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![GabGrowth Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1030436381779156993.png) Gab [@GabGrowth](/creator/twitter/GabGrowth) on x 14.6K followers
Created: 2025-07-21 17:22:03 UTC

4/ Why Ads could be the most profitable business

Digital Ads are structurally high margin businesses. Some of the greatest businesses today, with insanely high margins, are fundamentally ad businesses.

Think $GOOGL $META $AMZN

What all these businesses have in common, is they own the ad platform, the checkout/delivery system and the user relationship.

This means they don’t need to rely on third-party data. Instead, they have proprietary information to inform brands about purchase behaviours and ROAS.

$GRAB is no different.

Assuming it achieves a base-case of X% take-rate on on-demand GMV in 2027 ($27B), along with a conservative XX% EBITDA margin…

GrabAds will bring in $405M in EBITDA, nearly XX% of FY2025’s management guidance for GROUP EBITDA.

![](https://pbs.twimg.com/media/GwZdLcybEAAJUfX.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947346348006604870/c:line.svg)

**Related Topics**
[amzn](/topic/amzn)
[meta](/topic/meta)
[googl](/topic/googl)
[$meta](/topic/$meta)
[$googl](/topic/$googl)
[stocks communication services](/topic/stocks-communication-services)
[meta platforms](/topic/meta-platforms)
[$amzn](/topic/$amzn)

[Post Link](https://x.com/GabGrowth/status/1947346348006604870)