lerbank/iStock via Getty Images Investment Thesis Alphabet Inc. aka Google (NASDAQ:GOOG, GOOGL) just wrapped up its annual I/O 2024 developer conference, announcing key features and technological updates. The full presentation can be watched here, whereas the company also has a brief summary of its presentation in under 10 minutes. Expectations were high for Google to…
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Prykhodov Alphabet Inc. (NASDAQ:GOOG) reported first quarter results on Thursday last week, which caused a big jump in Google’s stock price amid robust momentum in the marketing business. Marketing strength in Google’s core business, advertising, was a major catalyst for growth in the first quarter. Google also announced that it would start to pay a…
vzphotos Alphabet, Inc. (NASDAQ:GOOG) shares are seeing a massive spike higher, as the tech giant’s first-quarter earnings release showed better-than-expected results in both revenue and earnings. On the revenue side of the equation, Alphabet saw strong annualized growth rates of 15% (which is the best quarterly performance that the company has reported since the beginning…
400tmax Alphabet’s (NASDAQ:GOOG) (NASDAQ:GOOGL) strong earnings sheet for the first fiscal quarter resulted in a 12% upsurge in Google’s share price after-hours and the technology company seems set for a new up-leg in the near future as well. Google reported much better than expected results due to a strong, continual recovery in the digital advertising…
Prykhodov What’s Alphabet’s business model? Here is the fact, Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) has 77% of total revenue coming from the digital advertising business, and 57% of total revenue comes directly from the ads on Google Search. Basically, Google has 91.37% market share in the global search market, and when we search the web for whatever…
Ole_CNX Thesis Having recently written a piece about the 4 Strongest Balance Sheets in the market, my analysis was Google (NASDAQ:GOOGL)(NASDAQ:GOOG) had the strongest of them all. I have been accumulating Google at these prices and believe the AI image generator flub has presented us with a buying opportunity of one of America’s best businesses….
NurPhoto/NurPhoto via Getty Images Since the start of 2023, Alphabet (GOOGL, GOOG) has been in the middle of an AI frenzy. Seeking Alpha has been flooded with hundreds of articles regarding topics such as Google cannibalizing its Search, AI chatbots from ChatGPT to Gemini and all the drama around it, and Google Cloud. Don’t get…
Jacob Wackerhausen Alphabet Inc. (NASDAQ:GOOG)(NASDAQ:GOOGL) reported strong financial growth in Q4 and full year 2023 which sets the stage for future growth in coming years. This strong growth is observed using the quarterly and yearly revenues, operating income, operating margin and net income. Alphabet is continuously involved in AI development and is poised to further…
Justin Sullivan/Getty Images News Investment Thesis Despite Alphabet Inc. aka Google (NASDAQ:GOOGL) (NASDAQ:GOOG) posting solid Q4 earnings (minus the slight miss on ad revenue), I still believe the search giant is a strong sell. The company’s operating performance, while I’ll admit was fairly strong in this recent earnings report, unfortunately does not mitigate my underlying…
400tmax Alphabet Inc. aka Google (NASDAQ:GOOG, NASDAQ:GOOGL) shares intermittently slumped as much as 7% after the company reported Q4 2023 results. The drop in shares came although the Search giant delivered robust YoY growth of 13% and 32% in sales and operating income, respectively. This price action reminds me of investors’ arguably misguided reaction to…
Spencer Platt/Getty Images News Investment thesis When I wrote my initial thesis about Google (NASDAQ:GOOGL), I was cautious, and that did not age well as the stock outperformed the broader U.S. market since mid-May. A lot happened since then, and today, I want to update my thesis about Google. While I believe that Google lags…
Ole_CNX Investment Thesis Earlier in November, I covered Google (NASDAQ:GOOG) where I discussed the company’s strong balance sheet and potential for high shareholder returns. In this article, I will discuss the company’s recent launch of its AI system, Gemini. This is an important development and shows significant strides Google has been making in AI. Gemini’s…
400tmax Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) is probably one of the most intriguing investments among big tech, trading at a significantly low valuation compared to the rest of the group. However, it seems that the company’s management continues to pile one mistake over another, with the latest being a demo of its highly anticipated Gemini model, which…
Justin Sullivan Investment Thesis Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) needs no introduction. The company is the main beneficiary of the shift to the digital world. The firm experienced a nasty sell-off post-earnings due to a missing cloud revenue estimate by ~$200 million. Although the stock has rebounded since then, it seems as if investors are still worried…
400tmax Alphabet (NASDAQ:GOOG) reported much better than expected earnings for the firm’s third quarter, driven by a rebound in digital advertising spending on both the Google and YouTube ad platforms, resulting in a return to double-digit top line growth. The rebound in the advertising business is good news because slowing ad spending has weighed on…
sjharmon/E+ via Getty Images Article Thesis Alphabet Inc. (NASDAQ:GOOG, NASDAQ:GOOGL) aka Google reported its most recent quarterly results on Tuesday evening. The company beat estimates easily and reported great ad revenue growth, and yet shares slumped by 6% in after-hours trading. I believe that this does not make a lot of sense and that Alphabet…
400tmax Google (NASDAQ:GOOG) (NASDAQ:GOOGL) is set to report its Q3 2023 earnings on October 24th after the market closes. Despite the still somewhat pressured macro backdrop, I am bullish on Google’s earnings outlook going into the reporting data. In my opinion, there are multiple levers driving a likely strong Q3, notably an acceleration of growth…
Sundar Pichai Anna Moneymaker Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) aka Google has been getting a lot of love from super-investors lately. Bill Ackman has been steadily adding shares, Li Lu has been overweight the stock for years, and Charlie Munger has gone on the record saying that Berkshire Hathaway (BRK.B) “screwed up” by not buying it….
bpperry The Department of Justice and Attorneys General of 38 states allege that Google (NASDAQ:GOOG) (NASDAQ:GOOGL) maintains its monopoly power in the search & search advertising market through a set of exclusive contracts that make Google the default search engine on a range of products in exchange for a share of the advertising revenue generated…
malerapaso/E+ via Getty Images Is now a good time to buy stocks? The mood surrounding the stock market underwent a fundamental shift recently. Talk of recessions, inflation, and debt ceilings turned on a dime to artificial intelligence (AI) and dreams of new market highs. Some are now saying we will avoid a recession altogether (although…
Justin Sullivan It has been over eight months since ChatGPT launched and set off the generative AI race. In a previous article, we discussed the threat that the generative AI revolution poses to Google’s core advertising revenue. Google (NASDAQ:GOOG) (NASDAQ:GOOGL)has since offered more insight into how they expect to evolve their advertising strategies for their…
JHVEPhoto Google (NASDAQ:GOOGL) investors who didn’t fall prey to the pessimistic prognostications back in February 2023 have been rewarded, as CEO Sundar Pichai and his team struggled initially to gain traction in generative AI. Bearish investors were unduly concerned about Google’s ability to defend itself against a reinvigorated Microsoft (MSFT), keen on gaining share in…