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Alphabet Announces Second Quarter 2018 Results [pdf]

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Re: Alphabet Announces Second Quarter 2018 Results [pdf]

#61

Earlier quoted context omitted.

Both, but small company. But I agree with you, although thry are slowly attracting very large accounts — thanks to discounts surely, but at least they get some names, which will get some names as ROI. Well worth the huge discounts, if it all pans out.

I assume over the long haul they will be the low cost producer. They need to learn to sell and support in a higher touch manner to bring in the large corporates.

This is why Azure is outpacing AWS/GCE.

Re: Alphabet Announces Second Quarter 2018 Results [pdf]

#62
post #44
post #7

26% revenue growth for such a large company is astounding. Google's growth machine seems to have lasted much longer than people expected.

26% is a crazy high growth rate for a company with 89,000 employees. Even more amazing is that it's actually accelerating: Q2 2018 vs. 2017 +26% Q2 2017 vs. 2016 +21% Q2 2016 vs. 2015 +21% Q2 2015 vs. 2014 +11% Q2 2014 vs. 2013 +21% Q2 2013 vs. 2012 +11% I don't think I've ever seen this with another big company. Truly astounding.

Patrick Pichette always had a saying internally that 20% is the magic number. If you can keep growing 20% YoY, investors will let you do whatever you want.

Re: Alphabet Announces Second Quarter 2018 Results [pdf]

#63

Earlier quoted context omitted.

Revenue: sales recorded. This might or might not represent cash coming through the door in this quarter, but it represents that there is an agreement for cash and goods/services to change hands. Operating income: Money left over after you subtract the costs of operating the business and making the sale. In a manufacturing firm, for example, you would subtract the cost of the materials in the goods sold. For Google th…

I’ve always wondered this - why do internet comments have to explicitly say “I’m not a lawyer and this is not a legal advice”? I think that it’s pretty obvious and needless. What’s the consequence of not having a disclaimer? Internet has a lot of noise and it is the responsibility of the reader. I never understood why people have to say this. Same goes for “I am not a Doctor”. Are there any legal ramifications to: A)…

I think it's just a friendly reminder to read with caution.

People need reminding.

Re: Alphabet Announces Second Quarter 2018 Results [pdf]

#65

Earlier quoted context omitted.

> These are facts about two monopolies If you poke through my comments, you'll find we share antipathy for Facebook and, to a less degree, Google. That antipathy, however, is an opinion. Not a fact. Neither Facebook nor Google are monopolies by any common definition. Their business models disagree with our values. But a lot of Americans do as well. Your comments forego the debate necessary to establish agreement, and…

Depending on the data source, Google has 80%+ share of the search engine market in many countries (such as here in the UK). That's a level often considered monopolistic.

No, that's considered having a large market share. Monopolies do not have competitors and have markets that are difficult for other companies to enter. Google has competition, both search (Bing, Baidu, DDG, etc.) and ads (MSN, Facebook, Twitter, etc.).

Put another way, monopoly companies have a large market share, but not all companies with a large market share are monopolies.

Re: Alphabet Announces Second Quarter 2018 Results [pdf]

#66

Earlier quoted context omitted.

Revenue: sales recorded. This might or might not represent cash coming through the door in this quarter, but it represents that there is an agreement for cash and goods/services to change hands. Operating income: Money left over after you subtract the costs of operating the business and making the sale. In a manufacturing firm, for example, you would subtract the cost of the materials in the goods sold. For Google th…

I’ve always wondered this - why do internet comments have to explicitly say “I’m not a lawyer and this is not a legal advice”? I think that it’s pretty obvious and needless. What’s the consequence of not having a disclaimer? Internet has a lot of noise and it is the responsibility of the reader. I never understood why people have to say this. Same goes for “I am not a Doctor”. Are there any legal ramifications to: A)…

There was a good discussion about this on law.SE: https://law.stackexchange.com/questions/596/what-legal-liabi...

Re: Alphabet Announces Second Quarter 2018 Results [pdf]

#67
post #44
post #7

26% revenue growth for such a large company is astounding. Google's growth machine seems to have lasted much longer than people expected.

26% is a crazy high growth rate for a company with 89,000 employees. Even more amazing is that it's actually accelerating: Q2 2018 vs. 2017 +26% Q2 2017 vs. 2016 +21% Q2 2016 vs. 2015 +21% Q2 2015 vs. 2014 +11% Q2 2014 vs. 2013 +21% Q2 2013 vs. 2012 +11% I don't think I've ever seen this with another big company. Truly astounding.

I think a big part of it is how over the past few years, the internet has truly gone mainstream in a way that it hadn't prior, namely the ad spend online, is starting to catch up with the time spent online as compared to other platforms such as TV, print, ect.

Re: Alphabet Announces Second Quarter 2018 Results [pdf]

#68

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.

Are you an individual user or corporate? Their reputation for large enterprises has been not enough handholding to accompany the complexity. (Relative to IBM/AWS/Oracle) I’m curious about your experience.

As a large corporate user I had a fairly poor experience using google cloud.

Re: Alphabet Announces Second Quarter 2018 Results [pdf]

#69

Strong headcount growth versus other FANG-like companies.

Is the A Apple or Amazon? No one is anywhere close to Amazon in headcount growth.

In the original interpretation it was Amazon, as FANG originally referred to internet companies with high stock growth.

Re: Alphabet Announces Second Quarter 2018 Results [pdf]

#70
post #67
post #44

Earlier quoted context omitted.

26% is a crazy high growth rate for a company with 89,000 employees. Even more amazing is that it's actually accelerating: Q2 2018 vs. 2017 +26% Q2 2017 vs. 2016 +21% Q2 2016 vs. 2015 +21% Q2 2015 vs. 2014 +11% Q2 2014 vs. 2013 +21% Q2 2013 vs. 2012 +11% I don't think I've ever seen this with another big company. Truly astounding.

I think a big part of it is how over the past few years, the internet has truly gone mainstream in a way that it hadn't prior, namely the ad spend online, is starting to catch up with the time spent online as compared to other platforms such as TV, print, ect.

I believe 2017 was the year online ad spending passed television.

A quick search, using these terms: digital ad spend surpasses tv, shows multiple sources confirm my belief.

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