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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

#61
post #50

Earlier quoted context omitted.

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…

It's much harder to understand how rich Elon Musk is, because if he tried to sell even a small percentage of his Tesla shares, the value would evaporate. The revenue figures of these companies are more understandable because that is cold hard cash coming in the door

He actually sold a boatload of TSLA last year [1]. But yes, his wealth is not really expressible in USD.

If you tried to acquire a similar stake in TSLA, the price would shoot up and it would cost you more. If he tried to sell all his shares, it would plummet and he’d get less out.

1: https://www.wsj.com/articles/elon-musks-tesla-share-selling-...

Re: Alphabet Announces Fourth Quarter and Fiscal Year 2021 Results

#62

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

I think operating income is probably a better metric to look at to compare. Walmart has a higher revenue than all of the above (~140 billion)

Can you explain why operating income is better and why you are bringing up walmart?

Re: Alphabet Announces Fourth Quarter and Fiscal Year 2021 Results

#63

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

More perspective.

Apple: founded in 1976 (46 years old)

Microsoft: 1975 (47 years old)

Google: 1998 (24 years old)

Re: Alphabet Announces Fourth Quarter and Fiscal Year 2021 Results

#64
post #21

Earlier quoted context omitted.

The 3-year figure was always totally unhinged from the actual useful life of cloud servers. As evidence, please refer to the fact that on EC2 you can still provision a C4 instance with a Haswell CPU made in 2014. In GCE you can still provision an N1 instance with a Sandy Bridge CPU from 2012.

But is anybody actually doing that?

https://github.com/search?l=YAML&q=c4.xlarge&type=Code

Re: Alphabet Announces Fourth Quarter and Fiscal Year 2021 Results

#65
post #62

Earlier quoted context omitted.

I think operating income is probably a better metric to look at to compare. Walmart has a higher revenue than all of the above (~140 billion)

Can you explain why operating income is better and why you are bringing up walmart?

It's gives a better understanding of what's the bottom line after expenses.

You could have a ton of revenue, Walmart for example, but if you have razor thin margins that revenue won't necessarily translate into giant piles of money in the bank, which in the end is what most businesses are after.

Re: Alphabet Announces Fourth Quarter and Fiscal Year 2021 Results

#66
post #55
post #50

Earlier quoted context omitted.

It's much harder to understand how rich Elon Musk is, because if he tried to sell even a small percentage of his Tesla shares, the value would evaporate. The revenue figures of these companies are more understandable because that is cold hard cash coming in the door

Just recently I saw a headline about former Bezos wife selling $8B of Amazon stock. Does not seem to have affected the price all that much. She is probably going to have to pay $2B in taxes for that transaction.

Probably not since she donates all of it.

Re: Alphabet Announces Fourth Quarter and Fiscal Year 2021 Results

#67
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).

Anyone have handy YoY growth numbers for AWS and Azure?

AWS was 39% at their last report.

Re: Alphabet Announces Fourth Quarter and Fiscal Year 2021 Results

#68

I’m wondering if growth is just synthetic at this point. They can just add more ads regardless of user growth. There has been a noticeable increase in ads across all their products.

Growth is primarily due to demand - by advertisers, not the users. Online ad spending increased during the pandemic and is expected to continue to grow throughout this decade. Advertisers flush with cash are looking to spend it online. And google, fb, etc are more than happy to oblige. Google is simply increasing the supply ( ads ) to meet the demand ( advertisers ). This sadly means we'll be seeing more and more ads online...

Re: Alphabet Announces Fourth Quarter and Fiscal Year 2021 Results

#69

Earlier quoted context omitted.

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 dev…

How do you keep the level of service from PiHole once you leave your local network?

Re: Alphabet Announces Fourth Quarter and Fiscal Year 2021 Results

#70
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.

Google will have stake in the game.

https://www.datacenterdynamics.com/en/news/google-to-migrate...

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