Alphabet slides 5% after missing earnings expectations on revenue of $20.3B

Post by funkyy » Fri, Apr 22, 2016, 2:54 AM UTC

wstrange wrote: post #85

adventured wrote: post #61

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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.

Post by rtpg » Fri, Apr 22, 2016, 3:00 AM UTC

magicalist wrote: post #16

tma-1 wrote: post #11

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…

> More than 90% of their profits come online advertising 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.

Post by f2f » Fri, Apr 22, 2016, 3:13 AM UTC

MikeHolman wrote: post #103

ryanobjc wrote: post #50

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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…

I assume you're being sarcastic, but Microsoft has done a pretty good job diversifying. Office, Windows, Azure, SQL, Surface, Xbox, even Bing contribute significantly to the bottom line.

Post by enraged_camel » Fri, Apr 22, 2016, 3:18 AM UTC

educar wrote: post #51

kumarm wrote: post #41

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>>Email will no see decent progress thanks to gmail. I remember how great email was before GMail: 1. Every few days I had delete emails so that I can get new email. 2. Delete sent mail immediately to make space for new emails. 3. More than 50% of emails received are spam. Yeah right GMail was one that stopped progress of email :)

As I noted, Google makes great products including gmail. My point was that with gmail being free and good enough, there is nobody to compete with gmail. In 2016, nobody will start an email company even though there are lots of advancements that can be made.

Post by eva1984 » Fri, Apr 22, 2016, 3:29 AM UTC

home_boi wrote: post #123

adventured wrote: post #61

Earlier 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…

Are there ad blockers for mobile? I feel like Google has already solved the ad blocker problem with Android.