnership. Google does some sort of revenue sharing thing where a portion of the value of search ads clicked through Firefox goes back to Mozilla, but the payment for search partnership itself, well, if that goes away, there’s no lunch to eat, metaphorically. There’s nothing to replace it with. Maybe Bing takes it’s place but I’m not sure that would happen.
I think the elephant in the room here is that Mozilla has 0.2% of the revenue that Google has, but is sustaining market share orders of magnitude higher than that. But unfortunately, at this point there’s a growing echo chamber of extremely low effort comments assuming that if you could just run back the clock, and not focus on “distractions” like their VPN or Mozilla.social, or the Mr. Robot Easter egg, that they would have overtaken Chrome in market share.
Like it was this easily achievable thing that just slipped through their fingers, rather than an inevitable consequence of Google’s disproportionate finances and monopoly power.
It’s probably more on the lines of Google losing advertising share to every other company (Meta, Amazon, Unity, Microsoft) that has gotten into the ad business in recent years - all with minimal experience in ads, but either data, infrastructure, or visitors to sell. Mozilla definitely will have the infrastructure and visitors, even if opt-in.
I don’t agree that they’ll overtake Google, or could have overtaken Chrome with their product tie-ins/offerings. Google is a beast, whereas the average person probably couldn’t tell you who makes Firefox (or maybe even what Firefox is).
I would say you’re basically right. I think Mozilla can try to grab a slice of the pie, the Q is if it’s enough, and fast enough, to replace revenue from the search partnership.