GOOG

Alphabet: Old Dog, New Tricks

Magic Markets2024-05-01T21:01:53+02:00

It took Google 15 years to reach $100 billion in annual review. It then took just 6 years to triple it to $300 billion. But perhaps the most impressive statistic of all is that the company expects to end the 2024 financial year with an annualised run rate of $100 billion revenue in YouTube and Cloud combined, let alone Search. With growth of around 55% in the share price in the past 12 months, Alphabet has even outperformed Microsoft over that period. Perhaps Alphabet really is the old dog that can learn new tricks.

Alphabet: Old Dog, New TricksMagic Markets2024-05-01T21:01:53+02:00

Alphabet: Not So Magnificent

Magic Markets2024-02-08T00:22:27+02:00

In 2023, Alphabet’s advertising revenue was over $100 billion higher than in 2019. In big tech, the numbers are, well, rather big. There was a time in this world when Google seemed to have an unassailable position as the go-to search engine. It’s not every day that a brand becomes a verb! Yet here we are, looking at Artificial Intelligence and virtual reality and other disruptors to the Google kingdom. Has Alphabet done enough across its businesses to still be interesting?

Alphabet: Not So MagnificentMagic Markets2024-02-08T00:22:27+02:00

Magic Markets Ep149: Amazon and Alphabet

Magic Markets2023-11-01T21:28:20+02:00

Welcome to episode 149 of Magic Markets. It’s the middle of US earnings season, and two international tech giants have released results last week. This is a tale of two stocks, with one garnering a very positive reaction from the market and the other… well, not so much. Join us as we discuss Amazon and Alphabet (the holding company of Google).

Magic Markets Ep149: Amazon and AlphabetMagic Markets2023-11-01T21:28:20+02:00

Magic Markets Ep102: Themes in Big Tech

Magic Markets2022-11-16T21:54:43+02:00

As the dust settles on the Big Tech earnings season, we look back on what we’ve learnt from covering the leading tech companies in Magic Markets Premium in the past year, including recent shows on Meta, Amazon and Apple. The fight for eyeballs is dominating this industry. The “attention economy” is lucrative and technology platforms have found various ways to monetise it, ranging from advertising to subscription business models. If you are interested in uncommon insights, then this show is for you. Instead of focusing on the obvious elements of Big Tech earnings, we highlight some of the trends and themes [...]

Magic Markets Ep102: Themes in Big TechMagic Markets2022-11-16T21:54:43+02:00

Alphabet: Time to Focus on Google

Magic Markets2022-08-03T23:40:05+02:00

Use the podcast player below to listen to our discussion on Alphabet and its Q2’22 result, which accompanies the detailed write-up below: (Date of report: 3 August 2022) Alphabet, the parent company of Google, has been the fabric of the internet for as long as any of us can remember. All the buzzwords are now in the business, like AI, machine learning and cloud. The technologies of tomorrow are burning cash while the technologies of today are struggling to maintain their margins. Alphabet’s core business is the Search segment and the company has never faced more competition than today, with younger [...]

Alphabet: Time to Focus on GoogleMagic Markets2022-08-03T23:40:05+02:00

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