Topic

GOOG

A collection of 15 issues

Back to Google!

There's a popular meme on Twitter that goes like this: "I'm starting to be a real believer in AI. Will be a megatrend like no one is really imagining right now. I'm sure lots of ramps and drops along the way though"

Alphabet 4Q'24 Update

Alphabet had bit of a mixed earnings call. While there were some encouraging data points related to the future of search, their tone in the near-term outlook clamped down on the enthusiasm a bit. Here’s my highlights from the earnings. Subscribe Revenue Alphabet maintained their low double digit revenue

Big Tech's Deteriorating Earnings Quality

Disclosure: I own shares of Meta Platforms, and Amazon Almost one and half years ago, I wrote about “The Curious Case of Big Tech”, in which I highlighted that much of the big tech was actually “deep value” investments back in 2013. In fact, I also mentioned “Meta, and Amazon

Alphabet 3Q'24 Update

Alphabet had a pretty impressive quarter! Here’s my highlights from the earnings. Subscribe Revenue Let’s start with not-so-good news. For the 9th consecutive quarters, Google Network revenue kept declining. Everything else is good news. Despite all the disruption narrative, Search keeps humming along. YouTube is doing okay. But

Alphabet 2Q'24 Update

Yesterday’s Google’s earnings may have been bit of “meh” at first glance, but there were nuggets in the call that may have important implications for the broader market. Here’s my highlights from the earnings. Subscribe Revenue Network segment continues to struggle, but the rest of the businesses

Alphabet 1Q'24 Update

"...it took Google more than 15 years to reach $100 billion in annual revenue. In just the last 6 years, we have gone from $100 billion to more than $300 billion in annual revenue" Despite following Big Tech closely for the last 5 years, this sentence from today&

Alphabet 4Q'23 Update

While I have sold my shares in Alphabet last month, I remain a very curious observer. Here’s my highlights from today’s earnings. Subscribe Revenue While almost every single revenue segment grew by double digits, Google Network was down ~2% YoY and ~10% from 4Q’21. The Network business

Alphabet 3Q'23 Update

Disclosure: I am long shares and Jan 2025 $50 Call Options of Alphabet While Google Service segment did just fine, Google Cloud’s pace of deceleration in topline was a bit disappointing. Here are my highlights from Alphabet’s call tonight. Subscribe Revenue After four consecutive quarters of single digit

The Curious Case of Big Tech

Disclosure: Nearly 60% of my personal portfolio is invested in Meta, Amazon, and Alphabet “Most people overestimate what they can achieve in a year and underestimate what they can achieve in ten years.” While most market participants want to focus on what happens next quarter or the next year, it

Alphabet 2Q'23 Earnings Update

Disclosure: I own shares, and Jan 2025 $50 call options of Alphabet “With 15 products that each serve half billion people and 6 that serve over 2 billion each, we have so many opportunities to deliver on our mission.” -Sundar Pichai (2Q’23 Earnings Call) Here are my highlights from