The Intrinsic Value Podcast - The Investor’s Podcast Network
MI Rewind: Alphabet Stock Deep Dive w/ Rihard Jarc
Sep 20, 2024
Rihard Jarc, the Chief Investment Officer of New Era Funds, dives into Alphabet's financial dynamics and its innovative edge. He discusses Google's diverse revenue streams, emphasizing its leading role in advertising and AI. Rihard also explores Alphabet's intriguing ‘other bets’ and assesses potential investment risks. Additionally, he shares his bullish views on Airbnb, comparing its market position against traditional competitors. Tune in for insights on navigating the evolving landscape of tech investments!
52:53
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Quick takeaways
- Alphabet's diverse revenue streams, primarily from its search business and digital advertising, significantly contribute to its rapid growth and financial stability.
- Regulatory risks and competition in the cloud sector present challenges for Alphabet, emphasizing the need for strategic adaptation to maintain market leadership.
Deep dives
Overview of Alphabet's Revenue Streams
Alphabet's primary source of revenue is its search business, which significantly outperforms other segments. In addition to search, the company generates income from Google Network advertising, YouTube ads, and Google Cloud services. It also includes revenue streams from the Google Play Store and hardware sales like Fitbit and Pixel products. The rapid growth of Alphabet's total revenue, from $182 billion in 2020 to $257 billion in 2021, highlights the effectiveness of these diverse revenue streams.
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