Alphabet announces fourth quarter and fiscal year 2019 results [pdf] • Hacker News Board

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

#21

Post by topicseed » Mon, Feb 03, 2020, 10:05 PM UTC

topicseed wrote: post #12

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

Is Google Cloud's revenue inclusive of G Suite?!

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

#22

Post by akhilcacharya » Mon, Feb 03, 2020, 10:07 PM UTC

ReptileMan wrote: post #13

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?

Everyone on their phone, that is, because unless you use PiHole I don't know if it's possible to block it on mobile.

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

#23

Post by thedance » Mon, Feb 03, 2020, 10:09 PM UTC

haberdasher wrote: post #16

reaperducer wrote: post #11

Earlier quoted context omitted.

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

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

DeepMind, too? I imagine that is a real money incinerator.

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

#24

Post by tristanj » Mon, Feb 03, 2020, 10:13 PM UTC

As far as I can tell, this is the first time Google has reported YouTube Ad and Google Cloud revenues as separate line items.

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

#25

Post by t3rabytes » Mon, Feb 03, 2020, 10:15 PM UTC

topicseed wrote: post #21

topicseed wrote: post #12

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

Is Google Cloud's revenue inclusive of G Suite?!

Yes.

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

#26

Post by wsetchell » Mon, Feb 03, 2020, 10:15 PM UTC

It is interesting to see the low revenue, slow revenue growth (~20% YoY), and quickly growing expenses from "Other Bets".

If the Alphabet model made sense, I'd expect to see a company starting to clearly take off after 5 years. The data shows the opposite.

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

#27

Post by icedchai » Mon, Feb 03, 2020, 10:17 PM UTC

jpm_sd wrote: post #8

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

A drop in the bucket.

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

#28

Post by martindevans » Mon, Feb 03, 2020, 10:18 PM UTC

akhilcacharya wrote: post #22

ReptileMan wrote: post #13

Earlier quoted context omitted.

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

Everyone on their phone, that is, because unless you use PiHole I don't know if it's possible to block it on mobile.

Firefox on Android with uBlock seems to do the job for me. I just had to disable the YouTube app so that videos play in the browser.

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

#29

Post by tmpz22 » Mon, Feb 03, 2020, 10:20 PM UTC

topicseed wrote: post #12

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

Thinking of the $2b/5 yr contract Snapchat signed, I wonder if there are any other massive contracts which represent a disproportionate amount of GCP gross...

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

#30

Post by lsh123 » Mon, Feb 03, 2020, 10:22 PM UTC

bilal4hmed wrote: post #19

topicseed wrote: post #12

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

to compare Amazon AWS revenue for 2019 is $40bn

I believe the 2019 AWS revenue is at $35B which means that a very consistent 4.4x multiplier against Google Cloud for 2017-18 is now going down to 3.9x.