g*********e
发帖数: 14401 | 1 80B的revenue, 去年加速增长20%, 而且是在美元变强的条件下。
整个tech sector也只有前几年的苹果做到或者超过过吧？ | g*********e
发帖数: 14401 | 2 感觉我用谷歌的服务的频率并没有增长，油管的广告确实是越来越多了。 | s**********l
发帖数: 8966 | 3 做账而已，股票关键是看future，这就是为毛这么好的业绩还是会跌，amazon一直涨，
因为有想象空间。
【在 g*********e 的大作中提到】
: 80B的revenue, 去年加速增长20%, 而且是在美元变强的条件下。
: 整个tech sector也只有前几年的苹果做到或者超过过吧？
| k*****a
发帖数: 1463 | 4 Google has one cash cow, its ads revenue is only single digit growth and may
slow down even more (7.5% 2017 to 7.3 2018). Other venture's revenue growth
did not pay off or comes from acquisition that failed to provide ROE.
For example, if google buys UBER, revenue will grow, but it is just like
combining them into a company, UBER may not produce any ROE or stock value
growth.
If Google's ads business growth is 20%, the price will double from here. One
share of google has good search asset combined with junks from acquisitions.
https://www.emarketer.com/Article/Google-Ad-Revenue-Growth-Drop-Single-
Digits-This-Year/1013853 | z***e
发帖数: 5600 | 5 Good had some acquisitions
【在 g*********e 的大作中提到】
: 80B的revenue, 去年加速增长20%, 而且是在美元变强的条件下。
: 整个tech sector也只有前几年的苹果做到或者超过过吧？
| z*********h
发帖数: 133 | 6 感情Mobile AD 和YouTube AD就不是AD
may
growth
One
acquisitions.
【在 k*****a 的大作中提到】
: Google has one cash cow, its ads revenue is only single digit growth and may
: slow down even more (7.5% 2017 to 7.3 2018). Other venture's revenue growth
: did not pay off or comes from acquisition that failed to provide ROE.
: For example, if google buys UBER, revenue will grow, but it is just like
: combining them into a company, UBER may not produce any ROE or stock value
: growth.
: If Google's ads business growth is 20%, the price will double from here. One
: share of google has good search asset combined with junks from acquisitions.
: https://www.emarketer.com/Article/Google-Ad-Revenue-Growth-Drop-Single-
: Digits-This-Year/1013853
| g*********e
发帖数: 14401 | 7 如果广告只有single digit 增长， 请问20%总体增长怎么来？收购了哪个公司来补剩
下的？云加上play都补不了这个坑。
唯一的解释就是广告总体增长了20%,具体是靠油管还是什么就不知道了
may
growth
One
acquisitions.
【在 k*****a 的大作中提到】
: Google has one cash cow, its ads revenue is only single digit growth and may
: slow down even more (7.5% 2017 to 7.3 2018). Other venture's revenue growth
: did not pay off or comes from acquisition that failed to provide ROE.
: For example, if google buys UBER, revenue will grow, but it is just like
: combining them into a company, UBER may not produce any ROE or stock value
: growth.
: If Google's ads business growth is 20%, the price will double from here. One
: share of google has good search asset combined with junks from acquisitions.
: https://www.emarketer.com/Article/Google-Ad-Revenue-Growth-Drop-Single-
: Digits-This-Year/1013853
|
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