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* US ad blocking grew by 48% to reach 45 million active users in 12 months up to June 2015.
* Ad blocking grew by 41% globally in the last 12 months.
* US ad blocking grew by 48% to reach 45 million active users in 12 months up to June 2015.
How did they miss earnings, after buying back $2.3B of stock in Q1?
"Paid clicks for Google were up 29 percent year-over-year for the first quarter" I'm amazed this trend continues. Page views almost certainly were NOT up 29% yoy. Meaning that clicks are growing faster than page views, in a big way, every single quarter, for years. That's what sets the investor expectations, but I don't see a way this trend continues forever. There's only so much room for additional ads, ad optimizat…
How did they miss earnings, after buying back $2.3B of stock in Q1?
"Paid clicks for Google were up 29 percent year-over-year for the first quarter" I'm amazed this trend continues. Page views almost certainly were NOT up 29% yoy. Meaning that clicks are growing faster than page views, in a big way, every single quarter, for years. That's what sets the investor expectations, but I don't see a way this trend continues forever. There's only so much room for additional ads, ad optimizat…
Long-term, I am not very bullish on Google/Alphabet. More than 90% of their profits come online advertising, something that can be easily blocked for life with a simple browser extension/plugin. Some worrying figures[1]: * US ad blocking grew by 48% to reach 45 million active users in 12 months up to June 2015. * Ad blocking grew by 41% globally in the last 12 months. * US ad blocking grew by 48% to reach 45 million…
actually, it looks like this may be the first quarter where their non-advertising revenue was over 10% of their total revenue. $2,071 out of $20,091 (in millions). Growing 24% YoY isn't too shabby, either.
"Paid clicks for Google were up 29 percent year-over-year for the first quarter" I'm amazed this trend continues. Page views almost certainly were NOT up 29% yoy. Meaning that clicks are growing faster than page views, in a big way, every single quarter, for years. That's what sets the investor expectations, but I don't see a way this trend continues forever. There's only so much room for additional ads, ad optimizat…
Long-term, I am not very bullish on Google/Alphabet. More than 90% of their profits come online advertising, something that can be easily blocked for life with a simple browser extension/plugin. Some worrying figures[1]: * US ad blocking grew by 48% to reach 45 million active users in 12 months up to June 2015. * Ad blocking grew by 41% globally in the last 12 months. * US ad blocking grew by 48% to reach 45 million…
As of now:
Microsoft - down 5%. http://www.marketwatch.com/investing/stock/msft
Visa - down 4% http://www.marketwatch.com/investing/stock/v
Starbux - down 4% http://www.marketwatch.com/investing/stock/sbux
In each case, the cause is different. But one thing is common, trailing PE ratios of all four are high compared to historical norms. High PE ratios are maintained with high growth in revenue, earnings and margins. Back off even a bit and the invisible hand smacks you in the face.
Long-term, I am not very bullish on Google/Alphabet. More than 90% of their profits come online advertising, something that can be easily blocked for life with a simple browser extension/plugin. Some worrying figures[1]: * US ad blocking grew by 48% to reach 45 million active users in 12 months up to June 2015. * Ad blocking grew by 41% globally in the last 12 months. * US ad blocking grew by 48% to reach 45 million…
