Is This Huge Win for AOL a Loss for Google?

By Tim Beyers – Oct 22, 2013 at 11:12AM

NASDAQ: GOOGL

Alphabet

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Price as of April 25, 2024, 10:16 a.m. ET

YouTube now ranks second in ad views.

AOL (NYSE: AOL) may serve more video ads than Google (GOOGL -3.49%), but YouTube is still one of the Web's richest properties, Fool contributor Tim Beyers says in the following video.

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.

The Motley Fool recommends Google. The Motley Fool owns shares of Google. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.