81–90 of 132 posts
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).
Not sure if this is really much different, but superficially it looks like its up ~45% (5.5 billion from 3.8)
Earlier quoted context omitted.
GCP is a profit center and diversifies the business, why would Alphabet deprecate it?
According to top comment it loses money? > Lost $890m this quarter compared to $1.2B Q4 2020
Earlier quoted context omitted.
One perspective: Roughly 10c of revenue for every person on the planet every day.
Maybe "Alphabet's revenue this quarter was about 3% of San Francisco's real estate."
- did not calculate, just saying :)
Really amazing how much money they keep squeezing out search But it's basically impossible to escape the ads on it these days, so it's not surprising.
>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?
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I wonder if there is a psychological effect that could push more stock growth?
Increased liquidity. Also option trading is usually in 100 share units, meaning retail investors can now afford more options (e.g. $15,000 vs $300,000 a unit).
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…
It is actually both, from q3 10k:
Paid clicks change: 24% Cost-per-click change: 17%
Earlier quoted context omitted.
Disclaimer: I'm at Amazon but not in AWS Fair, I was thinking of this in the non-cloud perspective where efficiency improvements can push you to upgrade even if the hardware still works. In cloud provider mode it makes sense to keep it around as long as it still works and it's not too annoying to run. It doesn't really matter how (in)efficient the hardware is because you set the pricing to keep it profitable as long…
It's not that simple. Every rack that is sitting there is an opportunity cost for another efficient or more profitable rack. So, there has to be smart calculation to make the keep/upgrade decision
You would typically be right. However, the saying as of 2013 was "At any given second there is always at-least one new computer being plugged in, to support S3's growth."
> Every rack that is sitting there is an opportunity cost for another efficient or more profitable rack.
If AWS wasn't already supply side constrained on new hardware to fill new AWS data centers, you would be correct. However, they do not yet need to re-use those old racks, instead they are accelerating how many new racks they are building.
To put Alphabets revenue this quarter ($75 billion) in perspective: Microsoft: $51.7 billion Apple: $123.9 billion.
pixel earns 100M..
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>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?
Can you use ublock when searching on android or iphone?
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…
see riku comment for more