Stockideas

Alphabet Inc
(NASDAQ:GOOG)
Alphabet Inc

Alphabet Inc. provides online advertising services in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. The company offers performance and brand advertising services. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment provides products and services, such as ads, Android, Chrome, hardware, Google Maps, Google Play, Search, and YouTube, as well as te...
Founded: 1998
IPO date: 2004-08-19
IPO price: $85
Full Time Employees: 186,779
CEO: Sundar Pichai  (2015~)
Sector: Communication Services
Industry: Internet Content & Information
Next Earnings Date: 2023-01-31
Stock price: $100.8 (-0.47%)
They would emerge from the incoming recession more than ok
By: liszt lazy guy   💬 10   
   on Nov 25, 2022

This is one of the faangs that’s not being impacted by the incoming recession. In case you haven’t noticed they just increased the ads time on YouTube to like 2x of what it was a few months ago. This is a monopoly and would continue to be the case in the foreseeable future. $goog


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Google Layoffs: Alphabet plans to fire 10,000 'poor performing' employees
By: bahnhopf Ich bin gut   💬 25   
   on Nov 23, 2022

https://www.businesstoday.in/technology/news/story/google-layoffs-alphabet-plans-to-fire-10000-poor-performing-employees-353705-2022-11-22

Now google joins the layoff train. welcome. $goog


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This is how I use Cloudflare on my website
By: ssmlee04 Community Lead :))   💬 98   
   on Nov 22, 2022

Hi folks. This is Lee, creator of stockideashq.com here. This post will briefly describe how I use Cloudflare tools on my website.

Cloudflare is a company that provides tools for you to analyze your website traffic. These tools enable you to detect and protect your web applications from cyber threats, and make your website run safer and faster. It has also added many features recently, like email security, workers, page functions, or zero trust. This makes it so much easier for companies to setup their basic web infrastructure and take advantage of their global network offering at an affordable price these days.

A few months ago they announced Cloudflare Registrar. A Registrar is a service that allows you to register a domain name. I used to register domain names with Godaddy, and I just recently found out that Cloudflare is also doing it, but they sell you the names at a wholesale price that is like 40% cheaper. Ouch Godaddy.

https://i.imgur.com/CNA3fXg.png

Once I added this domain name to my account I can proxy all the requests going to my website through Cloudflare servers. Without a proxy, if someone sends a request to api.stockideashq.com your request would be sent to nameservers on the Internet. These nameservers would figure out what IP address those machines are located, and the request would be sent to that IP address. This approach has a few issues. That is you would expose the ip address to your application servers or load balancer. And the other is you would need to configure some firewall rules and handle things like DDOS mitigation yourself and none of those are easy things to tackle.

Instead, if you use a DNS proxy like theirs, those requests would be sent to their machines. They would figure out if the request are coming from bad actors or not before forwarding the request to your servers. And enabling this is as easy as a toggle.

https://i.imgur.com/prsCsNb.png

Also, another thing they're doing really well is CDN. A CDN is a network of servers that you can push your resources like images or Javascript files to and keep a copy close to your users. For example, if you have a request response that never changes, it might be a viable use case to serve those responses through a CDN. You will save resources on your servers and make those requests faster.

https://i.imgur.com/dyvQl7I.png

They also have a lot of optimizations to make your website run faster. A few things worth mentioning include asset minimization, mobile redirect or image resizing. For example, you can have your images served through their network. They can, however, resize the image before delivering it to the person who requested it, based on factors like device sizes, geolocations ...etc and serves those images fast. Mobile redirect is also based on the same concept.

https://i.imgur.com/YIx5fp5.png

Zaraz is also a product they announced recently. The idea is that instead of running some 3rd party Javascript files that's causing your browser to slow down or suffer from compliance issues, you would be running those scripts on Cloudflare's machine before sending the webpage over to your users. This increases the website’s performance, and for GDPR use cases you don't need to know what you don't need to know from your users.

https://i.imgur.com/AqdC8D9.png

Pages is also a feature my website is currently using. It's well integrated with a lot of Javascript frameworks. Take my website for example, my website is using Qwik framework. And what you do is you can create a project by doing something as simple as

$ npm create [email protected]
$ git remote add origin https://github.com/yourgithubusername/githubrepo
$ git push -u origin main

You would then tell Pages that you have these repo people taking over the building and deployment of the website. And within 10 minutes you would have a Hello World website running. In my opinion that also implies they have the ability to take on companies like $wix or $shop and it's just so easy to get started on building a web application these days using their service.

https://i.imgur.com/RpkrLBt.png

to be continued...

$net $amzn $akam $goog


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goog
By: raspberry lazy guy   💬 31   
   on Nov 19, 2022

as long as you're searching this would do good. $goog


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goog
By: barbapapa lazy guy   💬 25   
   on Nov 18, 2022

Good company. youtube is all I watch these days. $goog


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Alphabet
By: marketwatcher lazy guy   💬 5   
   on Jan 05, 2022

They generate revenue with ads. They are into every industry/product and expecting growth in upcoming quarters.


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Amazon’s outage and HashiCorp’s IPO point to a future with multiple clouds
By: ssmlee04 Community Lead :))   💬 98   
   on Jan 01, 2022

https://www.cnbc.com/2021/12/12/aws-outage-and-hashicorp-ipo-point-to-a-multicloud-future.html

“Whether by accident or by design, you’re going to be a multicloud customer if you’re in the Global 2000,” said Armon Dadgar, a HashiCorp co-founder and the company’s technology officer.

$goog $amzn $msft $hcp


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Google
By: ssmlee04 Community Lead :))   💬 98   
   on Jun 25, 2021

Google is probably one of the least interesting thing you can find in the stock market. However, if you invest in Google your return would be like 50% this year.

If you think about it this is the best kind of investment one can possibly make. Google is the monopoly in search, duopoly in mobile devices and dominant in so many things that they do. Their number are improving by all measures. They're consistently innovating and changing the way we live. And the brightest people wants to go to Google. And they would be around for the next couple of years that's for sure.

The chance of you being worse off investing in this kind of companies is much lower than investing in meme stocks or stocks under $10. Stocks are under $10 for a reason, and one of the reason is they will never be Google (or FAANG) of anything that they do.

https://i.imgur.com/Ba9nNCy.jpg

$goog


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2020 SaaS review
By: ssmlee04 Community Lead :))   💬 98   
   on Jan 03, 2021

2020 is an interesting year for SaaS companies. Some of them went public and gained huge success in the stock market. Some of them continued their rally from 2016-2019 and have another great year. Some of them have greater success than the others because of their business models in the work-from-home environment. And there's a common thing for those SaaS companies, that is: those companies probably developed something people want.

The following is a list of the top 15 SaaS performers in our database in the last 250 days as of December 31, 2020. https://i.imgur.com/xL1w2F2.jpg

Some of the companies here are getting a lot of attention this year. Terminologies like Zoom Fatigue even appeared in the second quarter. It seems everyone was talking about Zoom at some point. And that's reasonable because Zoom is the clear winner in this video conferencing space. They keep your company operational by providing you a smooth video call user experience for your employees and your clients. There are literally companies built on top of Zoom calls that provide you remote journey experiences, and they do great because of Zoom and Covid.

https://i.imgur.com/KWx3Ea2.png

Cybersecurity is also something to worry about for companies in 2020. Intuitively, when companies are working remotely it would be harder for companies to safeguard their infrastructure. That's when companies like CrowdStrike or Zscalar or Okta come into play. Okta help companies manage their employees' access identities. Zscalar and CrowdStrike protect your web infrastructure using technologies to derive insights from your data and protect your infrastructure in real-time or near real-time.

Also when a lot of people are working remotely you'd expect Internet usage to go up. Cloudflare is a CDN company that help websites serve their requests fast. Fastly is also doing similar things in the video CDN space and helps companies like TikTok serve their videos. And as more people spend more time on their mobile devices those companies also do well. And to support those web requests you need companies like Twilio to send you SMS messages or phone calls, without Twilio you might not even able to login to your apps.

Also when people are staying at home people have more time to get creative. So maybe people start selling stuff on Shopify or Etsy or Pinterest or create websites on Wix. And at the same time, you have marketing companies like Facebook or TradeDesk or Digital Turbine to help you advertise your stuff on mobile devices. The success stories for those SaaS companies are inter-connected.

There are many other interesting SaaS companies that are not mentioned above. They are not in the top 15 maybe because they're not directly related to the stay-at-home trend, but that doesn't mean they're less interesting. As a software engineer, I have to use application monitoring services, database services, image compression and processing services, mailing services... and many others. This is what makes a modern software company functional. And as long as your company is growing you would continue to add and look for the best services for your company. And when more companies are becoming software companies I can imagine those SaaS companies to have a great future ahead.

A few things in common here for the companies on the list:

  • They grow REALLY fast. A lot of the companies on the list are growing 40-80% a year.
  • They all have really high gross profit margins.
  • They're traded at a very high valuation. A lot of them have a p/s ratio of 40-60.
  • The majority of them are losing money.
  • They don't pay dividends.

A possible explanation is that there are no clear winners in the space they're operating in, so they're doing whatever it takes to make sure they win in the long run. And of course that means they cannot afford to pay dividends. Also they're all traded at astronomical levels of valuations maybe because they have high profit margins, and the future for those companies are expected to be good.

Take DocuSign for example. They're one of the pioneers in e-signature. But e-signature is some sort of niche market. You may come up with another e-signature solution with a small team but by the time you have the solution in place you might already be spending millions achieving zero revenue while DocuSign might grow revenue another 40%. In the end there's just not enough market share for you to survive. So it would not be a good idea to copy DocuSign business model, this makes DocuSign (and all the SaaS companies) unique in a way.

If you look back at Amazon anytime in the past 20 years you'll see it's always traded at high multiples. It is still traded at high multiples today but would anyone complain that Amazon is too expensive? Probably not. Because now we know Amazon is dominating in any spaces they're operating in, we just couldn't see it 20 years ago. So maybe there's a correction between winning and being expensive and that's why all the cloud stocks are expensive because there's a chance all of them are dominating in their space in the next 5-10 years.

But, of course, being expensive does not mean the company would be successful eventually. But if you want to look for something good in the next 5-10 years there's a chance it's on the list but you just don't know it yet.

$ZS $DBX $ZUO $AYX $DOCU $SMAR $DOMO $SVMK $AVLR $TTD $PCOM $NOW $WDAY $PD $WORK $ZEN $TEAM $VEEV $CLDR $SHOP $FSLY $TWLO $ADBE $AAXN $CRM $OKTA $GOOG $DT $ZM $SPLK $WIX $COUP $MDLA $LPSN $APPN $EPAY $AKAM $APPS $FIVN $BL $PANW $PFPT $CRWD $DDOG $NET $HUBS $NEWR $APPF $RNG $ESTC $BILL $GDDY $DCT $ECOM $PLAN $SNOW $SUMO $FROG $ASAN $JAMF $ADSK


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Alphabet
By: ee124587992 lazy guy   💬 2   
   on Aug 05, 2020

For the recent society, the personal information is very important. And google company can easily get these by their search engine.


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Alphabet
By: ee124587992 lazy guy   💬 2   
   on Aug 05, 2020

For the recent society, the personal information is very important. And google company can easily get these by their search engine.


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Alphabet
By: yenyuzheng y   💬 6   
   on Jul 30, 2020

Alphabet Inc. provides online advertising services in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It offers performance and brand advertising services. The company operates through Google and Other Bets segments. The Google segment offers products...


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Alphabet
By: ssmlee04 Community Lead :))   💬 98   
   on Jul 04, 2020

They dominate the search space and this would continue to be true for the next 5-10 years at least. They're also everywhere in your life now.


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Fun video about bing and search engines
By: istanbul Traveler   💬 7   
   on Nov 16, 2019

https://www.youtube.com/watch?v=mviTS_cIWXg

https://www.youtube.com/watch?v=mviTS_cIWXg

Google says to Apple: fine, we want to be the default for search engine on iOS. And then this happens:

https://i.imgur.com/Sg5Pa7R.png

$MSFT, $AAPL, $GOOG


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GOOG
By: dragonfly goblin   💬 13   
   on Oct 03, 2019

https://www.cnet.com/news/google-reportedly-attains-quantum-supremacy/

A Google research paper was temporarily posted online this week, the Financial Times reported Friday, and said the quantum computer's processor allowed a calculation to be performed in just over 3 minutes. That calculation would take 10,000 years on IBM's Summit, the world's most powerful commercial computer, Google reportedly said.


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GOOG
By: tachyon Very lazy guy   💬 23   
   on Sep 25, 2019

53-bit Qubit Quantum computer is here. Be prepared to an era of computational supremacy with Google being in the lead......


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GOOG
By: jocelyn lazy guy   💬 13   
   on Sep 07, 2019

Google is basically a part of my life now. 50% of the most used apps on my phone are from Google and I can't live without them anymore. Crazy $goog


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Great company
By: istanbul Traveler   💬 7   
   on Jul 26, 2019

It's hard to imagine a company this big still gets 20% growth yoy. The earnings last quarter comes in 11b which also beat the estimates. Impressive.


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