The latest comScore data shows that AOL and newly acquired video-serving platform Adap.tv, combined, delivered 3.7 billion ad impressions in September. TechCrunch confirms that's the highest total ever recorded by comScore. YouTube, by contrast, generated 3.2 billion ad impressions last month while privately held BrightRoll ranked third with 2.8 billion impressions.
Should Google investors care about this "loss"? Not really. YouTube remains of the Web's most influential platforms, and a surprisingly effective mechanism for launching original programming. Google will keep profiting so long as that remains true, Tim says.
Do you agree? Where do AOL and Google rank on your stock watchlists? Please watch the video to get Tim's full take and then leave a comment to let us know where you stand.
Fool contributor Tim Beyers is a member of the Motley Fool Rule Breakers stock-picking team and the Motley Fool Supernova Odyssey I mission. He owned shares of Google at the time of publication. Check out Tim's web home and portfolio holdings or connect with him on Google+, Tumblr, or Twitter, where he goes by @milehighfool. You can also get his insights delivered directly to your RSS reader.
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