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Facebook、GoogleのFBXへのアクセスを禁止している?

2013.3.11

Facebook and Google aren’t exactly besties, and the social giant’s latest move won’t help matters. In recent weeks Facebook has made two friends through moves that will simultaneously help its own advertising business and hurt Google’s.

Last month, Adobe and AOL joined Facebook Exchange, the social network’s display retargeting platform beloved by direct-response advertisers who are typically big-time Google buyers. Google was conspicuously not included.
That could give a leg up to those looking to build end-to-end ad tech platforms for advertisers. FBX access “is a key differentiator,” said Ned Brody, CEO of AOL Networks. Adobe Advertising Solutions’ senior director of new product innovation Justin Merickel called the exchange “a huge inventory source.”

Indeed, as Google, Adobe, AOL and others endeavor to own the digital ad space’s plumbing, the absence of FBX inventory can be a glaring gap. During Facebook’s most recent earnings call, COO Sheryl Sandberg said by December Facebook Exchange was serving more than 1 billion impressions daily from more than 1,300 advertisers a day. In the first month that Adobe began testing FBX, one advertiser ended up seeing 32 percent of its impressions run on the exchange, impressions that would normally be spread across seven suppliers. IgnitionOne CEO Will Margiloff projected FBX will quickly become the No. 2 RTB inventory source behind Google’s AdX exchange.

“[Google's] DoubleClick Bid Manager is used by hundreds of agencies and businesses to buy inventory across dozens of private and publisher exchanges and platforms,” said a Google spokesperson. “Google clients would like to access FBX through that platform as well, but that is not available today.” Facebook declined to comment.

Being shut out of FBX “is not helping Google, but I don’t think it’s going to have that dramatic of an impact,” observed IDC analyst Karsten Weide. “Long term that may be a different story, but today [Google has] so much search inventory that they don’t really need Facebook inventory.”

Still, Facebook and Google have been in discussions about working together since FBX launched, sources said, dismissing the notion of a cold war between the companies. Instead, what is holding Facebook back is a desire to keep Google from comparing the quality of its inventory with sources, they said.

Plus, Facebook appears to be building its own ad tech platform, given its recent acquisition of ad server Atlas Solutions, which should improve its ability to attribute ads’ performance. “A super strategic move to get where they’ve always wanted to be in advertising,” said Weide. In short: on Google’s level.


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