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Latest Alphabet Inc News and Updates
The Real Reason IBM Acquired Red Hat
In October, IBM (IBM) shocked the world by acquiring Red Hat (RHT) for $34 billion, marking its largest acquisition to date.
How Baidu Is Leading Alphabet in Business Diversification
Baidu (BIDU) and Alphabet (GOOGL) are working to create new revenue streams outside their core advertising businesses.
How Are Google and Facebook Planning to Fight Fake News?
Internet giants such as Facebook (FB), Twitter (TWTR), and Alphabet’s (GOOGL) Google have been facing pressure from lawmakers in the US and Europe since last January.
Apple Is on Track to Hit Its 2020 Services Revenue Goal
Apple is working toward its goal of doubling its 2016 Services revenue by 2020. The company generated Services revenue of $24.3 billion in 2016.
A Look at Qualcomm’s Strategy to Grow Its Non-Apple Business
On Qualcomm’s fiscal 2018 fourth-quarter earnings call, CFO George Davis stated that the handset market has weakened over the last year.
Alibaba Grows Its Cloud Footprint in Europe
Alibaba (BABA) has recently opened its first data centers in the United Kingdom as it seeks to expand its cloud footprint in Europe.
Why Google’s Traffic Acquisition Costs Could Continue to Surge
Alphabet has seen increasing traffic acquisition costs, which reflect the amount Google pays to drive traffic to its search engine and other services.
Is China the Land of the Setting Sun?
China’s major indices are still down 25-30% this year alone.
Apple’s iPhone Customer Loyalty Is on the Rise
Apple’s (AAPL) iOS is gaining traction in terms of customer loyalty.
Comparing the Valuations of the FAANG Stocks
Amazon has gained 68.5.0% YTD in stock value. Amazon last traded at a discount of 4.0% to its 52-week high price.
The Gap between Alphabet’s Gross and Other Profit Margins
Alphabet’s EPS grew at a three-year CAGR of 8.0% to $32.30 in 2017.
What Caused the Gap in Netflix’s Gross and Other Profit Margins?
Netflix’s income from operations totaled $0.9 billion in the first half of 2018.
The Major Factors Driving Netflix’s Cost of Revenues
Netflix’s (NFLX) revenues grew at a three-year CAGR of 29.0% to $11.7 billion in 2017.
How Shazam Makes Money
The money that Shazam generates would go a long way towards boosting Apple’s services business, where revenue rose 31% year-over-year to $9.5 billion in the fiscal third quarter ended in June.
How Have Apple’s Profit Margins Improved since 2015?
Apple’s operating expenses increased at a three-year CAGR of 14.0% to $26.8 billion in 2017.
What Made Instagram More Popular than Facebook?
Facebook (FB) acquired Instagram in 2012, and since then, the company has been keen on expanding its user base.
A Look at Facebook’s Profit Margin Growth since 2015
Apple’s (AAPL) operating expenses totaled $26.8 billion in 2017, and Amazon’s (AMZN) operating expenses totaled $61.8 billion in 2017.
What’s Driving Facebook’s Revenue Growth?
In this series, we’ll compare the stock performance and margins of the FAANG stocks—Facebook, Apple, Amazon, Netflix, and Google.
Is Amazon’s Alexa Losing Popularity to Google Assistant?
Amazon’s (AMZN) Alexa-powered Echo has been competing with Alphabet’s (GOOGL) Google Home devices.
Here’s What Drove Cost of Revenue for Alphabet and Baidu
Alphabet’s (GOOG) cost of revenue rose at a three-year CAGR (compound annual growth rate) of 21% to $45.6 billion in 2017.
European Union Wants Facebook to Spell Out Its Terms Better
The European Commission is putting more pressure on Facebook (FB) to make additional changes to its terms of service.
Amazon’s US Ad Revenue Is Eating Up Facebook and Google
According to the latest research by eMarketer, Amazon is taking a larger share of US digital ad space.
How Shazam Acquisition Could Benefit Apple
Apple (AAPL) finally received the green light from regulators in the European Union last week to acquire UK-based music recognition app Shazam Entertainment.
Facebook Stops Taking 30% of Instant Games Revenue
After Instant Games exited the beta phase in April, Facebook (FB) began monetizing the digital games platform through in-app purchases in May.
Square’s Investment in Cash App Beginning to Bear Fruit
Square’s (SQ) peer-to-peer payment service Cash app is now more popular than PayPal’s (PYPL) competing service Venmo.
A Look at Apple’s Shareholder Returns
Apple (AAPL) returned close to $300 billion to its shareholders between fiscal 2012 and the fiscal third quarter.
Why IBM’s Cloud Vendor Ranking Is Sliding
IBM’s (IBM) ranking among cloud vendors is sliding, and it turns out Alibaba (BABA) and Alphabet’s (GOOGL) Google may have played a role in its repositioning.
Here’s How AT&T Will Be Taking on Google and Facebook
AT&T (T) said on June 25 that it had agreed to acquire AppNexus, an ad tech company, for an undisclosed amount.
What Drives Microsoft’s Average Revenue per User
Microsoft’s (MSFT) ARPU (average revenue per user) growth has continued to improve, buoyed by strong demand for its Office 365 and Azure products and Xbox Live monthly active users.
What Microsoft’s GitHub Acquisition Could Mean
Recently, Microsoft (MSFT) decided to acquire open-source software development company GitHub for $7.5 billion.
A Look at GoPro’s Marketing and Distribution Strategy
GoPro (GPRO) has a multichannel marketing strategy across social media platforms.
GoPro Is Focusing on Social Media to Leverage Customer Engagement
As the world continues to become more social, GoPro is looking at a significant opportunity to build its core camera application and cloud business.
How Oracle’s Soar Could Help It in the Cloud Space
Earlier, we discussed Oracle’s newest offering, Oracle Cloud, which will ease the migration of ERP (enterprise resource planning) systems to the cloud.
Instagram’s Popularity Keeps Rising
Instagram is rapidly growing and has an active advertiser base of around 2 million, which doubled in just five months.
Cisco Led the Enterprise Collaboration Market at the End of 4Q17
According to Synergy Research, Cisco Systems (CSCO) has maintained a slender lead over Microsoft (MSFT) in the enterprise collaboration market.
How Hyperscalers Impact Growth in the Server Market
Hyperscalers drove volume demand in the server market Earlier, we discussed growth in the server market, wherein the high-end segment benefited from the launch of IBM’s (IBM) z14 mainframe. According to Sanjay Medvitz, a senior research analyst at IDC, “ODMs [original device manufacturer] continue to be the primary beneficiaries from hyperscale server demand. Some OEMs […]
Who Are Alphabet’s Major Cloud Customers?
In March, Airbus said it was shifting its workforce to Google’s G-Suite from Microsoft Office (MSFT).
How Oracle Is Promoting Oracle Autonomous Data Warehouse Cloud
On March 27, 2018, at an Oracle event, Oracle announced the global availability of Oracle Autonomous Data Warehouse Cloud.
A Look at Square’s Spending on Product Development
Square (SQ) spends a substantial portion of its budget on product development.
How Fake News and Crypto Scams Are Hurting Twitter’s Audience
Although Twitter’s MAU was 4.0% higher than in 4Q16, there were no additional users in 4Q17 from 3Q17.
Will Disney’s Streaming Services Curb Falling ESPN Subscribers?
The Walt Disney Company’s (DIS) flagship sports network, ESPN, has been facing a continued decline in its number of subscribers over the past few years.
What to Know about eBay’s Research and Development Spending
eBay (EBAY) continued boosting its R&D (research and development) budget throughout 2017, leading to a 9.9% increase in its R&D costs overall in the year.
How Is GoPro Improving Social Media Engagement?
GoPro’s (GPRO) App Store rating has improved significantly from 2.7 stars in September 2017 to 4.7 stars in December 2017.
What’s the Correlation between S&P 500 and the Technology Sector?
The Technology Select Sector SPDR ETF (XLK), which tracks the performance of the US technology sector, fell marginally by 0.4% in February 2018.
Inside Alphabet’s Capital Allocation Strategy
In 4Q17, Alphabet set aside $9.9 billion to cover taxes on its accumulated foreign profits in relation to the recent US tax reforms.
What You Need to Know About Apple’s iPhone X Production Target
iPhone production cut Before Apple (AAPL) released its results for the three months ended December 2017, or its fiscal 1Q18, there were reports of the company significantly slashing its iPhone X production target for the quarter ending March 2018. The Wall Street Journal stated that Apple was planning to produce just 20 million iPhone X handsets in the March […]
How Alphabet Is Diversifying Its Business
Alphabet (GOOG) announced on January 25, 2018, that it is launching its 13th unit—cybersecurity company Chronicle.
How Microsoft Contributed to the S&P 500’s High in 2017
On January 16, 2018, MSFT stock rose 1.3% to an all-time intraday high of $90.79, which made the company’s market cap briefly cross the $700 billion mark.
A Look at Alphabet’s Growth in 4Q17
In the last three years, Alphabet has reported fourth-quarter revenues and EPS that have consistently improved year-over-year.
Facebook’s Innovation and Product Development Avalanche
In 3Q17, Facebook (FB) spent roughly $2.1 billion on product development, compared with ~$1.9 billion in 2Q17 and ~$1.5 billion in 3Q16.