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Research archive for GOOG

Google Monetises Maps

11 April 2019

I must say, Google maps and Waze are incredible products that have improved lives around the globe. Just think of all the petrol saved because people have avoided getting lost or bypassed a traffic jam. Think of all the interviews, meetings and events that were reached on time because the commuter took the most direct route. It has also helped tourists navigate through new cities, countries and even continents. These maps have really made the world a more efficient place.

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Google Launches Stadia

20 March 2019

Whoa, this is huge from Google. Last night was the official launch of Google's online gaming platform, Stadia. It is well worth spending 3 minutes to watch this video, it gives you an excellent idea of how powerful this new platform will be and how it is going to change the gaming landscape - Google Stadia announced at GDC 2019.

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Alphabet Q4 numbers - Capex Spend is Higher

07 February 2019

Monday after the market's close, Alphabet reported a very strong set of numbers, but which weren't really cheered by Mr market. Mr market was concerned about the CapEx expenditure put towards enhancing technical infrastructure, Google's cloud business and YouTube, which in turn has compromised margins.

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Alphabets 2018 Research Overview

25 January 2019

How are those New Year resolutions coming along? Part of setting goals is to see what we have already accomplished. Last week Google wrote about their research achievements last year, Looking Back at Google's Research Efforts in 2018

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Google CEO goes to Congress

12 December 2018

Google CEO Sundar Pichai was testifying before the House Judiciary Committee yesterday on Capitol Hill. I am concerned about how little the US representatives knew about what Google does or how it works, and their basic understanding of day-to-day tech like our cellphones for example.

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Alphabet launches first driverless car service

14 November 2018

Alphabet (Google) makes so much money that they have the luxury of creating a completely separate division which allows very smart people to invent cool things. One day, one of those inventions is going to make it big. These inventions are trying to solve problems so it will most likely improve our lives at the same time.

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Alphabet Q3 - Missed estimates

26 October 2018

We are in the thick of US earnings season now, and next on the list was Google, out after the closing bell on Wall Street last night. The holding company is actually called Alphabet, but the share code is GOOGL, so that's that.

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Google teaming up with Tencent

06 August 2018

For many US tech companies China is the final frontier. Mostly because it has been completely out of bounds. Companies like Amazon, Google and Facebook have very little to do in China because they have been blocked from operating there. This is partly why Trump is taking the Chinese on with these trade wars.

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Alphabet 2Q - costs under control

24 July 2018

Have you ever tried searching for something on a website and then get frustrated because the search function cannot predict what you are thinking? Google has done that to you. The Google search function is so fantastic that searching for anything that is not supported by Google is incredibly frustrating.

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Google's $5 billion fine

20 July 2018

The more I think about it, the more frustrated I get about this Google fine. Michael explained it nicely yesterday, but I want to touch on it again. Android is a free platform that has been adopted by most phone manufacturers. What a win, the phone manufacturers like Samsung and Huawei do not need to worry about the software of their products. That responsibility sits in the great and consistent hands of Google, who have created Android for free.

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Google 1Q numbers - crushing expectations

25 April 2018

As we reported yesterday, Alphabet released their 1Q numbers after the market close on Monday. The results beat even the loftiest of expectations, but the stock dropped after these results. Even though they beat on top-line and bottom line, there has been a shift in the mechanics of the business, which will make it less profitable long-term.

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Alphabet FY - Best yet

06 February 2018

On the 1st of February, Alphabet/Google blessed us with financials for the last quarter of the year, as well as the full-year numbers for the year ending on 31 December 2017. The company missed earnings expectations, with $9.70 per share coming in just under the $9.98 forecast. Shares were down 5% in after-hours trading when those numbers came out.

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Alphabet 3Q numbers - Still going strong

06 November 2017

Alphabet 3Q results Stick with the theme of Prof. Scott Galloway here. In his book The Four he says that GOOGLE is a modern man's God. Where our advantage lies as a species is that we have a superior brain to all other animals.. A brain that is so robust it can ask incredibly complex, nuanced questions but our brain isn't robust enough to answer these questions. As society becomes more affluent and educated, its dependence on a super-being decreases and church attendance goes down. Our questions don't get any easier or simpler. GOOGLE appeals to our need for a super-being as it creates a cerebral attraction to the need for answers to everything thats occupying our thoughts.

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Google 2Q numbers - Revenue up, margin down

25 July 2017

Alphabet. Alphabet is recently named as the holding company for Google, and their other businesses. Indicating that the company wants to increase their relative market shares in things outside of search. Search of course is synonymous with Google, you never hear anyone say, go Bing it or go Yahoo! it. Or for the older crowd amongst us, you never hear anyone say go Ask Jeeves it. Nor did you hear it in the days gone by, when web pages were flat html text, ah yes, the good old days!

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Alphabet 1Q numbers - beat on advertising numbers

02 May 2017

Last week we had a cracking set of numbers come through from Alphabet, the holding company of Google, YouTube, Android, Nexus, Pixel and many other smaller businesses.

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