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Alphabet Announces Second Quarter 2018 Results [pdf]

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Re: Alphabet Announces Second Quarter 2018 Results [pdf]

#101

Post by whatyoucantsay »

jacques_chester wrote: post #39
JumpCrisscross wrote: post #31

Had to chuckle at their breaking out earnings into "including fines" and "excluding fines" categories.

It's intended to show an underlying trend of continued growth. That's the story they want Wall St to absorb.

It is showing an underlying trend of continued growth, but the sharpest growth segment is that of the fines!

The growth in fines will likely continue, given their sheer size and the GDPR. YouTube's continued movement away from being a "dumb pipe" and towards a curatorial role may also become a point of regulatory concern.

Re: Alphabet Announces Second Quarter 2018 Results [pdf]

#102

Post by whatyoucantsay »

hndamien wrote: post #100
mudil wrote: post #42

Earlier quoted context omitted.

There is this important little thing called privacy of the individual, that FB and Google monopolized and actively violate.

You can use Duck Duck Go

And your Android phone will forever nag you to switch back.

Re: Alphabet Announces Second Quarter 2018 Results [pdf]

#103

Post by mooreds »

anonymous5133 wrote: post #96
philipodonnell wrote: post #23

Revenue up 26% YOY (good but expected). Big one for me is advertising segment revenue as % of total segment revenue, down to 86.3% from 87.4%, which is good, they have got to diversify away from ads eventually. Disappointing to see the "other bets" still at a paltry $145M and losses are growing faster. Also no mentioned whatsoever of cloud performance. Employee count up 15% but Wow, that was a big fine though.

Yeah, I think the ad spending as % of revenue is a serious problem. When the economy goes into the next recession I can see google getting crushed as companies cut their ad spend.

I dunno. I think ad spend overall will be crushed in the next recession but expect google to actually grow share. The power of retargeting plus intention based advertising means you can actually know "which half of your advertising is working".

Re: Alphabet Announces Second Quarter 2018 Results [pdf]

#105

Post by pineaux »

adventured wrote: post #33
samfisher83 wrote: post #27

Earlier quoted context omitted.

It hurt, but they still made 3 bil. If they have to pay 5 billion once a year to ensure they have a monopoly I don't that that is a bad trade for them.

Particularly with a 20%+ growth rate and their pile of cash. An annual $5 billion EU envy tax is already meaningless. The EU can't stop the US tech machine from continuing to expand, it's already too late. While they focus on fines and hold a defensive posture, the US companies are consuming the planet ex China.

It's still very possible for nations to block out companies. China does it with great succes and as a result they have created their own safe hatchery for applications and hardware to grow strong before jumping into the global market, which is just 6x bigger anyway...

Re: Alphabet Announces Second Quarter 2018 Results [pdf]

#106

Post by zeusk »

relaunched wrote: post #79
karpodiem wrote: post #61

Earlier quoted context omitted.

This is why Azure is outpacing AWS/GCE.

Microsoft's Enterprise sales force is second to none and they are clearly the number 2 in the cloud space. However, shifting office365 (a SAAS offering) to be reported as cloud revenue is disingenuous.

It runs on Azure, ties in with Azure AAD, Microsoft Dynamics 365, Microsoft Graph, and is offered as part of "Microsoft 365".

What's so disingenuous about that?

Re: Alphabet Announces Second Quarter 2018 Results [pdf]

#107

Post by senatorobama »

simonebrunozzi wrote: post #82
lazharichir wrote: post #25

Earlier quoted context omitted.

As a user of GCP, they are moving with new useful products every few weeks. And it's a lot clearer as an offering than the top competitor. Perhaps fewer settings, but much easier to get your head around it. A lot of developers use it as a go-to, let's see how companies react over the next years. And Google Cloud Next '18 from tomorrow, so surely few announcements to come.

Curious to why you say "top competitor" instead of AWS. Pretty much everybody knows who you're talking about. (disclaimer: I worked at AWS from 2008 to 2014).

Why do people add disclaimers to clarify where they worked? No one cares.

Re: Alphabet Announces Second Quarter 2018 Results [pdf]

#108

Post by tim333 »

notatoad wrote: post #95
tim333 wrote: post #71

Earlier quoted context omitted.

I guess maybe the restructuring from Google to Alphabet worked. The idea was based on Berkshire Hathaway, another company with unusual growth. ( http://www.berkshirehathaway.com/letters/2017ltr.pdf )

that seems like a strange conclusion, since a huge majority of the revenue and growth is still coming from Google.

I think one of the advantages of that structure is the head of Google now just focuses on Google instead of trying to think about a dozen other businesses as well.

Re: Alphabet Announces Second Quarter 2018 Results [pdf]

#109

Post by zaarn »

adventured wrote: post #33
samfisher83 wrote: post #27

Earlier quoted context omitted.

It hurt, but they still made 3 bil. If they have to pay 5 billion once a year to ensure they have a monopoly I don't that that is a bad trade for them.

Particularly with a 20%+ growth rate and their pile of cash. An annual $5 billion EU envy tax is already meaningless. The EU can't stop the US tech machine from continuing to expand, it's already too late. While they focus on fines and hold a defensive posture, the US companies are consuming the planet ex China.

The EU will def not sit idly by and hand out 4 billion € fines if it doesn't hurt, the current one was only about 40% of the legal maximum they could have handed out (ie, about 10 billion €), and if Google doesn't play ball they'll get out the big toys.

Re: Alphabet Announces Second Quarter 2018 Results [pdf]

#110

Post by garmaine »

senatorobama wrote: post #107
simonebrunozzi wrote: post #82

Earlier quoted context omitted.

Curious to why you say "top competitor" instead of AWS. Pretty much everybody knows who you're talking about. (disclaimer: I worked at AWS from 2008 to 2014).

Why do people add disclaimers to clarify where they worked? No one cares.

People do care about conflict of interest disclosures.
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