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Forums - Gaming - Google hits one out of the ballpark (earnings)

Millenium on 15 April 2012
Cobretti2 said:
bookmarking for entertainment value.


this.



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o_O.Q on 15 April 2012
dallas said:
Cobretti2 said:
bookmarking for entertainment value.


If all I'm doing is quoting stats and such to get this, then there are obviously way too many people here that get butthurt far too easily

this



famousringo on 15 April 2012
dallas said:
famousringo said:
dallas said:

It's better than msfts revenue growth, which is mabey 10% for the last couple anyway.  As I mentioned, google will be catching up financially speaking, and that will bode some trouble for msft wanting to get into the tablet market and smartphones (if it hasn't already lost this) 


Nah, I don't really see it that way. Both companies have very deep pockets. Either one has the financial resources to execute whatever strategy they think best in mobile. The bigger issue is which one has better strategic resources and a better strategy, period.

Both companies have billions and are spending billions on mobile. Google has an advantage in having a huge, established user base. Microsoft has an advantage in intellectual property. Which is the better move, Microsoft's spending billions to fund Nokia, developers and Windows Phone marketing, or Google spending billions to acquire Motorola and move into hardware?

I'll say this, Microsoft's strategy outsources a lot of risk onto Nokia, Google's incurs a lot of risk on itself.

Actually, I'm leaving something out. Microsoft is trying to leverage its desktop dominance into tablets, and it's taking a pretty big risk to do it. Windows 8 is the most radical departure in the history of the desktop GUI, and it risks pissing off a lot of desktop users if MS doesn't get it right.

 

I've found basically the same forecasts all over the Internet, goog is going to grow at twice the rate of msft...

Here is what the analysts at CNN Money have to say:

 

Msft 

Earnings growth (last year) 28.1%

Earnings growth (this year) -0.05%

Earnings growth (next 5 years) 9.30%

Revenue growth (last year)  11.94%

 

Google 

Earnings growth (last year) 38.48%

Earnings growth (this year) 17.38%

Earnings growth (next 5 years) 17.65%

Revenue growth (last year) 29.13%

 

If logic is important to you then realize that a lot of people are expecting google to grow faster than msft, and given that this pattern will remain applicable, will eventually surpass msft.  


Dude, I never disputed that Google would likely grow faster than MS. I disputed your characterization of Google's growth this quarter as "out of the ballpark" and I disputed your assertion that Google's growth would constrain Microsoft's ability to compete in mobile computing. It isn't, and it doesn't.

Microsoft is far more constrained by its own strategic position as the pre-eminant supplier of desktop operating systems and productivity software than it is by any measure of profitability.



"The worst part about these reviews is they are [subjective]--and their scores often depend on how drunk you got the media at a Street Fighter event."  — Mona Hamilton, Capcom Senior VP of Marketing
*Image indefinitely borrowed from BrainBoxLtd without his consent.

blkfish92 on 15 April 2012

Google fest 2012!!!



           

dallas on 16 April 2012
famousringo said:
dallas said:
famousringo said:
dallas said:

It's better than msfts revenue growth, which is mabey 10% for the last couple anyway.  As I mentioned, google will be catching up financially speaking, and that will bode some trouble for msft wanting to get into the tablet market and smartphones (if it hasn't already lost this) 


Nah, I don't really see it that way. Both companies have very deep pockets. Either one has the financial resources to execute whatever strategy they think best in mobile. The bigger issue is which one has better strategic resources and a better strategy, period.

Both companies have billions and are spending billions on mobile. Google has an advantage in having a huge, established user base. Microsoft has an advantage in intellectual property. Which is the better move, Microsoft's spending billions to fund Nokia, developers and Windows Phone marketing, or Google spending billions to acquire Motorola and move into hardware?

I'll say this, Microsoft's strategy outsources a lot of risk onto Nokia, Google's incurs a lot of risk on itself.

Actually, I'm leaving something out. Microsoft is trying to leverage its desktop dominance into tablets, and it's taking a pretty big risk to do it. Windows 8 is the most radical departure in the history of the desktop GUI, and it risks pissing off a lot of desktop users if MS doesn't get it right.

 

I've found basically the same forecasts all over the Internet, goog is going to grow at twice the rate of msft...

Here is what the analysts at CNN Money have to say:

 

Msft 

Earnings growth (last year) 28.1%

Earnings growth (this year) -0.05%

Earnings growth (next 5 years) 9.30%

Revenue growth (last year)  11.94%

 

Google 

Earnings growth (last year) 38.48%

Earnings growth (this year) 17.38%

Earnings growth (next 5 years) 17.65%

Revenue growth (last year) 29.13%

 

If logic is important to you then realize that a lot of people are expecting google to grow faster than msft, and given that this pattern will remain applicable, will eventually surpass msft.  


Dude, I never disputed that Google would likely grow faster than MS. I disputed your characterization of Google's growth this quarter as "out of the ballpark" and I disputed your assertion that Google's growth would constrain Microsoft's ability to compete in mobile computing. It isn't, and it doesn't.

Microsoft is far more constrained by its own strategic position as the pre-eminant supplier of desktop operating systems and productivity software than it is by any measure of profitability.


In 2008 google had a third of mft's revenue, and now it is sitting at half that.  You don't think that in 2015 when google hits 2/3's of msft's revenue that google would be able to marshal more resources against msft?  Of course not, you think that pure strategy is the only thing that matters.  Well, how well has msft executed its strategy so far?



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disolitude on 16 April 2012
dallas said:
 


In 2008 google had a third of mft's revenue, and now it is sitting at half that.  You don't think that in 2015 when google hits 2/3's of msft's revenue that google would be able to marshal more resources against msft?  Of course not, you think that pure strategy is the only thing that matters.  Well, how well has msft executed its strategy so far?


Just curious...Why did you bring Microsoft in to this thread at all? Couldn't you just say..

"Google's revenue for the quarter was 10.65 billion, versus 8.58 billion a year ago.  This represents a 25% increase.  

Google's net income was 2.89 billion, versus 1.8billion a year ago.  This is about a 60% increase year over year.

Great Job Google!"


Like we get it, you dislike Microsoft and want Google to surpass them in revenue for some reason. But you really seem to struggle to just report the news as it is, without any personal spins on it.



dallas on 16 April 2012
disolitude said:
dallas said:
 


In 2008 google had a third of mft's revenue, and now it is sitting at half that.  You don't think that in 2015 when google hits 2/3's of msft's revenue that google would be able to marshal more resources against msft?  Of course not, you think that pure strategy is the only thing that matters.  Well, how well has msft executed its strategy so far?


Just curious...Why did you bring Microsoft in to this thread at all? Couldn't you just say..

"Google's revenue for the quarter was 10.65 billion, versus 8.58 billion a year ago.  This represents a 25% increase.  

Google's net income was 2.89 billion, versus 1.8billion a year ago.  This is about a 60% increase year over year.

Great Job Google!"


Like we get it, you dislike Microsoft and want Google to surpass them in revenue for some reason. But you really seem to struggle to just report the news as it is, without any personal spins on it.


The earnings statements are an incomplete picture in my opinion, bc they say nothing about the future.  To figure out they way the competitive landscape of mobile or anything else works or how it will look in the future, you need to look at other things as well.  Assessing competition is one of those things, disolitude.  So, I will talk about other companies.   



disolitude on 16 April 2012
dallas said:
disolitude said:
dallas said:
 


In 2008 google had a third of mft's revenue, and now it is sitting at half that.  You don't think that in 2015 when google hits 2/3's of msft's revenue that google would be able to marshal more resources against msft?  Of course not, you think that pure strategy is the only thing that matters.  Well, how well has msft executed its strategy so far?


Just curious...Why did you bring Microsoft in to this thread at all? Couldn't you just say..

"Google's revenue for the quarter was 10.65 billion, versus 8.58 billion a year ago.  This represents a 25% increase.  

Google's net income was 2.89 billion, versus 1.8billion a year ago.  This is about a 60% increase year over year.

Great Job Google!"


Like we get it, you dislike Microsoft and want Google to surpass them in revenue for some reason. But you really seem to struggle to just report the news as it is, without any personal spins on it.


The earnings statements are an incomplete picture in my opinion, bc they say nothing about the future.  To figure out they way the competitive landscape of mobile or anything else works or how it will look in the future, you need to look at other things as well.  Assessing competition is one of those things, disolitude.  So, I will talk about other companies.   

Please tell me you at least work for Google or own their stock or something... Im hoping that you at least have something to gain from the great pro-Google analysis you do on this site.

As far as Google competitive landscape of mobile and Google earnings, I'm wondering if you noticed that 10.2 our of 10.6 billion of Googles revenue came from advertising. Android and Chrome as an OS entity made them hardly any revenue which is pretty laughable for a company that has 50%+ share of the market. 

For Google it all comes down to search. Search gives them people browsing data which they can use to behaviouraly target their display and search ads which they can sell to other publishers and that makes them a monopoly in the advertising industry. However they are essentially one better search engine away from losing their magical growth and becoming the next Yahoo.



dallas on 16 April 2012

Yes, I'm a stock owner of GOOG.

Also, android is going to drive an enormous amount of traffic to google's search, provides a vehicle for app sales, social media, etc. An OS effectively provides options where google does the operations desired, versus a separate ecosystem. So, just by saying that this is a low scoring project isn't really accurate.



disolitude on 16 April 2012
dallas said:
Yes, I'm a stock owner of GOOG.

Also, android is going to drive an enormous amount of traffic to google's search, provides a vehicle for app sales, social media, etc. An OS effectively provides options where google does the operations desired, versus a separate ecosystem. So, just by saying that this is a low scoring project isn't really accurate.

I own aapl stock myself. Not an Apple fan by any means though...

We both got hit pretty hard today. :)