Earlier quoted context omitted.
Reminds me of the phrase, "When your barber starts giving you stock tips, it's time to sell"
What if the barber is the one who said this?
Sell the barber.
Google Profits Surge on Strong Ad Demand
141–150 of 177 posts
Re: Google Profits Surge on Strong Ad Demand
#142Earlier quoted context omitted.
Fair enough. I'm perhaps overly cynical when I see this much optimism.
Optimism? It's simple extrapolation and a quick historical reference on how equivalently massive companies hold up over the near-term (5-10 years). I wasn't offering up an optimistic scenario. In just three years they'll very likely hit $13 to $15 billion in annual profit or so (it'll be $8.5 to $9 billion in the next 4 quarters alone), and have $50+ billion in cash. What is inbound in the next three years that will…
> what's going to come flying in that is going to steal their $70 to $100 billion in cash?
Snapchat's growing revenue streams and social competition for eyeballs. Geo filters are growing quite fast.
Re: Google Profits Surge on Strong Ad Demand
#143It is time for them to go for the big kill and aquire Twitter. Twitter can benefit from Google's Machine Learning competency and Google can benefit from Twitter's social network competency. They should do this before Mark Zuckerberg's offer they cant refuse.
How? Twitter's data is already publicly available.
Re: Google Profits Surge on Strong Ad Demand
#144Amazon, Facebook , Google - three stocks to rule the world. They cannot do any wrong, and I don't mean that sarcastically. Buying these stocks is like investing in the companies that are building the matrix, but it's real life. It's just nuts..even Microsoft and Cisco in the 90's..the growth was finite, but there is no limit to Facebook, Google and Amazon. Every quarter is a crusher..over and over, year after year. J…
Interesting that you omitted Apple. You could view the stalling iPhone sales as analogous to Windows reaching market penetration...maybe Apple will come up with a revolutionary new blockbuster (maybe the car), but post-Steve Jobs that won't be easy.
Re: Google Profits Surge on Strong Ad Demand
#145Earlier quoted context omitted.
With logic like that it's remarkable that our markets aren't dominated by 50, 100, 200, even 500 year old goliaths. "They're big! They'll be here forever and only get bigger!"
But the parent didn't say they can't go down, just that they won't implode within a decade of today. If IBM, Microsoft, or Cisco are dying it's a multi decade process. The dot-com companies that imploded 15 years ago were mostly losing money from day one.
Perhaps it would be more accurate to say they are now longer relevant in the sense they are not at the cutting edge. IBM like you mentioned is a good example. They earn billions still, and will for the foreseeable future, but they're hardly technological pioneers.
Re: Google Profits Surge on Strong Ad Demand
#146Earlier quoted context omitted.
With logic like that it's remarkable that our markets aren't dominated by 50, 100, 200, even 500 year old goliaths. "They're big! They'll be here forever and only get bigger!"
But the parent didn't say they can't go down, just that they won't implode within a decade of today. If IBM, Microsoft, or Cisco are dying it's a multi decade process. The dot-com companies that imploded 15 years ago were mostly losing money from day one.
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Re: Google Profits Surge on Strong Ad Demand
#147Amazon, Facebook , Google - three stocks to rule the world. They cannot do any wrong, and I don't mean that sarcastically. Buying these stocks is like investing in the companies that are building the matrix, but it's real life. It's just nuts..even Microsoft and Cisco in the 90's..the growth was finite, but there is no limit to Facebook, Google and Amazon. Every quarter is a crusher..over and over, year after year. J…
I highly doubt none of these three will be disturbed in the near future. For one, ad blocking is on the rise.
It'll be hard to block video ads that are stitched into your stream.
Re: Google Profits Surge on Strong Ad Demand
#148Amazon, Facebook , Google - three stocks to rule the world. They cannot do any wrong, and I don't mean that sarcastically. Buying these stocks is like investing in the companies that are building the matrix, but it's real life. It's just nuts..even Microsoft and Cisco in the 90's..the growth was finite, but there is no limit to Facebook, Google and Amazon. Every quarter is a crusher..over and over, year after year. J…
I highly doubt none of these three will be disturbed in the near future. For one, ad blocking is on the rise.
But publishers have done nothing to fight back. At some point, the probably will. It's easy to bypass ad blockers if they put any effort in doing so.
Also, we will see more and more native advertising. FB is a good example but your favorite tech quy on Twitter with million followers, your favorite basketball player on Facebook - ever wondered if they get money to tweet or share things? They do... Welcome to native advertising.
Re: Google Profits Surge on Strong Ad Demand
#149Wish I could get a job at Google :(
Why can't you?
Re: Google Profits Surge on Strong Ad Demand
#150Earlier quoted context omitted.
What if ad blockers become mainstream? Sure, they won't stop all ads, but they could seriously dent ad revenue, as could changes in online behaviour. Personally I'm surprised online ad revenue is so high, I rarely click on ads, the fact that enough people do to continue to make it worthwhile for advertisers doesn't really make sense to me. Clearly there are important details I'm missing out on.
Then they'll find a way to serve the content and the ad from the same domain.
Simply serve them from your own subdomain, the ad networks still do the heavy lifting, you just fiddle around with domain settings.
It's one possibility. Let's face it, ad networks have done nothing to fight back and adblock itself is really simple software based on rules that block domains and some class names in the DOM.