Google Cloud and Deutsche Bank Partner

09-JUL-20

I am very excited about the prospects for Google Cloud. We have seen how well it has done for Amazon and Microsoft. The cloud business is still in its early stages and I believe there is room for a third big player. That is why I was excited when I saw the following headline Google, Deutsche Bank Agree to 10-Year Cloud Partnership.


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Google Buys North

02-JUL-20

Google announced on Tuesday that they are buying North, a Canadian company that makes smart glasses. Of course, Google has mountains of money and likes to buy talent and good ideas.


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Google Thrives in Online Education

06-MAY-20

If you have been scouting for investment opportunities in online education, you may already have exposure to it if you are a Vestact client. During lockdown Google has doubled its Google Classroom users to 100 million.


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Google Q1 - Revenue Beat, Profit Miss

29-APR-20

Internet giant Google reported its first quarter results after the closing bell in New York last night. Keep in mind that this was for the period from 1 January to 31 March 2020. There were some good times (pre-Covid) and bad times (during Covid) in those three months.


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Google Cloud Set For Growth

13-FEB-20

In the race for cloud domination, the big players have specific niches they like to service. For example AWS (Amazon) naturally has expertise in online retail. AWS has great programs which can track customer behaviours. So if you want to host an online retail site, go with AWS.


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Alphabet Q4 - Strong Youtube Growth

05-FEB-20

On Monday evening Alphabet a.k.a. Google posted their Q4 numbers. Revenue came in at $46.1 billion, up 17%, and Net Income came in at $10.7 billion, up 22%. In terms of analyst expectations, it was a top-line beat but a bottom-line miss. The stock dropped 2.5% on the results.


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Sundar Pichai Takes Over as Alphabet CEO

04-DEC-19

You may have noticed that we do not devote much time to profiling the CEOs of the companies that we hold in Vestact portfolios. It's not that company management are unimportant. A good strategy is developed and implemented by a talented team, and sound decision making is crucial for modern multi-national corporations. Conversely, a rotten manager can do a lot of damage.


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Alphabet Q3 - Tax Hits Profits

29-OCT-19

We are in the middle of US earnings season now, and last night Google was out with its results. The holding company is actually called Alphabet, but its share codes are GOOG and GOOGL, so I just call them Google. The company has a market value of $894 billion and was founded in September 1998 by Larry Page and Sergey Brin. Its headquarters are in Mountain View, California. Sundar Pichai has been the CEO since Oct 2015.


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Alphabet Should Buy Twitter

10-JUN-19

Apparently Google made $4.7bn from the News Industry in 2018. As you know, Google sells advertising space on the internet. As you may also know, most people read their news online these days. Advertising in Newspapers a few decades ago was thriving, but today, Google owns a huge chunk of that market. Although this is only a corner of the market where Google operates, it is big and influential.


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Google Back In Regulator Sights

03-JUN-19

According to CNBC, the US Department of Justice is reportedly preparing an antitrust investigation against Google. Google controls more than 70% of the global search engine market, and it allegedly used its market dominance in order to generate north of $136 billion in revenues last year for its mother company Alphabet.


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Google Adds Trips

15-MAY-19

So many trips are booked using Google. That is why Booking.com pay Google millions to be top of the search results. Booking has become big enough that users now go straight to their website. This is of course good for Booking and bad for Google. That is why Google has created a landing page exclusively for booking trips. And guess what, it is called Trips.


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Alphabet Q1 - Other Gets Bigger

02-MAY-19

Google reported numbers on Monday which disappointed the market. Revenues came in at $36.34bn vs consensus of $37.3bn. This showed a growth rate of 19%. Excluding the once-off EU fine, net income was $8.3bn which equates to $11.9 a share. The below image shows where Google makes their money.


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Google Monetises Maps

11-APR-19

I must say, Google maps and Waze are incredible products that have improved lives around the globe. Just think of all the petrol saved because people have avoided getting lost or bypassed a traffic jam. Think of all the interviews, meetings and events that were reached on time because the commuter took the most direct route. It has also helped tourists navigate through new cities, countries and even continents. These maps have really made the world a more efficient place.


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Google Launches Stadia

20-MAR-19

Whoa, this is huge from Google. Last night was the official launch of Google's online gaming platform, Stadia. It is well worth spending 3 minutes to watch this video, it gives you an excellent idea of how powerful this new platform will be and how it is going to change the gaming landscape - Google Stadia announced at GDC 2019.


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Alphabet Q4 numbers - Capex Spend is Higher

07-FEB-19

Monday after the market's close, Alphabet reported a very strong set of numbers, but which weren't really cheered by Mr market. Mr market was concerned about the CapEx expenditure put towards enhancing technical infrastructure, Google's cloud business and YouTube, which in turn has compromised margins.


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