Title of the article is "Google’s stock slid today and it might be because of this report on a search ad decline"
The post title exaggerates the claim.
Google’s stock slid after report on search ad decline
91–100 of 106 posts
Re: Google’s stock slid after report on search ad decline
#92Earlier quoted context omitted.
Android and GCP seem not to contribute enough yet.
Oracle seems to disagree: http://www.businessinsider.com/oracle-google-generated-42-bi... But while we can't take Oracle's statements at face value, how do you know Android isn't making Google money? It's also likely that without Android, Google's revenues would've declined a lot faster. Even if say people would've still used Adsense/Admob on iOS or other mobile operating systems, look what Apple did - it allowed adb…
there are adblocks on google play store.
its just that the mobile chrome doesnt support extensions. google isnt stopping anyone from a local "adblock" proxy or editing the phones host file.
Re: Google’s stock slid after report on search ad decline
#93Say it's not true?! Search ad decline?! How will we survive?!
I really dislike this train of thought and where it leads. Sure, everyone hates ads and would do without them if possible. But people forget; ads subsidize most "free" content. It has been this way for 60+ years, probably more. You know when your grandmother tuned in to watch Howdy Doody? It was always "brought to you by: Palmolive Dish Soap and Ovaltine!". Their ads during commercial breaks paid for that show. Back…
https://news.ycombinator.com/item?id=7485773
Nearly everyone has bought into the utter bullshit that advertising makes the web free. This delusion buries not only the fact that we have made a deal with the devil, but also that the deal really sucks. What we traded our souls for we don’t even get. The web would be both cheaper and better if we just paid for what we use straight up. And more importantly, society would be better. I'll explain all of these....
It's not free.
It's more expensive.
It's even worse.
Eevilspock on HN, March 28, 2014.
Re: Google’s stock slid after report on search ad decline
#94Earlier quoted context omitted.
In the Google vs. Facebook discussion, I think people seem to forget a tiny detail: Google has some products that are market leaders with heavy usage, eg: * Search * GMail * Youtube * Android * Chrome * Maps * Docs Its just that Google is unable to monetize many of them. However, Facebook has only Facebook, Instagram and Whatsapp. 1) Instagram _is_ what Facebook was 10 years ago. Its not a new product. They just boug…
Of those products you name, GMail, Youtube, Chrome, Maps and Docs are near-commodity products. These are just basic services for which open-source versions exist, and every engineering team of about 50 people could easily recreate them given today's state of technology. This also holds for Facebook. The real struggle lies not in the technology, but in the network-effect and branding.
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Re: Google’s stock slid after report on search ad decline
#95Earlier quoted context omitted.
Google and Facebook provide tools to help people implement their dreams. For example, our nonprofit heavily relies on Google's services (email, drive, sheets)for everything. In fact, sheets doubles as a database that can be used for all sorts of functionalities without needing to learn how to code. My point is that tools that help other companies in their journey to innovate can make a real difference. I realized thi…
> I just genuinely appreciate what Google's tools has allowed us to do (linked spreadsheets, email, docs, Android, Chromebook, drive and search of course!) [...] whatsapp is amazing at bringing ppl closer. But Google and Facebook are not the only companies in town that provide these products. They just invest insane amounts of money (and thus human resources) to be marginally better than everybody else. That is the s…
>But Google and Facebook are not the only companies in town that provide these products
Your argument falls apart there because they wouldn't be the only companies in town doing "medical or fundamental physics research" either.
It is blind luck that the industries and/or execution by Fb & Google allow them to print money - I don't think you can expect the same successes had they started off as medical or physics startups.
Incidentally, Alphabet is diversifying into medical research with Calico, and I hope it will turn out to be more than a billionaire's way of coping with their mortality.
Re: Google’s stock slid after report on search ad decline
#96I think internally, Google has already seen this coming and are trying to steer the company towards AI-related verticals. Search revenue is going to be always under threat because of the rise in mobile devices and also ad blockers. Interestingly, installing ad blocking is harder in the mobile though (requires a separate browser), than in the desktop browser (just another extension).
> Interestingly, installing ad blocking is harder in the mobile though (requires a separate browser)
I think this will change soon - at least on iOS if Apple takes ad-blocking to it's natural end. The not-so-subtle Apple v Google (and Google v. MS) strategic corporate warfare has been enlightening and entertaining to me. I had no idea corps would shake hands for the cameras whilst stabbing each other in the back concurrently.
Re: Google’s stock slid after report on search ad decline
#97Earlier quoted context omitted.
Of those products you name, GMail, Youtube, Chrome, Maps and Docs are near-commodity products. These are just basic services for which open-source versions exist, and every engineering team of about 50 people could easily recreate them given today's state of technology. This also holds for Facebook. The real struggle lies not in the technology, but in the network-effect and branding.
What do you think the thousands of engineers that work on these products are doing? You realise that there's a lot more to these products than the web interface?
Indeed. I use gmail, gmaps, and gdocs because they're good tools. If not for my still-free Google Apps account, I'd pay for just gmail and docs even if there are free alternatives.
Re: Google’s stock slid after report on search ad decline
#98As much as people like to consider Google revenu sources very diverse or dream about future of other Google bets, Google is mostly an advertisement company heavily relying on their search business. It's obvious that Facebook has a better position for growth and adding new channels for their ads business. I can see Facebook share of online advertising grow in the next couple of years.
Facebook has social data. Google knows a whole heck of a lot more than that. Adsense, GMail, Analytics, and hosting fonts for a ton of websites, for example are sources of data that provide a pretty good deal of insight as to who you are and what you are insterested in.
I still don't understand why they backtracked on their plan to become the 'social layer' of the internet. They'd get data on so many more things.
For example, I was working on integrating Facebook in a large media site, and Facebook would've had access to: what users viewed, how long they viewed things, game play usage (high scores and whatnot) and a lot of other information.
Re: Google’s stock slid after report on search ad decline
#99Post hoc, ergo propter hoc? Typical Wall Street commentary BS. Why did Apple's stock lose almost as large a proportion of its value at the same time?
Re: Google’s stock slid after report on search ad decline
#100Earlier quoted context omitted.
People spend most of their time on Facebook products, especially on mobile - for example, in HK's public transits, it is not uncommon if you find over 70% of people near you are actually using Facebook products at the same time (FB/WhatsApp/Instagram)
I reckon if Facebook would add search to WhatsApp, it could hurt Google's ad income quite a bit. Right now you have to close WhatsApp to start a search. And then come back when you have found the answer. There is potential for Facebook for smooth search integration in its products and take bigger piece of the search-ad pie.
Start a search and use whose API?
Google has tens of thousands of people working on a top 5 difficulty problem with a 20 year head start. Facebook would need at least 10 years of trial and error just to make a dent.