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

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

#41

Post by saiya-jin » Mon, Feb 03, 2020, 10:59 PM UTC

ckastner wrote: post #15

creato wrote: post #10

Earlier quoted context omitted.

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.

This surprises me - from desktop with ublock origin and ghostery, I never, ever see any youtube ads. Just a regular free gmail account. When I see what crap is shown at friends places when they use TV to browse youtube, I want to run away (I am physically allergic to ads it seems).

Is this due to some demographic algorithm or something else?

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

#42

Post by riyadparvez » Mon, Feb 03, 2020, 11:00 PM UTC

wsetchell wrote: post #26

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.

People constantly criticizing companies not taking long-term bets. When some company does take long-term bets, then some internet expert come along and find some arbitrary timeline to succeed without any justification and start criticizing without offering anything any substantial.

I wish we can have more thoughtful discussion, instead of Twitter style self aggrandizing comments.

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

#43

Post by aeyes » Mon, Feb 03, 2020, 11:01 PM UTC

bilal4hmed wrote: post #20

threatripper wrote: post #17

Earlier quoted context omitted.

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 ?

That section of the financial report includes a bunch of stuff like Office 365, Dynamics, LinkedIn and more.

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

#44

Post by travem » Mon, Feb 03, 2020, 11:03 PM UTC

mehrdada wrote: post #35

lsh123 wrote: post #30

Earlier quoted context omitted.

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.

AWS is comparable to GCP revenue not Google Cloud revenue, which includes GSuite (same with Azure whose revenue is mainly Office 365).

AWS includes collaboration tools like WorkDocs and Chime as well so comparison is still like for like. Just because each vendor has different strengths (and leverages them differently) doesn't negate the broad comparison.

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

#45

Post by pfarnsworth » Mon, Feb 03, 2020, 11:08 PM UTC

wsetchell wrote: post #26

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.

20% YoY for a company this size is ridiculous. If anything it shows the power of their market share and position.

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

#46

Post by dragonsh » Mon, Feb 03, 2020, 11:14 PM UTC

pc86 wrote: post #39

tempsy wrote: post #33

Earlier quoted context omitted.

It's a red herring designed to distract from the fact they missed ad revenue estimates by $800M. Lol at getting downvoted. They missed on revenue and down -5% after hours. This is a fact, not an opinion.

> In Comments > Please don't comment about the voting on comments. It never does any good, and it makes boring reading. https://news.ycombinator.com/newsguidelines.html

It does make a boring reading. But it’s true critical comments are continuous downvoted by PR staff only hope is community is larger than mechanical or automated turks trying to downvote.

Many times downvoted -4 to -8, when comments were critical on Google’s stadia service.

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

#47

Post by ninetax » Mon, Feb 03, 2020, 11:16 PM UTC

dragonsh wrote: post #46

pc86 wrote: post #39

Earlier quoted context omitted.

> In Comments > Please don't comment about the voting on comments. It never does any good, and it makes boring reading. https://news.ycombinator.com/newsguidelines.html

It does make a boring reading. But it’s true critical comments are continuous downvoted by PR staff only hope is community is larger than mechanical or automated turks trying to downvote. Many times downvoted -4 to -8, when comments were critical on Google’s stadia service.

> Please don't post insinuations about astroturfing, shilling, brigading, foreign agents and the like. It degrades discussion and is usually mistaken. If you're worried about abuse, email us and we'll look at the data.

https://news.ycombinator.com/newsguidelines.html

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

#48

Post by broknbottle » Mon, Feb 03, 2020, 11:19 PM UTC

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.

You've clearly never attempted to lookup how to do something on YouTube that is related to your car. I literally can't take hearing another O, O, O Reilly auto parts ad

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

#49

Post by coolspot » Tue, Feb 04, 2020, 12:36 AM UTC

bilal4hmed wrote: post #20

threatripper wrote: post #17

Earlier quoted context omitted.

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 ?

$11.9 Bn revenue in FY20-Q2 for Intelligent Cloud division [0]

[0] - https://seekingalpha.com/article/4319939-microsoft-corporati...

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

#50

Post by coolspot » Tue, Feb 04, 2020, 12:41 AM UTC

aeyes wrote: post #43

bilal4hmed wrote: post #20

Earlier quoted context omitted.

Anyone know Azure run rate ?

That section of the financial report includes a bunch of stuff like Office 365, Dynamics, LinkedIn and more.

Office 365, Dynamics, LinkedIn are in "Productivity and Business Processes" which had revenue of $11.8 Bn in FY20-Q2,

Azure is in "Intelligent Cloud" which had revenue of $11.9 Bn in FY20-Q2.

See slide 4, 7, 8 and 10 here: https://seekingalpha.com/article/4319939-microsoft-corporati...