Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

Google Profits Surge on Strong Ad Demand

wsj.com

Post reply on HN
Print view View original

161–170 of 177 posts

Re: Google Profits Surge on Strong Ad Demand

#161

Post by amelius »

gallonofmilk wrote: post #37
paulpauper wrote: post #29

Amazon, 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…

I predict that in the next 10 years you're going to see major shifts and companies like Facebook will be eaten for lunch

Just wait until AI becomes smart enough to recognize and block ads. Then it is all over with these companies, because you can only push ads so far, and after that point people will start to object.

Re: Google Profits Surge on Strong Ad Demand

#163

Post by dx034 »

dangrossman wrote: post #18
seibelj wrote: post #4

Mobile app ads keep paying more and more. I'm regularly getting $1 per click, and sometimes as high as $5 (finance category). I can't remember ever getting this much for websites. I'm using google admob

As a web publisher, I earn on average $0.42 per click (mostly from http://www.daterangepicker.com ). As a web advertiser, I pay on average $1.76 per click (for SaaS stuff with a high CLTV). $1-5 per click for app ads makes sense if the apps have a high CLTV, or the campaigns are temporary as they often are -- they just need to get enough installs to start ranking in app store categories, after which that becomes a fr…

May I ask what percentage of your visitors clicks on ads? $5 per click isn't really worth much if no one clicks the ad, or is that constant throughout topics?

Re: Google Profits Surge on Strong Ad Demand

#164

Post by gaius »

adventured wrote: post #44
gallonofmilk wrote: post #37

Earlier 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…

One word: MySpace

Re: Google Profits Surge on Strong Ad Demand

#166

Post by tim333 »

akavi wrote: post #30
paulpauper wrote: post #29

Amazon, 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."

Reminds me of the Nifty Fifty https://en.wikipedia.org/wiki/Nifty_Fifty

They were supposed to be big buy and hold forever stocks. Interestingly looking back if you had bought and held for decades you would have done ok with the food type ones - McD and Coke and poorly with tech like DEC and Kodak. It's hard to build a tech company that will still be good 30 years later.

Re: Google Profits Surge on Strong Ad Demand

#167

Post by tim333 »

gaius wrote: post #164
adventured wrote: post #44

Earlier 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…

One word: MySpace

MySpace suffered from having management who didn't know what they are doing especially after the sale to Murdoch. FB will do well because Zuck will still be running things.

Re: Google Profits Surge on Strong Ad Demand

#168

Post by ethanbond »

disgruntledphd2 wrote: post #157
ethanbond wrote: post #59

Earlier quoted context omitted.

Except that's the fundamental issue of advertising? Attribution has always been wickedly difficult. It was supposed to be easy with Google/FB (click -> sale, duh), but now people are clicking on fewer and fewer ads, so Google/Facebook et al. are repositioning as "oh no, they saw our ads for x seconds, we definitely swayed them."

The issue is that views definitely have an impact. However, especially on mobile, this impact is very difficult to measure. So most of the DR industry uses last click, even though they know its incorrect, because there is nothing better.

The impact is difficult to measure everywhere all the time. How do you think they measure impact of billboards? Radio ads? TV ads? All by the same hand-wavy "there is nothing better" types of metrics.

I didn't say they don't have an impact, I said it's obscenely difficult to gauge attribution and online ads weren't the panacea they were supposed to be because it turns out people don't click ads. Despite this, advertisers are still advertising. An increase in ad spending is not any indicator that ads are working well because no one has ever known how well they worked.

Re: Google Profits Surge on Strong Ad Demand

#169

Post by [deleted] »

ethanbond wrote: post #168
disgruntledphd2 wrote: post #157

Earlier quoted context omitted.

The issue is that views definitely have an impact. However, especially on mobile, this impact is very difficult to measure. So most of the DR industry uses last click, even though they know its incorrect, because there is nothing better.

The impact is difficult to measure everywhere all the time. How do you think they measure impact of billboards? Radio ads? TV ads? All by the same hand-wavy "there is nothing better" types of metrics. I didn't say they don't have an impact, I said it's obscenely difficult to gauge attribution and online ads weren't the panacea they were supposed to be because it turns out people don't click ads. Despite this, adverti…

[deleted]

Re: Google Profits Surge on Strong Ad Demand

#170

Post by murbard2 »

nostrademons wrote: post #158
murbard2 wrote: post #90

Earlier quoted context omitted.

Standard oil, founded 1870, is worth well over $600 if you count the companies it was broken into (ExxonMobil, Chevron, Amocco before its purchase...) Cargill, founded 1865, makes over $120B of revenue annually. (That's half of Apple, but two Google). Probably worth around $300B GE, founded 1892, $286B IBM, founded 1911, $154B JP Morgan & Morgan Stanley, both descendents of 1854's Peabody, Morgan & co: $300B Ford, fo…

The Erie Railroad [1], founded 1832, bankrupt in 1859, 1878, 1893, 1938, and 1976, now largely in disrepair. Woolworths [2], founded 1878, the first department store in the country, once owned the tallest building in the world. Started losing market share to Sears & catalog retailers in the 1930s, defunct in 1997. Sears was itself eclipsed by WalMart, which is on the verge of being eclipsed by Amazon. International M…

Agreed, I was just trying to point out that it's not uncommon for very old companies to still be giants in the economy.

Even older companies I forgot to include: Citigroup, the NYSE.

Post reply on HN