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Chronicles

The story behind the story

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Facebook Gets Personal With Ad Targeting Plan

Social-networking Web site Facebook Inc. is quietly working on a new advertising system that would let marketers target users with ads based on the massive amounts of information people reveal on the site about themselves.

Wall Street Journal Vauhini Vara

Context & Ripple Effects

The Wall Street Journal's report, picked up the same day by VentureBeat, describes Facebook Inc. quietly building an in-house advertising system that would let marketers aim ads using the personal details users volunteer on the site — schools, interests, demographics — rather than the page content an ad happens to sit next to.

The significance is structural: a social network's core asset is not pageviews but self-declared identity, and this move would convert that asset into a direct sales pitch to advertisers. The story landed with no announced launch date, marking the moment profile-based targeting moved from concept to active product development at the fastest-growing network.

First-order effects

  • Advertisers buying Facebook inventory would shift from context- and placement-based buys to audience-defined campaigns keyed to profile attributes, changing how media plans on the site are constructed.
  • Facebook would internalize ad targeting technology instead of routing inventory through third-party ad networks, capturing both the data advantage and the margin.

Second-order effects

  • Competing social networks holding similar troves of self-reported user data face pressure to build equivalent targeting products or cede premium ad pricing to Facebook.
  • Ad networks and intermediaries that currently package social-networking inventory for brand marketers lose leverage if platforms sell audience-targeted placements directly.

Third-order effects

  • If profile-derived targeting becomes the standard across social networks, user self-disclosure turns into a priced economic input, putting privacy expectations and eventual regulatory scrutiny of social-graph data use on the industry agenda.
  • Advertising economics tilt toward platforms that own rich declared-identity data over publishers that own only content, widening the gap between social networks and traditional web publishers.

The trend: Online advertising is shifting from targeting what pages users read to targeting who users say they are, with social networks' profile data as the new currency.