EDIT: Go fuck yourself, HN.
It's clear you have no understanding of markets. Price per share is meaningless. What is being compared is the market cap (Price per share * Number of shares outstanding). In other words, the total value of the company.
Alphabet Becomes the Most Valuable Public Company in the World
91–100 of 445 posts
Re: Alphabet Becomes the Most Valuable Public Company in the World
#92Interesting that Apple's net profits last quarter was greater than Alphabet's revenue.
How much Google product did you buy last quarter...
The most interesting part about signing up to Google Contributor has been the allocation reports. Try it just once on a 'top 10 list of celeb whatever' site to see how much they make per visitor.
Re: Alphabet Becomes the Most Valuable Public Company in the World
#93People 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. See https://imgur.com/vO0kPEy * 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…
AAPL isn't as hot as it's been in the past, and that's ok. No company stays at the top forever. As your numbers show, Google has a higher profit margin.
Re: Alphabet Becomes the Most Valuable Public Company in the World
#94I feel like there are a fair number of reluctant capitalists employed by this company. I wonder how long they can post these kinds of numbers before something breaks.
Re: Alphabet Becomes the Most Valuable Public Company in the World
#95People 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. See https://imgur.com/vO0kPEy * 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…
70% of the revenue and (maybe) 80% of the profit of Apple comes from a single product - the iPhone. Apple themselves have given lower guidance going forward. There is a limit to the number of people buying iPhone at huge margins every year. The total units might continue to grow but not at the current margins and not as frequently. Hard to be bullish unless some other product takes off.
Re: Alphabet Becomes the Most Valuable Public Company in the World
#96Both tremendous companies. I actually wish Apple would deploy some of its know-how and capabilities a little more broadly. Not everything has to be an immediate $20 billion opportunity.
Judging by some of Apple's patents that filter through the USPTO, there are clearly broader applications of those capabilities being studied deep within R&D. Yet the institutional memory of the disastrous, nearly-bankrupting sprawl of the 1990s is certainly at the heart of Apple's resistance to commercialize a lot of the wilder things its researchers and designers come up with.
Re" being focused - There are organizational structures to counter that , and it isn't that they lack the money to invest.
Re: Alphabet Becomes the Most Valuable Public Company in the World
#97Earlier quoted context omitted.
I absolutely agree that comparing Google and apple is silly. But calling Google an "artificial intelligence" company is just feeding another buzzword into the fire.
Why? It's obvious that is where they are going.
Calling someone an "X company" means that they make their money from X. There are aspects of AI in targeted advertising, but not enough to call them an AI company rather than an advertising company. It doesn't really matter where they're going- that's what they aspire to be, not what they are. If you judge companies based on their aspirations, you end up judging them based on their most positive and idealistic version of themselves, rather than what they are, which is much more meaningful.
A much more cynical way to look at it is, judging a company based on its aspirations means judging them based on their marketing rather than their products, services, or actions.
Think of how differently Comcast would be perceived if everyone wanted to talk about the company Comcast wishes it was, rather than company that it is. Or any company you don't like for whatever reason.
Re: Alphabet Becomes the Most Valuable Public Company in the World
#98Paid 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…
> The shift from desktop to mobile should have the effect of reducing clicks.
Why? The shift from desktop to mobile means people spend more of their time with the opportunity to give clicks.
Re: Alphabet Becomes the Most Valuable Public Company in the World
#99Earlier quoted context omitted.
They are getting better, every single year, over more than a decade, in a way that click growth outpaces traffic growth. Despite circumstances that would counter the effort. It seems unlikely it's just targeting, without spilling over into something that's bad for consumers.
I think your concerns raise an interesting point but I would like to know what, specifically, is "something that's bad for consumers." There might be something to dig into here. I'd like to learn more. Can you expand on your previous point?
Previously google used to organically list products in their "froogle" search. now all product listings are ads. Therefore it's not surfacing content from the entire web which almost always has products for cheaper prices.
Re: Alphabet Becomes the Most Valuable Public Company in the World
#100People 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. See https://imgur.com/vO0kPEy * 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…
70% of the revenue and (maybe) 80% of the profit of Apple comes from a single product - the iPhone. Apple themselves have given lower guidance going forward. There is a limit to the number of people buying iPhone at huge margins every year. The total units might continue to grow but not at the current margins and not as frequently. Hard to be bullish unless some other product takes off.
unlike Google, where practically 100% comes from one single product, which is ads.
all "other bets" are actually losing money, per their data.