Motley Fool Money
How Do You Value Alphabet?
Feb 5, 2025
David Meier, an investment analyst at The Motley Fool, joins to share insights on Alphabet’s revenue streams and their ambitious projects. He discusses the overwhelming impact of Google’s cloud business, despite recent earnings disappointments. YouTube's advertising strategies are revealed as key to its dominance, utilizing algorithms to enhance user engagement. Later, Jordan Harper highlights the role of PR firms in shaping public perceptions, stressing the importance of critical media consumption and recognizing bias in news narratives.
33:15
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Quick takeaways
- Alphabet's cloud revenue growth remains strong despite recent shortfalls, emphasizing the importance of long-term performance over short-term volatility in tech sectors.
- YouTube continues to excel by leveraging advanced algorithms to enhance viewer engagement, significantly increasing its ad revenue and market position in streaming.
Deep dives
Alphabet's Cloud Revenue and Long-term Outlook
Alphabet recently reported cloud revenue that fell short of analyst expectations, despite achieving a 30% growth to $12 billion, up from just over $9 billion the previous year. While this miss disappointed Wall Street, long-term investors remain unfazed, recognizing the company's substantial growth in a rapidly expanding market. The focus on long-term performance is crucial, as shortfalls can be expected in volatile sectors such as technology. Consequently, even with minor setbacks, cloud computing continues to be a pivotal area for Alphabet's future profitability.
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