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

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

#141

Earlier quoted context omitted.

>More than 90% of their profits come online advertising, something that can be easily blocked for life with a simple browser extension/plugin. If I were Tim Cook, I'd be at least a little tempted to update iOS and OSX to include adblocking on by default.

The Google infrastructure now powers a chunk of icloud. I don't see apple killing the revenue stream that feeds their bottomless pool of capacity.

Apple has been rumored to be moving away from cloud providers for a while now.

Have been wondering for a while they are building an internal cloud e.g. using FoundationDB acquisition as their DBaaS.

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

#142
post #122

Earlier quoted context omitted.

And yet they managed to make another complicated cloud service. Would be nice if someone would cater for Startup owners that do not have time to study documentation and overlook multiple processes just to run a simple bot etc.

GCE is much simpler to use than EC2. Google came to the party late and they have seemed to take some time to not replicate AWSs annoyances.

Would you please care to share learning resources about GCE other than the official docs?

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

#143
post #100

Earlier quoted context omitted.

Why? Isn't that the exact time when you would want to see ads?

It would be the time when I'm hating apps the least, yes. Usually, the companies whose ads I'd want to click on rank high in the organic search results, anyway.

Ads, not apps..

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

#144

Earlier quoted context omitted.

That would bring an antitrust lawsuit against them pretty quickly, I think.

This is probably the worst thing about being influential and/or wealthy. Nobody would sue opera if they did it.

Does opera bring in 18 billion dollars a year from advertising? Anti competitive is a much easier sell against Google, since advertising is their core business. I don't see how this has much to do with influence.

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

#145
post #8

"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…

I imagine part of it is explained by the fact that when I did a search on a mobile device, nearly 90% of the front fold was ad. http://i.imgur.com/S5nClc4.png

I watch users all day click on the top link regardless of whether it says its an ad or not.

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

#146
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…

If anyone knows how the numbers break down, it is google. Luckily, they own 3-10 working backups of the entire user facing internet and pretty key infrastructure that the internet depends on. So, if in the event that people start blocking advertisements they would probably:

> Restructure as a Meta Company balkanizing google search to limit anti-trust lawsuits.

> Allow other sectors of the company to start using that data to create businesses.

> Invest heavily into infrastructure and try to promote google as the main infrastructure for developers to build on. Probably really engage the community by doing open source projects for data analysis & machine learning (their core competency) and provide tutorials, data hosting and google service integration so developers get into their ecosystem.

> continue investing in Android for the 1.3 Billion people using

> continue delivering chrome for the 40% internet users using it

> Consider monetizing the nearly 1 Billion active gmail users.

However, if they were really smart, they would release eyeglasses that cost 2-4000 dollars and have less computing power than a calculator. This will be a gamechanger.

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

#147
post #127

Earlier quoted context omitted.

Does ad blocking work with search ads and YouTube ads?

Yep.

Just tried a google search with adblock enabled. Still getting ads on top of search results. Chrome on OSX.

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

#148

Earlier quoted context omitted.

The Google infrastructure now powers a chunk of icloud. I don't see apple killing the revenue stream that feeds their bottomless pool of capacity.

Apple has been rumored to be moving away from cloud providers for a while now. Have been wondering for a while they are building an internal cloud e.g. using FoundationDB acquisition as their DBaaS.

The Information recently reported on Apple's cloud efforts. They don't seem to be going well:

Infighting Slows Apple’s Cloud Engineering Efforts: http://go.theinformation.com/2c8e01

> Two engineering teams working on new internal cloud-computing infrastructure to power Apple’s Web services are in open conflict, the people say. Already, the infighting has sparked at least one key employee departure, with more expected soon.

Inside Apple’s Cloud Infrastructure Troubles: http://go.theinformation.com/d716c4

> Despite years of trying, Apple has failed to develop infrastructure to handle traffic for its Internet services, which include iTunes, Apple Maps, iMessage and backups of images and videos stored on the iPhone.

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

#149
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…

Google makes their money primarily from users clicking on ads they want to follow. Ad blockers don't affect that. Not everyone hates ads.

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

#150
post #133
post #122

Earlier quoted context omitted.

And yet they managed to make another complicated cloud service. Would be nice if someone would cater for Startup owners that do not have time to study documentation and overlook multiple processes just to run a simple bot etc.

If only ... If only there were cloud products and services that were dead simple and just did one little useful thing just the way you wanted it. If only ...

What about when folks want lots of useful things?
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