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- WhatsApp Ads - $5B Opportunity
WhatsApp Ads - $5B Opportunity
& YouTube Shorts Hits 200 Billion Views
$5B Opportunity in WhatsApp Ads by 2027: Morgan Stanley
Meta isn’t just good at ads — it's built on them. Since 2019, the company has pulled in $716 billion from advertising, compared to just $17 billion from all other revenue streams combined.
The latest quarter paints an even starker picture: 98% of Meta’s revenue came from ads. Meta’s plan to introduce ads in WhatsApp’s “Updates” tab could unlock a $3–5 billion annual revenue stream by 2027, according to Morgan Stanley. In a bullish scenario, that figure could climb to $6 billion, fueled by WhatsApp’s 1.5 billion daily users spending 2–4 minutes daily in that section.
While most of those users are outside the U.S. — where ad rates are lower — the sheer volume of engagement makes the feature a major monetization opportunity. WhatsApp has long been Meta’s most under-monetized platform, and this move signals a strategic shift toward turning attention into serious ad dollars.
Winners and Whiplash: How Major Asset Classes Performed Since 2020
Since 2020, global markets have ridden a rollercoaster of inflation shocks, rate pivots, and geopolitical tension—pushing different asset classes through dramatic highs and lows. Bitcoin leads the pack with explosive growth (+301% in 2020, +156% in 2023), but also saw brutal drops (–65% in 2022), highlighting its unmatched volatility and reward potential but a CAGR of ~61%.
Gold proved its traditional strength, especially in 2024 (+26.7%), as investors piled in amid falling rates and global uncertainty. Meanwhile, U.S. large caps (S&P 500) and tech (Nasdaq) rebounded sharply after a tough 2022, with SPY rising 26.2% in 2023 and QQQ soaring 54.9%.
2025 has opened on shaky ground—marking the S&P 500’s fifth-worst start ever due to tariff fears. The big picture? The last five years rewarded boldness, punished passivity, and reinforced that diversification remains the only sure thing in a whipsaw market.
YouTube Shorts Hits 200 Billion Daily Views – and It's Just Getting Started
YouTube Shorts has exploded to a jaw-dropping 200 billion daily views, quadrupling its audience in just over a year. That puts Shorts in the same league as TikTok and cements YouTube’s dominance across both long- and short-form video.
The surge is driven by global creator adoption and YouTube’s aggressive algorithmic push, especially on mobile. With 2.7 billion monthly users across YouTube, Shorts is becoming the gateway to deeper platform engagement—and a magnet for ad dollars.
As YouTube ramps up monetization tools for Shorts, including revenue sharing and shoppable links, it’s not just chasing eyeballs—it’s building a vertical video empire. The next frontier? Turning those billions of views into billions of dollars.