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Alphabet announces fourth quarter and fiscal year 2019 results [pdf]
51–60 of 108 posts
Re: Alphabet announces fourth quarter and fiscal year 2019 results [pdf]
#52Earlier 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.
The very fact you remembered the bed at all is a huge win for that ad campaign and would be seen as a success, not a failure.
And the fact that ad caused you to purchase something (doesn't matter if it wasn't the bed itself) is a huge win for Google's Youtube advertising strategy. The net result is still causing you to part with money.
Re: Alphabet announces fourth quarter and fiscal year 2019 results [pdf]
#53I miss those days when people had nothing but nice things to say about Google, which was supposed to destroy the evil, not join them.
Re: Alphabet announces fourth quarter and fiscal year 2019 results [pdf]
#54As far as I can tell, this is the first time Google has reported YouTube Ad and Google Cloud revenues as separate line items.
Yes, now that Sundar is CEO of Alphabet they pretty much have to.
https://www.marketwatch.com/story/why-google-finally-disclos...
"Revenue-recognition rules that were approved in 2014 and went into effect at the end of 2017 call on companies to report financial results to their investors in the same manner that they are reported to the main decision-maker at the company, typically the chief executive. Basically, if a CEO sees numbers for a large segment of the company, the company should be reporting that segment’s results to investors.
As the revenue-recognition rules were being put in place by companies in 2017 ahead of the deadline, the Securities and Exchange Commission entered into communication with Alphabet specifically to discern why it was not providing revenue numbers for its segments, mentioning YouTube, Google Cloud and some other businesses, such as hardware. Google responded by saying that its chief decision-maker, Alphabet CEO Larry Page, did not see results parsed to that level, though Google CEO Sundar Pichai did."
Re: Alphabet announces fourth quarter and fiscal year 2019 results [pdf]
#55It 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.
Overall revenue going up 20% YoY is amazing. The other bets going up 20% YoY is disappointing.
Re: Alphabet announces fourth quarter and fiscal year 2019 results [pdf]
#56I miss those days when people had nothing but nice things to say about Google, which was supposed to destroy the evil, not join them.
I'm curious, what are they doing different now from then? Back then they had an ad business, and now they have an ad business. Back then they created useful services like Maps, Translate or Gmail, now they provide useful services like Photos, Docs and Drive.
What are they doing now that is "joining the evil" which they weren't doing before? Is your point about the fact that people's perception has changed? People these days just take free online services for granted and no longer want to put up with ads, but if it were all to go away, the majority of people would see it as a strict negative.
Re: Alphabet announces fourth quarter and fiscal year 2019 results [pdf]
#57Earlier 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.
You literally just did the thing that justifies the ads. You now have internalized an actual bed model and also spread the word that it exists as an IKEA model so the subconscious link is there, and to top it off you mentioned it on a forum, so thats free publicity
Whatever Ikea is spending on ads is apparently doing their jobs
Re: Alphabet announces fourth quarter and fiscal year 2019 results [pdf]
#58As far as I can tell, this is the first time Google has reported YouTube Ad and Google Cloud revenues as separate line items.
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.
20% YoY is still a massive growth, just because Wall Street always expects 24% or more doesn't make it any less impressive.
Re: Alphabet announces fourth quarter and fiscal year 2019 results [pdf]
#59Google 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.
Comparing full year to Q4 is misleading. Amazon lost market share from 2018 to 2019.
https://ir.aboutamazon.com/news-releases/news-release-detail... https://abc.xyz/investor/static/pdf/2019Q4_alphabet_earnings...
Re: Alphabet announces fourth quarter and fiscal year 2019 results [pdf]
#60As far as I can tell, this is the first time Google has reported YouTube Ad and Google Cloud revenues as separate line items.
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.
No, no. See the above post, the CEO changed.