Alphabet Inc. (Google) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Alphabet Inc. (Google)

GOOGL 158.47

+3.7%

3:59 PM EDT

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Lizzie Tudor who wrote (6745)	1/28/2006 2:17:23 PM
From: Gabriel008	of 15844

I just finished reading Amr Awadallah's latest on why GOOG will miss Q4 estimates and I think he missed the boat on his analysis. His assumption that GOOG only generated 8% PV increase from Q3 is the basis of his argument based on a Whisper Revenue Number of $2.05 billion revenue. Alexa also showed an 8% PV increase from Q3 but it is on a per user basis. He thinks that the difference between the 8% PV increase and the required 30% growth cannot be accounted for by Revenue per Search. I think that the increase in Reach, an additional 10% from Q3, plus market growth & pricing increase from Q3 were more than enough to account for the 20% difference. awadallah.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next