GOOGL
🚀 Google’s AI initiatives show strong momentum, with Gemini users reportedly quadrupling in recent months, signaling potential future growth drivers.
⚖️ Significant overhang remains from ongoing antitrust lawsuits and regulatory scrutiny, potentially impacting future operations and profitability.
😟 Concerns are rising about advertising revenue, a core business segment, potentially weakening due to economic uncertainty and reduced advertiser spending ahead of Q2 guidance.
@bernardodegarcia:
“Fantastic. Ah, we are hearing many positive news stories from Google AI. I understand we have this hanger, this complication from, let’s say, the antitrust lawsuits and so on. Ah, it seems very interesting… Google, we read now, right?, that Gamini users have quadrupled in recent months. To me, that seemed like fantastic news for Google. So, there it is. Watch out for Google, maybe they finally get their act together. Problems with Google: regulatory. The rest, well, maybe not so much… Regarding Google’s results for tomorrow, I’m a bit worried about the ad theme, to tell you the truth. We’ve been commenting these days that I upload videos quite regularly, right? So, maintaining the same approximate amount of views month over month, this month we’re seeing about 20% less revenue from YouTube, most likely because advertisers aren’t bidding; they aren’t, let’s say, the ad auctions have few offers, so prices fall. And why do they have few offers? Because people don’t want to spend money. Companies don’t want to spend money on marketing because there’s high uncertainty. And we’re seeing this now in this month of April. First quarter, I think robust quarterly results will arrive. Second quarter, either cloud pulls strongly and the guidance is very positive, or I think in general, because Google’s main business remains ads, both Google and Meta, they’ll be a bit complicated.”
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