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Alphabet Third Quarter 2021 Results [pdf]

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Re: Alphabet Third Quarter 2021 Results [pdf]

#51

Post by lotsofpulp »

HWR_14 wrote: post #48

Once more, I don't understand how advertising revenue keeps growing. Once people install ad blockers, they don't typically remove them. And ad-blockers keep growing. So who is actually seeing these ads? How can those numbers be going up ? I understand, intellectually, that not everyone thinks like me. But I don't fundamentally understand why people allow ads on their devices when they can prevent it. Then again, I do…

The price of the ads could be going up at a quicker rate, especially as more and more viewers from previous ad spending channels (such as TV channels) move to online options (such as Youtube).

Also, the number of people using ad blockers must be extremely low. Even crazier, most people who I talk to about content blockers on iOS zone out of the conversation before I can even get to how easy it is. They do not even care that much about the ads or notice how annoying they are.

Then again, many or most people still watch live sports and old school TV channels, which are chock full of ads. I cannot even stand too obvious product placement, much less ad breaks. So while I will go out of my way to remove ads from my life, there are probably 9 others who will not spend a single second thinking about it.

Re: Alphabet Third Quarter 2021 Results [pdf]

#52

Post by netr0ute »

echelon wrote: post #42
purple_ferret wrote: post #37

I like to think I'm doing my part as a sharehholder. Every so often I'll google something like Criminal Defense Attorney , send money , or file taxes and click on the highest ads.

That seems like fraud, especially if you were to do it at scale.

You won't want to know what AdNauseam does.

Re: Alphabet Third Quarter 2021 Results [pdf]

#53

Post by caturopath »

theevilsharpie wrote: post #50
klelatti wrote: post #27

Alphabet + Facebook revenue now represents 1/2% of world GDP and still growing rapidly. Edit: possibly not quite but almost certainly 1/2% excluding China.

This isn't even close to being true.

It's not quite half a percent by most accounts of GWP, but it's around there.

Re: Alphabet Third Quarter 2021 Results [pdf]

#55

Post by antisthenes »

HWR_14 wrote: post #48

Once more, I don't understand how advertising revenue keeps growing. Once people install ad blockers, they don't typically remove them. And ad-blockers keep growing. So who is actually seeing these ads? How can those numbers be going up ? I understand, intellectually, that not everyone thinks like me. But I don't fundamentally understand why people allow ads on their devices when they can prevent it. Then again, I do…

> So who is actually seeing these ads? How can those numbers be going up?

Advertising spend could be going up without more people seeing the ads. Since businesses compete for limited advertising space, they are likely to keep increasing the size of their bids for click.

Alphabet's revenue could be growing as a result of eroding the margins of other businesses, who are now forced to spend more money for the same amount of clicks.

I don't claim this to be the exact scenario that reflects reality, but it is a very plausible scenario nonetheless. A nice little lesson in why lots of things are zero-sum (even though we'd like to pretend they aren't)

Re: Alphabet Third Quarter 2021 Results [pdf]

#56

Post by vlovich123 »

HWR_14 wrote: post #48

Once more, I don't understand how advertising revenue keeps growing. Once people install ad blockers, they don't typically remove them. And ad-blockers keep growing. So who is actually seeing these ads? How can those numbers be going up ? I understand, intellectually, that not everyone thinks like me. But I don't fundamentally understand why people allow ads on their devices when they can prevent it. Then again, I do…

Assuming Google has a good handle on click fraud and the growth is real:

* Some % of people install adblockers, but that number doesn't grow that much.

* There are more people being reached by advertising than ever before. 7.7 billion people in the world & still only about half are online. So overall the number of users they're reaching is growing even if they lose some to adblockers.

* You currently have to install an adblocker per device or even application (unless you are in the minority putting it on your router at home). This means that adblock rates vary and a user installing an adblock somewhere doesn't mean that user is globally lost from advertising reaching them somehow.

* There are multiple modalities for ad networks (app, web pages, etc etc). Google is involved in all of them. Ad blocking has variable performance across those networks unless you really know what you're doing (e.g. in-app advertising is very hard to block on iOS).

* The price of ads can vary driving up revenues. Not all ads are priced equivalently so Google can drive value that way by making the ads more valuable to advertisers or making more expensive ads more appealing.

* Inflation will naturally increase total dollar amounts even if everything else remained constant.

Re: Alphabet Third Quarter 2021 Results [pdf]

#57

Post by Tenobrus »

disdi89 wrote: post #54

I do not understand this financial books and lingo enough to understand this correctly so have to ask "Is google cloud business gone really down as compared to previous years? Am I reading this correctly?"

You're misunderstanding, the numbers show 4990 million in 2021 vs 3444 million in 2020.

Re: Alphabet Third Quarter 2021 Results [pdf]

#58

Post by flyinglizard »

HWR_14 wrote: post #48

Once more, I don't understand how advertising revenue keeps growing. Once people install ad blockers, they don't typically remove them. And ad-blockers keep growing. So who is actually seeing these ads? How can those numbers be going up ? I understand, intellectually, that not everyone thinks like me. But I don't fundamentally understand why people allow ads on their devices when they can prevent it. Then again, I do…

Ads become more expensive, conversions and ROI keep sliding down, but Google and Facebook are almost the only game in town for online advertising. Where would you go that’s not one of their properties?

Re: Alphabet Third Quarter 2021 Results [pdf]

#59

Post by pcurve »

HWR_14 wrote: post #48

Once more, I don't understand how advertising revenue keeps growing. Once people install ad blockers, they don't typically remove them. And ad-blockers keep growing. So who is actually seeing these ads? How can those numbers be going up ? I understand, intellectually, that not everyone thinks like me. But I don't fundamentally understand why people allow ads on their devices when they can prevent it. Then again, I do…

I also think there's a lot of negative ROI on ad campaigns, with no shortage of new players queuing out the door to try their luck in digital space.

Re: Alphabet Third Quarter 2021 Results [pdf]

#60

Post by simfree »

lotsofpulp wrote: post #51
HWR_14 wrote: post #48

Once more, I don't understand how advertising revenue keeps growing. Once people install ad blockers, they don't typically remove them. And ad-blockers keep growing. So who is actually seeing these ads? How can those numbers be going up ? I understand, intellectually, that not everyone thinks like me. But I don't fundamentally understand why people allow ads on their devices when they can prevent it. Then again, I do…

The price of the ads could be going up at a quicker rate, especially as more and more viewers from previous ad spending channels (such as TV channels) move to online options (such as Youtube). Also, the number of people using ad blockers must be extremely low. Even crazier, most people who I talk to about content blockers on iOS zone out of the conversation before I can even get to how easy it is. They do not even ca…

Sounds like a bad pitch then. Shorten it up, better not to overdo a sales pitch than to do too short a pitch.

I don't pitch Signal, but when I do see it pitched those that are most successful pitch 1 directly useful feature as why you should install it.

Eg: Get Signal, our videos won't look like a fuzzy potato lens image

Remember, your reason should be a problem the person your pitching to has faced and would like to see fixed. If they are having trouble with a different issue, pitch that instead!

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