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Alphabet announces fourth quarter and fiscal year 2019 results [pdf]

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Re: Alphabet announces fourth quarter and fiscal year 2019 results [pdf]

#13

Post by ReptileMan »

ckastner wrote: post #2

I can't believe they made $15bn off of YouTube ads. Who are they reaching with that crap? They didn't specify how much they off of YouTube Premium, but at $120/year they'd need 125 million subscribers to match ads revenue.

>I can't believe they made $15bn off of YouTube ads. Who are they reaching with that crap?

Everyone?

Re: Alphabet announces fourth quarter and fiscal year 2019 results [pdf]

#14

Post by jpm_sd »

reaperducer wrote: post #11
jpm_sd wrote: post #8

Ctrl-F "Other Bets operating loss": Q4 2018 (1.3bn) Q4 2019 (2.0bn) Yikes

Is "Other bets operating loss" the same as research and development, or is it somehow different?

"Other Bets" includes everything under the Alphabet umbrella that is not Google, which means various entities that are supposed to be turning into individually profitable companies.

https://www.reuters.com/article/us-alphabet-google-bets-fact...

Re: Alphabet announces fourth quarter and fiscal year 2019 results [pdf]

#15

Post by ckastner »

creato wrote: post #10
ckastner wrote: post #2

I can't believe they made $15bn off of YouTube ads. Who are they reaching with that crap? They didn't specify how much they off of YouTube Premium, but at $120/year they'd need 125 million subscribers to match ads revenue.

Are youtube ads that much worse than cable TV? I pay for youtube premium and don't watch cable TV anymore so I honestly can't say myself, but from what I remember of each, they both seemed about on the same level of garbage-ness.

About three months ago, I visited a friend and we looked up a 15-minute cooking recipe. We were shown three ads in the process.

I subscribed to Premium quite early. They were showing me an IKEA bed ad multiple times a day, over a number of days. 3-4 different ads, but always the same product. The end result being that I will sleep on the ground before I ever purchase a Nordli bed.

Re: Alphabet announces fourth quarter and fiscal year 2019 results [pdf]

#16

Post by haberdasher »

reaperducer wrote: post #11
jpm_sd wrote: post #8

Ctrl-F "Other Bets operating loss": Q4 2018 (1.3bn) Q4 2019 (2.0bn) Yikes

Is "Other bets operating loss" the same as research and development, or is it somehow different?

Other bets = Waymo, Project Wing, Verily, etc.

Re: Alphabet announces fourth quarter and fiscal year 2019 results [pdf]

#18

Post by trhway »

ckastner wrote: post #2

I can't believe they made $15bn off of YouTube ads. Who are they reaching with that crap? They didn't specify how much they off of YouTube Premium, but at $120/year they'd need 125 million subscribers to match ads revenue.

>I can't believe they made $15bn off of YouTube ads. Who are they reaching with that crap?

searching on some SSO topic i had opened a tab with Okta too, and that opened floodgates - for the month after that i had to listen for those 5 seconds of Okta ads before each and every song on Youtube. I dare you to imagine how much it cost Okta (and thus produced profit for GOOG) given that we're talking about Identity Management in enterprise software and potential cost of the leads there.

Re: Alphabet announces fourth quarter and fiscal year 2019 results [pdf]

#20

Post by bilal4hmed »

threatripper wrote: post #17
topicseed wrote: post #12

Google Cloud: FY 2019: 8.9bn FY 2018: 5.8bn FY 2017: 4.0bn

Amazon makes more in a quarter. There's a lot to catch up if google actually wants to become number one in that business.

Anyone know Azure run rate ?
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