Comments on: Cheat Sheet For GOOG’s Second Quarter Earnings Later This Week

By: People Over Process » Numbers, Volume 20

People Over Process » Numbers, Volume 20 — Wed, 22 Jul 2009 17:45:49 +0000

[...] made its earnings numbers yesterday, actually coming in above expectations. Total revenues were $5.5 billion, 3 percent above the same period last year and flat with the [...]

By: How Google Made Its Q2 Numbers: Squeezing Expenses

How Google Made Its Q2 Numbers: Squeezing Expenses — Fri, 17 Jul 2009 17:33:26 +0000

[...] made its earnings numbers yesterday, actually coming in above expectations. Total revenues were $5.5 billion, 3 percent above the same period last year and flat with the [...]

By: Harry

Harry — Thu, 16 Jul 2009 23:22:43 +0000

Guess you were wrong, huh?

By: Mike West

Mike West — Wed, 15 Jul 2009 20:47:17 +0000

I am a nobody but I think these analysts are just guessing when it comes to a business like Google. Look it is not hard to take the consensus estimate, which is based on what? And set your estimate a little lower because of “overall market conditions”. Consider for a moment that Google, with its historical growth rate, the ongoing growth of the internet, and the shift the slow but broad shift in thinking about where ad spend it most effective, and its new platforms for advertising (cellphones, youtube) that perhaps, just perhaps, the weak economy might already be built into Google’s PE. Furthermore, last quarter, the worst quarter on record, I believe Google’s perf. was additionally masked by some one time charges and it still wasn’t bad. Me, nobody, predicts that Google destroys these estimates. But alas I don’t get paid to do this job.

By: DavidTan

DavidTan — Wed, 15 Jul 2009 16:47:17 +0000

I wished I bought some on their IPO a few years ago.

By: Jamie Riddell

Jamie Riddell — Wed, 15 Jul 2009 09:12:06 +0000

These are great stats, thanks. What else does the market know that we don’t? The share price has leapt $20 since Friday [$402 to $424 at last night's bell] on expectation of these earnings, so could they be ahead of target?

By: Ginja

Ginja — Wed, 15 Jul 2009 03:37:57 +0000

Reducing CAPEX wont help you with your P&L numbers. That will flow into the P&L in subsequent periods.

By: New Gadgets | Cheat Sheet For GOOG’s Second Quarter Earnings Later This Week

Wed, 15 Jul 2009 03:15:41 +0000

[...] Original post by Hostpundit – Hosting and Gadgets [...]

By: gunit

gunit — Wed, 15 Jul 2009 00:41:38 +0000

I have known Mark for sometime and with Google he is pretty close….except with that ComScore mess two quarters ago. Also – he is at every search related conference and easy to approach if you should want to have a good conversation about companies he follows.

By: supra shoes

supra shoes — Wed, 15 Jul 2009 00:37:42 +0000

This stuff is normally reserved for institutional clients only and do not allow for reproduction………..

By: mrzod

mrzod — Wed, 15 Jul 2009 00:25:00 +0000

Eric, source link pls?

By: New Gadgets | Tech Crunch: Cheat Sheet For GOOG’s Second Quarter Earnings Later…

Tue, 14 Jul 2009 22:34:43 +0000

[...] Original post by e-Smart Tech Gadgets [...]

By: New Gadgets | Cheat Sheet For GOOG’s Second Quarter Earnings Later This Week

Tue, 14 Jul 2009 22:34:42 +0000

[...] Original post by e-Smart Tech Gadgets [...]

By: Logicus

Logicus — Tue, 14 Jul 2009 21:43:02 +0000

I think the kudos goes to Mark Mahaney. This stuff is normally reserved for institutional clients only and do not allow for reproduction …

By: Simon Chan

Tue, 14 Jul 2009 21:11:51 +0000

hmmmm…. accurate or not??

By: Luis Pereira

Luis Pereira — Tue, 14 Jul 2009 21:11:10 +0000

Erick – Do you own any goog stock?

By: yofrez

yofrez — Tue, 14 Jul 2009 21:03:58 +0000

This is great! Good work