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Google announces Q1 2023 earnings [pdf]

147 点作者 samspenc大约 2 年前

23 条评论

ChuckMcM大约 2 年前
Well that was an interesting read.<p>Some things that stood out to me, changing depreciation rules to “magically” generate $770M in revenue. Traffic acquisition costs down for the quarter (I think this is the first time in like 10 years it has gone down). And a stock buyback which does the “let’s pretend our stock is going up” trick. (IBM has been a master of this for years).<p>None of it looked very hopeful for the future of Alphabet. A friend of mine who was in the “sudden layoff of entire projects” wave is starting to feel better about having gotten out with a severance package. I told them (as a survivor of a couple of layoffs back in the dot.com days) that there are pluses and minuses to being picked or being passed over. But <i>everyone</i> gets reminded to polish up their resume and start looking at the alternatives. If you still work there, keep an eye on the people you know are the ones who “get things done” as they will often be the first to leave as it is easier for them. Folks who have moved from cancelled project to cancelled project will find it harder as interviewers will be unconsciously biased against applicants who have never worked on a successful project&#x2F;product.<p>Take heart though, when “gorilla&#x2F;monster&#x2F;dominant” technology companies die, their former employees fertilize the field of new ideas and, at least as I’ve observered over the last 40 years, new greatness emerges.
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jsnell大约 2 年前
Seems like the big deal here is Cloud finally turning a profit, though it seems partially attributable to a change in the amortization schedules.
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alexb_大约 2 年前
More importantly, it announces a 70 billion dollar stock buyback. That&#x27;s what the market is reacting to.<p>Interestingly enough, it looks like everything except cloud grew at a rate less than inflation.<p>Ad revenue is falling. What implications does this have for internet companies reliant on the assumption advertising revenue will be going up forever?
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neel8986大约 2 年前
Interestingly cloud is profitable. Even being 3rd, GCP is a 30B dollar business growing at 27%.
dzonga大约 2 年前
Yeah, they had to do layoffs.<p>revenue only grew 3%. while they had increased costs via massive hiring during the pandemic.<p>certainly, they need to cut back on other bets and personnel and salaries.
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crecker大约 2 年前
Google advertising in 2022 54,661<p>Google advertising in 2023 54,548
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anoncow大约 2 年前
An almost flat ad business is not bad because of the post pandemic situation.
pcurve大约 2 年前
Google Network 2022 q1: $8,174 2023 q1:$7,496<p>Yikes. that&#x27;s a steep drop. Youtube revenue is almost flat too.<p>Pretty worrying as a shareholder :-&#x2F;
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woeirua大约 2 年前
Cloud turning a profit is good for Google, but the rest of the picture is not great. Stock buybacks are great for shareholders, but terrible for the employees and long term prospects for the company. Also, WTF is going on with their headcount? Up another 20k employees over the last year including those laid off?<p>The future for Google almost certainly includes a lot more layoffs in order to keep their EPS up.
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prisonguard大约 2 年前
Looks like hardware (Pixel especially) is also struggling as it is hardly mentioned?
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nologic01大约 2 年前
&gt; Reflecting DeepMind’s increasing collaboration with Google Services, Google Cloud, and Other Bets ...<p>Will be interesting to see where the focus of the &quot;significantly accelerated AI strategy&quot; will be. AI for adtech customers or AI for Cloud customers?<p>The adtech business model seems stagnant but its not obvious (to me) what AI could do to revive its fortunes.<p>The cloud business model seems to be growing and selling AI services (IBM Watson style) an apparently natural fit but does this mean I could use gcp to run a LLM based search service? :-)
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summerlight大约 2 年前
Ad revenue seems flat, it&#x27;s likely paying interest for the overgrowth during the pandemic period. At the moment, Google looked like afraid of the unforeseen level of recession so it put all the tricks to pull all the short-term revenue stream. Ironically, it was completely reverse; combining this to overflowing money in the market led it to the crazy level of growth (66% YoY? are you serious?). The real question would be whether Google can match its growth to inflation rates after this adjustment.
georgewsinger大约 2 年前
Google&#x27;s stock is now worth more than it was on the date of ChatGPT&#x27;s initial release (Nov 30th).<p>Good test for the Efficient Markets Hypothesis: how does this make <i>any</i> sense?
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xnx大约 2 年前
It&#x27;s only been an hour, but no mention of Bing or Samsung in the comments so far. Some mentions of ChatGPT. Seems the market is not so concerned about their impact, or they&#x27;re concerned, but think Google is handling it appropriately.
esel2k大约 2 年前
Anyone can post a course&#x2F;youtubelink&#x2F;article on how to read these earnings sheet? I am not a business person but would love to learn it from people who actually understand it.
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kenjackson大约 2 年前
How similar&#x2F;different is this compared to others in the same space? AWS, Microsoft, etc...
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mkl95大约 2 年前
What&#x27;s Google Cloud&#x27;s crown jewel? GKE?
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dahwolf大约 2 年前
So hard to watch, Google failing with ~70B in revenue in a SINGLE QUARTER, with 30% of margin. But...enough is enough, we had to give a signal and teach them a lesson.
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sharemywin大约 2 年前
I wish I could basically match revenue for last year on the most profitable money machine in history that I inherited and get $226M
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didip大约 2 年前
wow, Google is in full damage control mode. Seems like only the cloud business that&#x27;s growing healthily.<p>What about their hardware business?
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jrpt大约 2 年前
If you&#x27;re interested, you can now talk with an AI about earnings reports. Here is the link: <a href="https:&#x2F;&#x2F;docalysis.com&#x2F;files&#x2F;5092656710" rel="nofollow">https:&#x2F;&#x2F;docalysis.com&#x2F;files&#x2F;5092656710</a>
shmde大约 2 年前
Dislike how google owns abc.xyz like the internet starts and ends with them.
hartator大约 2 年前
I am not sure why people defend Google results so much.<p>When they IPO in 2004, Google was expecting to dominate the world. First trillion dollars company, 10x the size of Apple, and Microsoft being acquired as a fun side project for them. They are so far behind this and the future does look dark.
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