Numbers
- Revenue: $68.1B vs $55.3B in Q1, 2021 (up 26%)
- Operating Income: $20.1B vs 16.4B in Q1, 2021
- Net Income - 16.4B vs 17.9B in Q1, 2021
- Operating margin - 30% vs 30% in Q1, 2021
- Finished with 134B of cash and purchased $52B of stock in the last 12 months
Segment Breakdown
- Google search 39.6 vs 31.8B in Q1, 2021 up 24.5%
- Google Cloud revenue: $5.8 billion vs. 4.0B in Q1 2021 up 43%
- YouTube ads: $6.8 billion vs. $6.0 billion in Q1 2021 up 14%
- Traffic Acquisition Costs (TAC): $11.99B billion vs. $9.7B
- Google Network 8.1B vs 6.8B in Q1, 2021 up 20%
- Google Other(hardware, playstore, non-advertising youtube revenues) 6.8B (6.4B in Q1 2021) up 5%
Operating Income breakdown
- Google Service - 22.9B
- Cloud lost 930M in Q4. Prediction is that in 2022 Cloud will be cash flow positive
- Other bets lost 1.1B
- Google ends the quarter with 139B in cash
- Stock split 1:20 coming soon
- 70B new buyback announced
- Multisearch - people can search using both images and text
Search to help people find health care providers who take their insurance and book appointments online.
Retail was the largest contributor for YoY growth to the ads business followed by travel
- 2B monthly signed in users
Short form videos : 30B daily viewing hours, 4x in the last year
Current focus is on user experience and monetization will follow later
Youtube usage has continued to grow despite return to physical world post covid
135M people were reached via youtube on connected TVs
Youtube made the transition from mobile to TV, over 700M hours of content watched on TV daily
YouTube accounts for over 50% of ad-supported streaming watch time on connected TVs among people ages 18 and up. And over 35% of viewers in this group can't be reached by any other ad-supported streaming service. In other words, we're seeing that when users choose to watch ad-supported CTV, they choose to watch YouTube, and YouTube delivers CTV audiences that advertisers can reach anywhere else.
later this year, in partnership with Nielsen, we'll help brands directly compare their YouTube reach to linear TV, including the ability to measure co-viewing. This apples-to-apples comparison will be a game changer in helping advertisers make smarter investment decisions.
Warner Bros., who leaned to YouTube to help drive awareness among key audiences for The Batman. By using a combination of best-performing video creative, connected TV media and video ad sequencing, Warner Bros. expanded its target audience in the 2 weeks leading up to its release, helping contribute to its successful $134 million opening weekend.
For direct response, we continue to believe there's great opportunity to address commercial intent on YouTube between video action campaigns, app campaigns, product feeds and new live commerce features.
- 99% developers pay less than 15%
- Pixel 6 is the fastest growing Pixel in the portfolio
- Q1 revenue grew 44%
- Google maps searches for shops near me grew 100% YoY
- Omnichannel is still a winning strategy
- Waymo launched driverless operations in San Francisco expanding from Phoenix
- Wing started drone deliveries in Dallas Fortworth area completing 50k orders and growing 3x
Shoppers can now virtually discover and try on thousands of products from 90-plus brands, including Maybelline New York, MAC and Charlotte Tilbury as well as from retailers like Ulta Beauty right in Google Search.
$GOOG Q1 revenue:
2022: $68.0 billion
2021: $55.3 billion
2020: $41.2 billion
2019: $36.3 billion
2018: $31.1 billion
2017: $24.8 billion
2016: $20.3 billion
2015: $17.3 billion
2014: $15.4 billion
2013: $12.9 billion
2012: $10.6 billion
2011: $8.6 billion
2010: $6.8 billion
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