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Alphabet Announces Fourth Quarter and Fiscal Year 2021 Results

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Re: Alphabet Announces Fourth Quarter and Fiscal Year 2021 Results

#31

Man, Google’s poor search results sure do pay well /s. I wonder if Google will make any big acquisitions this year

Google is many things, but poor search results is not one of them. Still the best search engine around, being too good is the problem most people have

Not in my day-to-day work. The deterioration is very clear.

Re: Alphabet Announces Fourth Quarter and Fiscal Year 2021 Results

#32

Earlier quoted context omitted.

>t it's basically impossible to escape the ads on it these days, so it's not surprising ublock origin seems to do fine. Unless you are suggesting that the ad-ladden SEO'd pages are their real product?

Also PiHole is a great tool. I suggest it it you Walt a very good ads shield :)

I have used a PiHole ever since I learned that LittleSnitch resolves DNS queries (to IP) before the dialog prompts whether to Allow/Deny a connection to the unlisted host. It is an added bonus that I can route my entire subnet to the local PiHole, which prevents rogue software/OS/devices/phones from initiating undesired connections. If you know how to make a few simple IPfilter rules, you can even stop hard-coded devices (e.g. smart TVs) from phoning home with internal DNS IP addresses — all you have to do is capture all DNS queries, IPs included.

Simply blocking pagead2.google.com and googlesyndicate.com will remove 50%+ of website advertising. ReGex rules allow for ads.* (etc.), and these rules apply on your entire local network. For an added bonus, you can then use your local PiHole to resolve DNS queries remotely (e.g. from your phone) — just all around an incredible product!

/r/PiHole

Re: Alphabet Announces Fourth Quarter and Fiscal Year 2021 Results

#33
post #17

Man, Google’s poor search results sure do pay well /s. I wonder if Google will make any big acquisitions this year

Not sure if sarcasm or not. These results demonstrate that the HN zeitgeist about the utility of Google is not related to its actual utility to the public at large.

Technically, revenue decline would be a lagging indicator of poor search results and poor user experience.

But agreed.

Re: Alphabet Announces Fourth Quarter and Fiscal Year 2021 Results

#34
post #26
post #2

A 20:1 stock split as well.

I wonder if there is a psychological effect that could push more stock growth?

It's not only psychological -- for example, a lot of brokerages don't offer fractional shares, so a split allows some retail investors to invest who couldn't afford to before. (Although that almost certainly has a smaller effect than the options contracts etc mentioned in sibling threads.)

Re: Alphabet Announces Fourth Quarter and Fiscal Year 2021 Results

#35

To put Alphabets revenue this quarter ($75 billion) in perspective: Microsoft: $51.7 billion Apple: $123.9 billion.

Perspective is weird with large amounts of money. I think human brains are just not good at big numbers. You need something to compare it to, and the big numbers of other companies still leave it completely abstract.

Perhaps it might work better with a comparison to a person, like "Alphabet made so much revenue this quarter that, assuming they had no expenses, after a full year, Alphabet would have roughly as much money as Elon Musk." But maybe not, because now you've just moved the problem to understanding how rich Elon Musk is.

Re: Alphabet Announces Fourth Quarter and Fiscal Year 2021 Results

#36

Summary: Full year 2021 revenue $257B, 41% year on year growth. Net income $76B, up from $40B yoy. Quarterly: Q4 of 2021 they made $75B revenue, most of it came from Google Search, $43B up from $31.9B in Q4 2020. Youtube $8.6B of ads, Google Network $9.3B from ads. Google cloud did $5B revenue for the quarter, up from $3.8B in Q4 2020. It lost $890m this quarter compared to $1.2B Q4 2020. "Other Services" did $8.1B r…

>and "Other bets" did $181B

you're sure?

Re: Alphabet Announces Fourth Quarter and Fiscal Year 2021 Results

#37
post #15

Google Cloud revenue is only up 30% YoY, which seems really low considering the marketing and the focus on it (and the growth of the competitors).

I am more surprised by having such stunning growth by many big tech without actually having any new businesses. It used to be that 10% growth was a lot and now people scoff at even 30%.

Re: Alphabet Announces Fourth Quarter and Fiscal Year 2021 Results

#38
post #15

Google Cloud revenue is only up 30% YoY, which seems really low considering the marketing and the focus on it (and the growth of the competitors).

I don't know how many others think like I do, but I'd never use GCP. No one will ever convince me that it'll be around in 5 years. I just don't trust them to keep anything they made in the past decade or so going long term. Call me paranoid, call me whatever you want, but I just do not trust their ability to focus on anything anymore.

GCP is a profit center and diversifies the business, why would Alphabet deprecate it?

Re: Alphabet Announces Fourth Quarter and Fiscal Year 2021 Results

#39

To put Alphabets revenue this quarter ($75 billion) in perspective: Microsoft: $51.7 billion Apple: $123.9 billion.

Perspective is weird with large amounts of money. I think human brains are just not good at big numbers. You need something to compare it to, and the big numbers of other companies still leave it completely abstract. Perhaps it might work better with a comparison to a person, like "Alphabet made so much revenue this quarter that, assuming they had no expenses, after a full year, Alphabet would have roughly as much mo…

One perspective:

Roughly 10c of revenue for every person on the planet every day.

Re: Alphabet Announces Fourth Quarter and Fiscal Year 2021 Results

#40

Summary: Full year 2021 revenue $257B, 41% year on year growth. Net income $76B, up from $40B yoy. Quarterly: Q4 of 2021 they made $75B revenue, most of it came from Google Search, $43B up from $31.9B in Q4 2020. Youtube $8.6B of ads, Google Network $9.3B from ads. Google cloud did $5B revenue for the quarter, up from $3.8B in Q4 2020. It lost $890m this quarter compared to $1.2B Q4 2020. "Other Services" did $8.1B r…

>and "Other bets" did $181B you're sure?

$181M, not B.
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