Google display advert revenue this year (aka YouTube, Doubleclick, etc.) will hit around $2.75 billion while Facebook will likely hit $3.5 billion.
Google's search ad business is safe, but Google's content network could face a major challenge if Facebook launches a competitor. As most people leave Facebook logged in, Facebook could do much more accurate ad targeting as well as avoiding the huge fraud problems that Google faces.
Google's search ad business is safe, but Google's content network could face a major challenge if Facebook launches a competitor. As most people leave Facebook logged in, Facebook could do much more accurate ad targeting as well as avoiding the huge fraud problems that Google faces.