Comments on: Earnings Whispers

By: phoneranger

phoneranger — Wed, 01 Feb 2006 00:53:13 +0000

In Dec my CPC was about .65 (newbie). Now it's in low .30s with same CTR. As the number of newbies decreases Goog's avCPC has got to go down.

BTW we are also using Adwords to promote an Adwords competitor. It's works nicely. Sweet.

By: Joe Hunkins

Joe Hunkins — Tue, 31 Jan 2006 21:15:51 +0000

PROPS to Amr for calling this shot. Google earnings up only 22.5% and stock immediately DOWN over 20 dollars per share after 10 minutes in the after market.

By: Gabriel

Gabriel — Sat, 28 Jan 2006 19:28:54 +0000

John, after reading Amr Awadallah's latest on why GOOG will miss Q4 estimates I came to the conclusion that he missed the boat on his analysis. His assumption that GOOG only generated 8% PV increase from Q3 is the basis of his argument vs the required [Whisper] growth of 30% or $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 that difference.

By: rana

rana — Tue, 24 Jan 2006 09:39:08 +0000

Yahoo! has more Content, more registered Users, more total PageViews than
Google (and has had this lead for a while now) and YET, STILL, does
not beat out GOOG in revenue or profit by a large margin. This is
in spite of huge ads plastered all over Mail, Groups and what not.
Not to mention a 4-5 year lead in building and maintaining a
gigantic Internet serving infrastructure.

Either they're incompetent, Or they like to be #2 as this article
seems to indicate (I took it as an early April Fools from Yahoo
but it seems to be legit):
http://seattlepi.nwsource.com/business/256748_yahoo24.html

By: Markus

Markus — Tue, 24 Jan 2006 07:36:23 +0000

Well according to google i’m the worlds largest individual adsense publisher. In the last little while they have made a lot of effort reaching out to the top publishers. I expect 2006 will see many improvements to adsense. From what i’ve seen of YPN they will need to cut ties to spyware/abcsearch/ shady domain hosters to be anywhere near competitve. Yahoo also doesn’t offer a premium program so that will hurt the recruiting drive.

By: patil

patil — Tue, 24 Jan 2006 07:02:10 +0000

Google is also hiring like nuts, 800+ people in Q3, on top of 700+ people in Q2 (i.e. a 1/3 of Google’s work force joined in these two quarter). There is two downsides to this: (a) they are hiring lower quality folks (we interview same folks and see who they pick)

Amr Awadallah is so wrong about Google hiring practices. I know so many great engineers from MS DRM team who failed to make it to GOOG. According to me Yahoo has the worst talent amongst GYM.

90 million users in Yahoo Groups. 2 billion minutes/month on Yahoo games. 250 million Yahoo Mail users, supposedly largest in world. 2 billion images on Yahoo photos. Yahoo still can't generate REVENUES

By: kurt liska

kurt liska — Tue, 24 Jan 2006 04:31:05 +0000

Hello again, all of you -

Amr makes some interesting points, but the one regarding Google's increase to 3 North ads is incorrect. In my industry there have often been up to 3 listings for at least 2 years now.

Perhaps a grain of salt...

Good luck to all you gamblers!

By: Nacho Hernandez

Nacho Hernandez — Tue, 24 Jan 2006 02:09:56 +0000

Amr doesn’t seem to be contemplating the number of new Adwords account that are created every day, specially in a $100 billion dollar industry in the U.S. alone. There is so much room for growth, even a small gain of penetration would represent in millions of new revenue for Google.

By: Joe Hunkins

Joe Hunkins — Tue, 24 Jan 2006 00:57:26 +0000

Interesting to me is the degree to which Yahoo can affect Google's revenue by manipulating the revenue YAHOO shares from it's Publisher Network (beta).

What if Yahoo decided to pay out a 100% rev share for 6 months as an incentive. Google would see a HUGE drop in Adsense revenues which now comprise 43% of total Google revenues. Yahoo could keep up this pressure for some time.

Would it be legal for Yahoo to short Google and then announce this move?

By: mediaman

mediaman — Tue, 24 Jan 2006 00:29:14 +0000

Hi John In Australia Yahoo! has teamed up with Channel Seven (TV network), to help stay in the came. I think that there was a strong perception that Network Nine – PBL, NineMSN – Microsoft, and Google were racing ahead. It’s going to be interesting to see how Yahoo! and Seven progress.