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Google Profits Surge on Strong Ad Demand
101–110 of 177 posts
Re: Google Profits Surge on Strong Ad Demand
#102Amazon, Facebook , Google - three stocks to rule the world. They cannot do any wrong, and I don't mean that sarcastically. Buying these stocks is like investing in the companies that are building the matrix, but it's real life. It's just nuts..even Microsoft and Cisco in the 90's..the growth was finite, but there is no limit to Facebook, Google and Amazon. Every quarter is a crusher..over and over, year after year. J…
> in the 90's..the growth was finite, but there is no limit to Facebook, Google and Amazon. "This time, it's different."
I like that this phrase can be used to condescendingly dismiss two opposite viewpoints.
"Automation and globalization are going to destroy the world." -> "We've been saying that for a hundred years." rolls eyes "This time, it's different."
"Current tech companies might actually have a legitimate sustainable business that won't be totally obliterated in an imminent market crash" -> "Remember 1999?" rolls eyes "This time, it's different."
In all seriousness, though, we had one dot-com bubble; I am not sure it's wise to extrapolate that all tech companies now and for all time are doomed to fail after a few years. Particularly since the companies listed are actually profitable.
Re: Google Profits Surge on Strong Ad Demand
#103As a Google shareholder this is great news, but now I'm starting to feel that the market is underestimating the chance that someone simply builds a better search engine.
For example, here are 3 search queries I recently performed where I found Google's results lacking:
1. What is the best Thai restaurant within 10 kilometres?
2. What companies have a market cap greater than Microsoft?
3. Does Android track my location by default?
In each case I don't want to see a list of web pages - I want a single one-sentence answer (like I would get for "what is the height of the Eiffel Tower?"). Something like Wolfram Alpha on steroids.
No doubt Google is working on this problem, but what is the chance someone else beats them to it? And how much damage would it cause Google if they do?
Re: Google Profits Surge on Strong Ad Demand
#104Amazon, Facebook , Google - three stocks to rule the world. They cannot do any wrong, and I don't mean that sarcastically. Buying these stocks is like investing in the companies that are building the matrix, but it's real life. It's just nuts..even Microsoft and Cisco in the 90's..the growth was finite, but there is no limit to Facebook, Google and Amazon. Every quarter is a crusher..over and over, year after year. J…
It doesn't take long at all for a majority of the users to switch to a different service... then what? But looking at these 3 companies, I would say that Google is different.
Re: Google Profits Surge on Strong Ad Demand
#105Earlier quoted context omitted.
> in the 90's..the growth was finite, but there is no limit to Facebook, Google and Amazon. "This time, it's different."
Reminds me of the phrase, "When your barber starts giving you stock tips, it's time to sell"
What if the barber is the one who said this?
Re: Google Profits Surge on Strong Ad Demand
#106Earlier quoted context omitted.
I predict that in the next 10 years you're going to see major shifts and companies like Facebook will be eaten for lunch
Zero chance of that. Facebook will be doing $16 to $20 billion in profit within five or so years. They'll have accumulated $60 to $80 billion in cash. They'll have a half trillion dollar market cap in the next few years. They'll liberally use the cash and market cap to buy into any market they're missing out on, just as Microsoft purchased LinkedIn and Skype to try to stay in the game. These types of companies do not…
Facebook is roughly 10 years old... think about that. It's not very long in the grand scheme of things. A lot can happen in 10 years...
Re: Google Profits Surge on Strong Ad Demand
#107Earlier quoted context omitted.
Zero chance of that. Facebook will be doing $16 to $20 billion in profit within five or so years. They'll have accumulated $60 to $80 billion in cash. They'll have a half trillion dollar market cap in the next few years. They'll liberally use the cash and market cap to buy into any market they're missing out on, just as Microsoft purchased LinkedIn and Skype to try to stay in the game. These types of companies do not…
Until they run into their future competitor who won't sell to them, like snapchat.
this... and more to come yet unseen
Re: Google Profits Surge on Strong Ad Demand
#108Earlier quoted context omitted.
Zero chance of that. Facebook will be doing $16 to $20 billion in profit within five or so years. They'll have accumulated $60 to $80 billion in cash. They'll have a half trillion dollar market cap in the next few years. They'll liberally use the cash and market cap to buy into any market they're missing out on, just as Microsoft purchased LinkedIn and Skype to try to stay in the game. These types of companies do not…
Until they run into their future competitor who won't sell to them, like snapchat.
Snapchat feels like the next generation's Twitter, and its engagement is still limited compared to Facebook.
Re: Google Profits Surge on Strong Ad Demand
#109Earlier quoted context omitted.
I don't understand your comment. It got a "callout in the earnings call", what does that mean? Does the "earnings call" refer to a part of the article I can't read (paywall) or are you making an assumption about this being because of PokemonGo and Google/Alphabet internally mentioning PokemonGo in a conference call?
https://en.wikipedia.org/wiki/Earnings_call
Ah I should just have googled it. Thanks!
Re: Google Profits Surge on Strong Ad Demand
#110Earlier quoted context omitted.
I don't understand your comment. It got a "callout in the earnings call", what does that mean? Does the "earnings call" refer to a part of the article I can't read (paywall) or are you making an assumption about this being because of PokemonGo and Google/Alphabet internally mentioning PokemonGo in a conference call?
Alphabet 2016 Q2 Earnings Call: https://www.youtube.com/watch?v=EVpWjo023cE
Another comment linked the Wikipedia, I understand now. Thanks for responding!