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Google Profits Surge on Strong Ad Demand

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31–40 of 177 posts

Re: Google Profits Surge on Strong Ad Demand

#31
post #23

PokemonGo just got a callout in the earnings call.

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?

Literally the phone call (conference) the CFO + auditors will do with analysts to share earnings data and background info.

Re: Google Profits Surge on Strong Ad Demand

#32
post #23

PokemonGo just got a callout in the earnings call.

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

Re: Google Profits Surge on Strong Ad Demand

#33
post #9

This is all good news for our industry. Soft numbers among the top players trickle down in the form of reduced demand and investor interest for earlier stage companies. Good numbers send a signal that the industry is healthy. Edit: wow stepped on a mysterious hater button. :P

Or it could be a sign that the industry is consolidating and that there's no point in investing in non-FANGAM companies.

> FANGAM

Does Netflix fit in that top-6?

Re: Google Profits Surge on Strong Ad Demand

#34
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

I cant say I have ever intentionally clicked on a mobile ad. That little 'x' is too tiny for my chubby fingers.

Re: Google Profits Surge on Strong Ad Demand

#35
post #11
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

What? That's seems absurdly high..

It's pretty steep compared to the last decade. For a while during the dotcom bubble GoTo.com used to list how much a text ad click cost when it was clicked. I remember Dell running ads on there that were paying $5+ per click at the time, and that wasn't uncommon. I really haven't seen anything quite that crazy since those days, when it comes to general / broad-based CPC advertising.

Re: Google Profits Surge on Strong Ad Demand

#36
post #8

Earlier quoted context omitted.

Is TV not a shrinking market? I thought subscriptions to cable and satellite were down.

For a small part of the population, yes, but it's still mass media.

Comcast was really pleased that subscriber numbers only decreased by 4,000 this quarter IIRC Normally they see 40,000

Re: Google Profits Surge on Strong Ad Demand

#37

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

Re: Google Profits Surge on Strong Ad Demand

#38
post #11
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

What? That's seems absurdly high..

It's not.

"Insurance", "loans", "mortgage" are all $44+ per click.

Some very specialized one like "mesothelioma suit" are $800+. Even misspellings like "mesotheliama" are $600+.

Re: Google Profits Surge on Strong Ad Demand

#39
post #33

Earlier quoted context omitted.

Or it could be a sign that the industry is consolidating and that there's no point in investing in non-FANGAM companies.

> FANGAM Does Netflix fit in that top-6?

It's probably on there due to it's disruptive nature.

Re: Google Profits Surge on Strong Ad Demand

#40
post #2

Its so bizarre to me. You'd think there would be a finite appetite for advertising, but apparently not.

There can be both a finite appetite for advertising and increasing Google revenue as long as Google is either making advertising more effective (expanding the market), taking revenue from other publishers (controlling the market), or making money outside of advertising. Some random stats I found estimate that advertising is currently a $500B yearly industry, which means Google is only 15% of the industry.

Only 15%, but then they don't do TV, radio, magazine, newspaper or billboard ads.
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