Earlier quoted context omitted.
You won't want to know what AdNauseam does.
It's one thing to click ads. It's quite another to do it for a company you own stock in.
Alphabet Third Quarter 2021 Results [pdf]
81–90 of 145 posts
Re: Alphabet Third Quarter 2021 Results [pdf]
#82Alphabet + Facebook revenue now represents 1/2% of world GDP and still growing rapidly. Edit: possibly not quite but almost certainly 1/2% excluding China.
Considering the world would be more than 0.5% worse without Google, I guess they're still undervalued?
Re: Alphabet Third Quarter 2021 Results [pdf]
#83Earlier quoted context omitted.
It's not quite half a percent by most accounts of GWP, but it's around there.
0.5% of global GDP would be more reasonable, although a fraction is an odd way of writing it. It also doesn't tell us much other than Google and Facebook are large companies with significant earnings. You can probably provide a similar percentage for VW/Toyota, Boeing/Airbus, Walmart/Amazon, or any other pair of large companies that are the leaders in their respective markets. Indeed, if you lumped the entire Fortune…
Re: Alphabet Third Quarter 2021 Results [pdf]
#84Net income up 68%, that's terrifying high for a company that size. Good job everyone at Alphabet/Google.
Re: Alphabet Third Quarter 2021 Results [pdf]
#85Earlier quoted context omitted.
They can adjust Quality Score parameters or bid floors to increase the CPC and/or make ads look more like organic results to increase the ad CTR. Both will increase their earnings per pageview. More auction participants mean higher bids. Removing match types such as phrase, while automatically shifting phrase to broad modified helps increase their fill rate & number of participants per auction. Eliminating second pri…
>adjust Quality Score parameters or bid floors to increase the CPC and/or make ads look more like organic results to increase the ad CTR. That's not really how auctions work. Raising the price floor would just exclude ads with CPCs below the floor from paying, and since they're already getting paid for the maximum CPC bid at the time anyways they would just make less revenue. If they messed with quality score discoun…
Bid floors will exclude ads from showing unless a certain ad rank is met. If users want to continue (or start) receiving impressions, they need to meet the adjusted threshold. This won't be as common on terms like "chicago movers", but when you get into the longtail and use an Alpha/Beta structure, it can be relatively common to get a "bids below threshold" for lower volume terms that have less (think <5) auction participants as shown in search insights & sampling the SERPs manually. When you get into these niche terms, you assume terms will be cheap due to lack of participants, but that isn't typically the case.
Re: Alphabet Third Quarter 2021 Results [pdf]
#86Earlier quoted context omitted.
There's a part of Chaos Monkey where the author describes driving past Google on a weekend and seeing empty parking lots while Facebook's were full (this was during Google Plus). He concluded that Google no longer had a fire in the belly and facebook was going to overcome it, not just in social mindshare, but ad revenue. Conditions changed.
The dirty secret of tech is that markets matter more than effort or smarts. If you have product/market fit and a decent technological lead in a market that is large and growing, you will do better than a company that does not have PMF or a good market, regardless of how hard you work. (This explains so much about Oracle.) Social media mentions are probably a better sign of how well you'll do than full parking lots. I…
Re: Alphabet Third Quarter 2021 Results [pdf]
#87Once 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…
Everybody is different. Back in the early 2000s when I used to watch TV, I actually enjoyed ads, because they tended to be more entertaining than the TV shows themselves (remember the Budweizer lizards and eTrade babies). Even when online ads because popular, when they were still contextual, I really did not mind. It was only when ads began to follow people around online that I put an end to it.
But I still watch live sports - only online, since I no longer have TV service. I get around ads on NFL games by having more than one game streaming on different tabs, then switch to the one that's not in an ad break.
Online, there are no ads during football (the real one), tennis and volleyball matches, so I have very little to complain about.
Re: Alphabet Third Quarter 2021 Results [pdf]
#88Earlier quoted context omitted.
the substation has a limit, so do all of the power distribution systems.
Sure but that's the opposite trend from density, is it not? A dual 64-core EPYC Rome machine - and we know they are using these for web search, from published research papers - has 400W of CPU TDP alone, which is a more than double the per-host TDP of a Westmere EP (as an example of a retired platform). So if anything there is more empty space in the racks in 2021 than there would have been in 2011, based on the desi…
Re: Alphabet Third Quarter 2021 Results [pdf]
#89Earlier quoted context omitted.
During the Google Plus days? Not so much.
And indeed FB did eat their lunch in social.
I was one of those googlers who, when Plus was announced, wondered "why aren't we announcing an AWS competitor?"
Re: Alphabet Third Quarter 2021 Results [pdf]
#90Earlier quoted context omitted.
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…
I manage near 1M$ in Google Ads per year and can tell you CPC is going up while impressions are stable.