Earlier quoted context omitted.
Yeh, at a PE of 36 I like what your saying, but still not close an the Amazonian 850+ PE!
I think Amazon's revenue could grow another 10X though.
... which would put them at 85+ PE? That's still a lot of PE, isn't it?
Alphabet Becomes the Most Valuable Public Company in the World
61–70 of 445 posts
Re: Alphabet Becomes the Most Valuable Public Company in the World
#62Interesting that Apple's net profits last quarter was greater than Alphabet's revenue.
That can be a signal that investor sentiment is that Apple's revenue is less likely to continue/grow vs Alphabet's is likely to be stable/growing.
Re: Alphabet Becomes the Most Valuable Public Company in the World
#63Paid clicks up 31% overall, on Google’s own sites, up 40%. That's a bit concerning to me, especially when you consider: a) That growth is outpacing internet traffic growth, and has for many years now. Internet traffic CAGR is 23%[1] b) The shift from desktop to mobile should have the effect of reducing clicks. c) Since some of the growth is video, I would expect a decrease in click growth related to this as well. Vid…
for b) I would say the contrary. Have you tried entering in a common website from a mobile browser without an adblocker? You get like so many ads, SO MANY, one over the other, some full-screen some that just let you see the 10% of the real site, some with a pseudo-pop-up, all with those little "x" almost unclickable to close them that force you to click on the ad in the end. And in the "free apps with ads" of the mob…
> Have you tried entering in a common website from a mobile browser without an adblocker?
Not in a long time; Firefox Mobile with Adblock Plus makes the web far more usable on a phone.
The constraints of a mobile device make adblocking even more critical than on desktop systems. If a browser or mobile environment wanted to differentiate itself, it could pre-install and pre-configure an adblocker.
Re: Alphabet Becomes the Most Valuable Public Company in the World
#64EDIT: Go fuck yourself, HN.
Re: Alphabet Becomes the Most Valuable Public Company in the World
#65Interesting that Apple's net profits last quarter was greater than Alphabet's revenue.
How much Google product did you buy last quarter...
Re: Alphabet Becomes the Most Valuable Public Company in the World
#66Paid clicks up 31% overall, on Google’s own sites, up 40%. That's a bit concerning to me, especially when you consider: a) That growth is outpacing internet traffic growth, and has for many years now. Internet traffic CAGR is 23%[1] b) The shift from desktop to mobile should have the effect of reducing clicks. c) Since some of the growth is video, I would expect a decrease in click growth related to this as well. Vid…
for b) I would say the contrary. Have you tried entering in a common website from a mobile browser without an adblocker? You get like so many ads, SO MANY, one over the other, some full-screen some that just let you see the 10% of the real site, some with a pseudo-pop-up, all with those little "x" almost unclickable to close them that force you to click on the ad in the end. And in the "free apps with ads" of the mob…
I can't comment on Google's practices, but an honest ad network can generally detect accidental clicks and won't count them towards ad budget. This can be done by, eg, looking at how long a user remains on the click-through site before coming back.
Re: Alphabet Becomes the Most Valuable Public Company in the World
#67Earlier quoted context omitted.
for b) I would say the contrary. Have you tried entering in a common website from a mobile browser without an adblocker? You get like so many ads, SO MANY, one over the other, some full-screen some that just let you see the 10% of the real site, some with a pseudo-pop-up, all with those little "x" almost unclickable to close them that force you to click on the ad in the end. And in the "free apps with ads" of the mob…
Can that really go on forever? I don't know anyone that deliberately clicks on ads. Ads usually act as a "don't buy" signal to me - I assume the product is of low quality or a scam because of the skeeziness of how they tried to reach me as a customer. Like higher education, the online ads business seems poised to collapse.
A large part of our business is built on product listing ads and Google shopping. Regular people have no problem clicking on ads, the ads actually usually provide a much clearer path to buying they product than organic results.
In a lot of verticals without ads you would be concentrating most of the sales in the biggest players as it has become very hard to compete in organic search for anyone else.
Re: Alphabet Becomes the Most Valuable Public Company in the World
#68What was the big jump for Google/alphabet I July?
It was caused by a positive earnings report. http://www.bloomberg.com/news/articles/2015-07-17/google-app...
Re: Alphabet Becomes the Most Valuable Public Company in the World
#69People were losing their minds over the fact that iPhone shipments slightly declined. If you look at the year over year growth (excluding the massive bump for iPhone 6), it would show that AAPL is still ahead of the growth curve.
* Apple's quarterly revenue: $75.9bil
* Apple's quarterly profit: $18.4bil
* Google's quarterly revenue: $21.3bil
* Google's quarterly profit: $6.8bil
In sheer numbers, Apple's total profit is quite a bit more than Google's so there's that.
Re: Alphabet Becomes the Most Valuable Public Company in the World
#70Interesting that Apple's net profits last quarter was greater than Alphabet's revenue.
Because Apple sells fashion products whereas Alphabet consists of a wide variety of companies with Google itself mostly making money with advertising? Other than having overlapping categories in their product and service portfolio, I have no idea how the two can be compared.
I mean, Alphabet has military robots.