Earlier quoted context omitted.
Fiber infrastructure is expensive.
That is capital spending. They have lost more than $600mn (on $166mn of revenue), without including the $280mn in capex and the $145mn in stock-based compensation.
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
#202Earlier 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…
Sorry other allegedly acceptable ads, but I don't need trashy clickbait at the end of every news story so you all lose out.
Re: Alphabet slides 5% after missing earnings expectations on revenue of $20.3B
#203Earlier quoted context omitted.
The current search market is ~4.6 billion searches per day. Google owns about 75% of the market, with ~3.5 billion searches per day. DuckDuckGo has about 12 million searches per day, ~0.25% of the market. Bing/Yahoo are the other big players in the search market, with between ~10-12% each.
I get 70% as many readers to my blog from duckduckgo as bing (and 3x yahoo), so I imagine they are well positioned to get a boost from tech people recommending it to their families.
If technology people start to prefer DuckDuckGo things may shift quickly.