Earlier quoted context omitted.
Are the companies paying $10 per click? Otherwise I'm not sure you're making the appropriate comparison.
Yes, they are: http://www.wordstream.com/articles/most-expensive-keywords
Alphabet slides 5% after missing earnings expectations on revenue of $20.3B
91–100 of 203 posts
Re: Alphabet slides 5% after missing earnings expectations on revenue of $20.3B
#92Earlier quoted context omitted.
They are doing a poor job of diversifying. Those side businesses are producing a small amount of revenue. It would be one thing if the profits hadn't caught up, the real problem is there isn't much in the way of sales to begin with. I see no example business of theirs that will get them even moderately diversified off of online advertising in the next five years. And I'm not speaking of technology Alphabet is messing…
I block ads because "native" ad producers like Taboola, Outbrain, Revcontent, ... you get the point. These advertising companies like to show NSFW content at the end of news articles at some sites. Therefore I block ads for the same reason I block pornographic sites. This was pretty liberating because before "native" ads I felt a pang of guilt for blocking ads. If Google wants to stop ad blockers they should hide sit…
Re: Alphabet slides 5% after missing earnings expectations on revenue of $20.3B
#93Earlier quoted context omitted.
They are doing a poor job of diversifying. Those side businesses are producing a small amount of revenue. It would be one thing if the profits hadn't caught up, the real problem is there isn't much in the way of sales to begin with. I see no example business of theirs that will get them even moderately diversified off of online advertising in the next five years. And I'm not speaking of technology Alphabet is messing…
Cloud. I think they are very serious about becoming the market leader in this space. They are behind AWS, but if they can leverage the same technology that they use internally, they will have a compelling offering.
Re: Alphabet slides 5% after missing earnings expectations on revenue of $20.3B
#94Earlier quoted context omitted.
This would be a good thing in the long run. It would open the door to paid services that could be competitive. Currently YouTube is free and there are no consequences for blocking ads. It's funny, I didn't even realize that YouTube had ads until I turned off my ad blocker one day. I was amazed at how awful the experience was...
I think you can pay to disable ads on YouTube: https://www.youtube.com/red
Re: Alphabet slides 5% after missing earnings expectations on revenue of $20.3B
#95Long-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…
Can anyone shed light on the relatively widespread adoption of ad blocking software in Poland and Greece? A cursory search doesn't indicate any particular bandwidth or cost constraints.
Re: Alphabet slides 5% after missing earnings expectations on revenue of $20.3B
#96It's interesting to see how Google, a company that has arguably some of the best engineers in the world and the most brilliant technologists, still only makes a decent revenue on online ads. All of their other startups are losing money.
Why, you're right - somehow another $20b a quarter business has eluded them! They're normally just all over the place, I have a few in my couch at home. So weird. And yeah, all those other 'bets' - losing money. New things are usually immediately hugely profitable, and even thinking about trying something that doesnt make huge bank right out the gate makes 0 sense. This is in stark contrast to winning companies such…
Both Microsoft and Intel very successfully diversified their businesses at various times. I'm not sure you could have named two other tech giants that did a better job of diversifying away from their original product lines (which was not Windows for Microsoft, and was not microprocessors for Intel).
Microsoft didn't start out as an operating system company, they diversified into that business. Then they successfully diversified all over again. Windows dominated Microsoft's business for about 15-18 years. That's no longer the case. All profit from Windows could go away tomorrow and they would still be earning around $15 billion per year in net income. They're now a heavily diversified technology conglomerate.
Intel was a business initially built on memory chips, which were their first products. They did an extremely good job of diversifying; had they not they would have disappeared with the memory business.
"While Intel created the first commercially available microprocessor (Intel 4004) in 1971 and one of the first microcomputers in 1972, by the early 1980s its business was dominated by dynamic random-access memory chips."
Re: Alphabet slides 5% after missing earnings expectations on revenue of $20.3B
#97Earlier quoted context omitted.
They seem to be doing a pretty good job of diversifying? The profits haven't caught up yet, granted, but this is a company with many of the smartest people in the world working on future game-changing tech and sinking a ton of money into research. Still bullish here :)
They are doing a poor job of diversifying. Those side businesses are producing a small amount of revenue. It would be one thing if the profits hadn't caught up, the real problem is there isn't much in the way of sales to begin with. I see no example business of theirs that will get them even moderately diversified off of online advertising in the next five years. And I'm not speaking of technology Alphabet is messing…
God, I wouldn't want to be on the record saying that. People used to say things like this about web search too.
Re: Alphabet slides 5% after missing earnings expectations on revenue of $20.3B
#98Earlier quoted context omitted.
They seem to be doing a pretty good job of diversifying? The profits haven't caught up yet, granted, but this is a company with many of the smartest people in the world working on future game-changing tech and sinking a ton of money into research. Still bullish here :)
They are doing a poor job of diversifying. Those side businesses are producing a small amount of revenue. It would be one thing if the profits hadn't caught up, the real problem is there isn't much in the way of sales to begin with. I see no example business of theirs that will get them even moderately diversified off of online advertising in the next five years. And I'm not speaking of technology Alphabet is messing…
But the big opportunity is that they could offer you a car-as-a-service for much less than the current cost of a car. Today's cars are unused most of the time, so if we'd replace them with such a service, we'd need significantly fewer of them, thus reducing the cost.
Re: Alphabet slides 5% after missing earnings expectations on revenue of $20.3B
#99Re: Alphabet slides 5% after missing earnings expectations on revenue of $20.3B
#100Earlier quoted context omitted.
One can still block those. My adblocker does by default.
Why? Isn't that the exact time when you would want to see ads?
Usually, the companies whose ads I'd want to click on rank high in the organic search results, anyway.