Alphabet (GOOG, GOOGL)

Re: Alphabet (GOOG, GOOGL)

Postby winston » Tue Jul 25, 2017 6:52 am

Alphabet shares drop after it reports lower profit on huge EU fine

Google parent Alphabet earnings: $5.01 vs $4.49 expected EPS

Alphabet second-quarter profit is seen plunging on EU fine and wider 'moonshot' losses. Sales expected to surge on more YouTube, mobile search ads

Alphabet (GOOGL) reported a drop in second-quarter profit thanks to a $2.74 billion fine European antitrust regulators slapped on its Google unit.

Shares fell as much as 3% in after hours trading.

Here are the numbers:

EPS: $5.01 versus $4.49 expected
Revenue: $26.01 billion, up from $21.5 billion a year ago
Paid clicks: +52% from a year ago
Cost per click: (23%) from a year ago
The drop in cost per click -- the amount advertisers are paying each time a user clicks on an ad served by Google -- dropped 23%, much higher than the 15% analysts expected, according to StreetAccount.

Traffic acquisition costs amounted to $5.09 billion, higher than analyst estimates of $4.75 billion, as mobile search traffic carries higher costs than that from desktop users.

Still, the company said operating income excluding the EU fine rose 15 percent from a year earlier.

Alphabet CFO Ruth Porat said on a call with reporters that the company's capital expenditures reflected a pause in its expansion of the Google Fiber business.

Revenue jumped almost 21 percent from a year ago, more than the 19 percent rise Wall Street analysts expected.

The company's revenue growth was powered mainly by YouTube ads and mobile search ads, Porat said on a conference call with analysts.

Alphabet has been adding new content as it races Facebook (FB) and traditional TV networks for a share of the surging market for digital video ads.

YouTube said in June that it had reaches 1.5 billion monthly users and would add 12 new TV shows to the 37 it already has on its YouTube Red service.

The company is also updating its core search product as more consumers use its service via smartphones.

Still, its drive to innovate has run into a regulatory wall in Europe, where regulators ruled Google used its monopoly position in search advertising to hurt rivals by favoring its online shopping service over competitors, and fined the company $2.74 billion.

"There's a lot of follow-on risk associated with this" (EU fine) said Mark Mahaney, analyst with RBC Capital Markets, in an interview with CNBC before the results were released.

On Monday, the company added Google CEO Sundar Pichai to its board , which is already heavy with insiders.

The company added more than 1,000 workers during the quarter, most of them in Google's cloud business.

Class A shares of Alphabet are up more than 25 percent so far this year.

Source: Yahoo Finance

https://finance.yahoo.com/news/google-p ... 36575.html
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118527
Joined: Wed May 07, 2008 9:28 am

Re: Alphabet (GOOG, GOOGL)

Postby winston » Tue Jul 25, 2017 6:04 pm

not vested

Yes, Google Can Keep Dominating Advertising

By Shira Ovide

Total worldwide spending on television and radio commercials, newspaper ads and other measured advertising grew by about $83 billion from 2012 to 2016, according to figures from Magna Global.

Google and Facebook's advertising revenue rose by a combined $58 billion over those years, which means the two companies were responsible for roughly 70 percent of all the growth in global advertising.

Google's ad revenue alone has been consistently equivalent to more than 40 percent of the annual growth in global advertising spending.


Google's ad sales have increased by 12 percent or more year-over-year for at least 18 consecutive quarters, including an 18.4 percent increase in ad revenue that Google parent company Alphabet Inc. reported Monday for the second quarter.


Source: Bloomberg

https://www.bloomberg.com/gadfly/articl ... aretheview
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118527
Joined: Wed May 07, 2008 9:28 am

Re: Alphabet (GOOG, GOOGL)

Postby winston » Tue Jul 25, 2017 7:30 pm

Alphabet adds to cash pile despite higher costs, antitrust fine

by David Ingram and Rishika Sadam

Alphabet Inc reported a 21 percent jump in quarterly revenue


Alphabet, the owner of Google and YouTube, said it made $3.5 billion in net income on sales of $26 billion. The profit would have been much larger but for a record $2.7 billion European Union antitrust fine.


Alphabet's cost of revenue, a measure of how much money the company must spend to keep its platforms running before added costs such as research, rose 28 percent, well above the growth in revenue itself.


With its latest profits, Alphabet reported $15.7 billion in cash and cash equivalents, and another $79 billion in marketable securities



Source: Reuters

http://www.reuters.com/article/us-alpha ... y%20Report
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118527
Joined: Wed May 07, 2008 9:28 am

Re: Alphabet (GOOG, GOOGL)

Postby winston » Sat Aug 05, 2017 9:11 am

not vested

Alphabet Is Poised to Surge 1,294% - and These Real Estate Deals Prove It

By Michael A. Robinson

In Sunnyvale, Alphabet has spent a whopping $820 million on local tracts.


The firm just struck a deal with San Jose, Silicon Valley's biggest city, for the purchase of 16 tracts of prime land near the convention center and pro hockey arena.


With a current workforce of 72,000, Alphabet is focused on long-term growth and will have offices spread out between San Francisco to the north and San Jose to the south. That makes Alphabet one of Silicon Valley's largest landlords.


Google X labs have begun making artificial human skin, which could become a lifesaver for burn victims.

Its Verily division is working with Novartis AG (NYSE ADR: NVS) on "smart" contact lenses that check a patient's glucose level.

It's way out in front in the battle to put fully autonomous cars on the road. To date, Alphabet's Waymo division has logged more than 3 million miles on public roads, more than any other firm - by far.

The firm also has a $1 billion stake in commercial rocket leader SpaceX. The reason: SpaceX will be able to surround the globe in satellites and help Alphabet provide web access to the nearly 4 billion around the world who now lack it.


Its search-based ad business, for example, is already worth $20 billion a year, and still managed to grow an impressive 18% in the most recent quarter.


Source: Strategic Tech Investor
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118527
Joined: Wed May 07, 2008 9:28 am

Re: Alphabet (GOOG, GOOGL)

Postby winston » Sat Aug 05, 2017 10:49 am

not vested

Now’s a Great Time to Buy This Stock (If You’re a Long-Term Investor)

by Laura Hoy

With both YouTube and mobile search nearing their saturation point, it’s unclear how Alphabet plans to continue growing its ad business.

Advertising revenue was up 18% and paid clicks rose a whopping 52%, however, the troubling metric was the cost per click, which declined 23% in the second quarter.

The cost-per-click revenue decrease is nothing to sneeze at, but it’s also something to expect now that more people are viewing content on their mobile rather than a laptop.

Ads simply aren’t clicked as often and that means businesses aren’t willing to shell out as much on online ads.


Alphabet’s cloud business continued to pick up in the second quarter, a space that is expected to continue growing exponentially throughout the next decade.

The firm has also been working to grow Waymo and DeepMind, its driverless car and artificial intelligence arms.


Source: Investor Place

http://dailytradealert.com/2017/08/04/n ... -investor/
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118527
Joined: Wed May 07, 2008 9:28 am

Re: Alphabet (GOOG, GOOGL)

Postby winston » Tue Aug 15, 2017 9:00 am

Alphabet Inc (GOOGL) Stock Is a Rare Opportunity Right Now

A correction in a quality name like GOOGL stock doesn't come around very often. Take advantage.

By Nicolas Chahine

Source: Investor Place

http://investorplace.com/2017/08/alphab ... ZJGxVGg-M8
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118527
Joined: Wed May 07, 2008 9:28 am

Re: Alphabet (GOOG, GOOGL)

Postby winston » Wed Aug 16, 2017 11:19 am

not vested

Should You Buy Alphabet Inc (GOOGL) Stock? 3 Pros, 3 Cons

GOOGL stock has been hobbled ever since Q2 earnings. Will short-term weakness devolve into long-term decay?

By Ian Bezek

Cons of GOOGL Stock
1. Alphabet Wants to Buy Snap?
2. Licensing Fee to Apple
3. Technicals Fading


Pros of GOOGL Stock
1. Earnings Actually Weren’t Bad
2. Controversies Likely Short-Lived
3. Strong Balance Sheet




Source: Investor Place

http://investorplace.com/2017/08/should ... ZO4slGg-M8
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118527
Joined: Wed May 07, 2008 9:28 am

Re: Alphabet (GOOG, GOOGL)

Postby winston » Wed Aug 23, 2017 9:47 am

If You Own Alphabet Inc (GOOGL) Stock, This Should Nag You

Apple and Alphabet seem to be in a healthy partnership, but stranger things have happened

By James Brumley

Bernstein analyst Toni Sacconaghi reckons that Alphabet is going to pay Apple about $3 billion this year for pre-setting Google as the search engine on iOS devices.


Based on court documents that confirmed Alphabet forked over $1 billion for that privilege in 2014, and then extrapolating the growth of the iPhone in the meantime, Sacconaghi concludes this year’s tally is on the order of $3 billion.

The fee is booked as licensing revenue, which is part of Apple’s fast-growing “Services” arm that also includes app and subscription-based revenue.

The fee will also grow every year, assuming Apple continues to sell more devices — it’s billed on a per-user basis.


It’s a not-so-touted secret that should spook owners of GOOGL stock: Alphabet needs Apple a lot more than Apple needs Alphabet.

Apple could replace Alphabet’s $3 billion much easier than Alphabet could replace the 1 billion-plus devices running iOS, most of which have (or still have) Google is the default search engine.


Source: Investor Place

http://investorplace.com/2017/08/if-you ... ZzZBiig-M8
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118527
Joined: Wed May 07, 2008 9:28 am

Re: Alphabet (GOOG, GOOGL)

Postby winston » Sun Sep 03, 2017 8:48 am

Buy This Dip In Alphabet Inc (GOOGL) Stock

The selloff in GOOGL stock is an opportunity

By Luke Lango

Despite operating margin compression, operating income still rose about 15% year-over-year due to robust revenue growth.


Google Cloud is scaling nicely. Last quarter, Alphabet closed three times as many large cloud deals (those greater than $500,000) than they did last year.

On the smartphone side, research firm Gartner estimates that Android controlled 88% of the smartphone shipment market in the second quarter of 2017, up from 86% in the second quarter of 2016.


GOOGL stock trades at 23.8 times fiscal 2018 estimates


Source: Investor Place

http://investorplace.com/2017/09/alphab ... atNmMig-M8
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118527
Joined: Wed May 07, 2008 9:28 am

Re: Alphabet (GOOG, GOOGL)

Postby winston » Wed Sep 06, 2017 2:36 pm

Best Weakened Tech Stocks to Buy: Alphabet Inc (GOOG)

GOOG stock has dropped to the $927 area from around $998 in July 24.

The recently announced deal between Wal-Mart Stores Inc (NYSE:WMT) and Google, under which the retail giant will sell its products on the Google Express website, could move the needle as far as Alphabet’s financial results are concerned.

Walmart fans could start visiting and using Google Express in droves, especially since GOOG also announced that it would cancel Google Express’ $95 per year or $10 per month membership fee.

Moreover, Google Express has received billions of dollars of free publicity from the announcement of the deal, and Walmart may very well pay for some ads that will tout the website.

Furthermore, as has been well-documented, the deal also allows consumers to use their voices to order Walmart products for the first time.

Since voice ordering for Walmart will only be available on the company’s Google Assistant, many Walmart customers could consider buying the device, significantly boosting its adoption.

Given all of these positive catalysts, Alphabet could, within six months or so, finally start getting some significant e-commerce revenue, providing a boost to GOOG stock.

Meanwhile, Bloomberg reported earlier this year that the company’s self-driving car initiative is offering free rides to Phoenix residents, bringing the company “close to becoming a real service”.

By the end of this year, investors may start baking some revenue and profit from the self-driving program into GOOG stock.

Source: Investor Place
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118527
Joined: Wed May 07, 2008 9:28 am

PreviousNext

Return to A to D

Who is online

Users browsing this forum: No registered users and 9 guests