Author Topic: GOOGL - Google  (Read 491672 times)

meiroy

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Re: GOOGL - Google
« Reply #2000 on: May 08, 2019, 06:07:48 PM »

This year's I/O is really impressive.   What a fantastic company.


Liberty

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Re: GOOGL - Google
« Reply #2001 on: May 09, 2019, 08:17:24 AM »

This year's I/O is really impressive.   What a fantastic company.

What did you like most?
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Liberty

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Re: GOOGL - Google
« Reply #2002 on: May 14, 2019, 09:47:49 AM »
https://www.reuters.com/article/us-alphabet-google-advertising/google-to-show-ads-on-homepage-of-mobile-site-app-idUSKCN1SK1YK

Quote
Google will begin featuring ads on the homepage of its mobile website and smartphone app later this year, it said on Tuesday, giving the search engine a huge new supply of ad slots to boost revenue.

Google will also start placing ads with a gallery of up to eight images in search results, potentially increasing ad supply further. The ads will appear on Google pages and apps globally.

The gallery ads are part of a Google effort to make search results more visual, the company said. Ads with images are expected to garner more clicks, which could lead them being shown in more results, executives said.
« Last Edit: May 14, 2019, 09:49:31 AM by Liberty »
"Most haystacks don't even have a needle." |  I'm on Twitter  | This podcast episode is a must-listen

Liberty

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Liberty

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walkie518

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Re: GOOGL - Google
« Reply #2005 on: May 30, 2019, 10:41:39 AM »
https://www.engadget.com/2019/05/30/google-enterprise-users-escape-chrome-ad-blocking-restriction/

this will push freemium users to paying customers... likely resulting from losing some market share on ads, pretty smart though note sure what the rev impact might be...

Liberty

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Re: GOOGL - Google
« Reply #2006 on: May 30, 2019, 12:01:47 PM »
https://www.engadget.com/2019/05/30/google-enterprise-users-escape-chrome-ad-blocking-restriction/

this will push freemium users to paying customers... likely resulting from losing some market share on ads, pretty smart though note sure what the rev impact might be...

Ad blocking will still work on Chrome, just a certain very efficient API that won't. Most of the ad blocking done on the other API is from Adblock Plus and uBlock that are partners with Google and let some "quality" ads through and block the crap, which is good for Google.

Some discussion of all this here:

https://news.ycombinator.com/item?id=20044430
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Spekulatius

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Re: GOOGL - Google
« Reply #2007 on: June 05, 2019, 05:13:04 AM »
https://www.google.com/amp/s/amp.ft.com/content/e46c1558-7ccf-11e9-81d2-f785092ab560

Manhattan building is a 100x Bagger in 22 years. Imagine buying this with leverage...
To be a realist, one has to believe in miracles.

Liberty

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SHDL

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Re: GOOGL - Google
« Reply #2009 on: June 09, 2019, 11:40:07 AM »
There was a nice, thought provoking article in Barronís the other day that points to a risk with GOOG (and FB and AMZN) that the market may be underestimating at the moment: 

https://www.barrons.com/articles/the-vc-bubble-is-putting-established-companies-at-risk-51559907001

The authorís argument is that a lot of VC money has been flowing into low quality startups/businesses that are really more like Ponzi schemes and that a big chunk of that funding has been spent on Google/Facebook ads and AWS.  So if/when this party ends, the author argues, GOOG/FB/AMZN investors may be among the many losers.

This naturally caught my attention (note: long), and so I spent a few hours looking up some numbers to see if I could get a rough sense of how big of a deal this might be.  Here are a few data points:

- According to crunchbase.com, the total dollar volume of VC funding in 2018 was around $340bn(!).  About 50% of that was raised by US-based companies and about 40% of it was early stage funding. 
- The word on the street (according to people like Chamath P. and others) is that about 40% of VC funding tends to be spent on Google/Facebook ads and AWS. 
- 2018 revenue for Google, Facebook, and AWS combined was around $220bn.

So taken together, it does seem like the revenue impact could be significant for these tech giants if VC funding were to dry up in a major way. 

Just something to consider. 
« Last Edit: June 09, 2019, 12:46:22 PM by SHDL »