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Technology Stocks : Google - No Soapbox
GOOG 167.53-0.2%Mar 14 3:59 PM EDT
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From: Gabriel0082/1/2006 3:02:18 PM
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Looking at the financial data from Q4 vs the Comscore & Alexa numbers this is what I get;

Financials: GOOG Web Sites +24%
Network Sites +18%
Total Revenue +21.6%

Comscore Click Trends GOOG Web Sites +22.4%
Network Sites +14.4%
Average +17.6%


Alexa Overall +18.9%
[variance of 200 basis points either way]

We’ll continue to keep an eye on Alexa and use it to approximate GOOG’s revenues. We know that GOOG sites is becoming more important & should reflect between 58%-60% of total revenues in Q1. If Internet Stock Blog posts Comscore Click Trends again we can also use these stats – although they show Network sites as app 60% of clicks, the reverse of the revenue picture.

Since GOOG sites is growing as a % of total revenue TAC should continue to go down – probably 32% in Q1 from 32.8% in Q4. Total cost of revenue should be in the 39% to 40% range.
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