Comments on: Soleil-Media Metrics – Proof that Wall Street Just Doesn’t Understand Google

By: comment draguer

comment draguer — Tue, 17 Feb 2009 09:41:11 +0000

google is not so hard to understand... comment draguer's last blog post..La chemise idéale

By: manu prasad » Creating Super Brands

manu prasad » Creating Super Brands — Mon, 19 Jan 2009 08:25:21 +0000

[...] a similar context, I found another article that talked about [...]

By: Simulation pret immobilier

Simulation pret immobilier — Thu, 11 Dec 2008 15:33:48 +0000

Google is a real machine... it owns something like 80% of the internet advertisement. I'm sure its stock will go up shortly. Simulation pret immobilier's last blog post..Simulation Pret Immobilier

By: Creating Super Brands | brants

Creating Super Brands | brants — Mon, 13 Oct 2008 03:48:58 +0000

[...] a similar context, I found another article that talked about [...]

By: Check Page Rank

Check Page Rank — Sat, 11 Oct 2008 10:41:09 +0000

Well,If memory serves me correct, Google’s search engine wasn’t a revenue producing product out of the gate – Google owns the biggest money making adverts in the world ~ Adsense :p

By: Frederick Kautz

Frederick Kautz — Fri, 10 Oct 2008 17:49:56 +0000

Andy Beal, thanks for your insightful blog. I have a bit more to add to strengthen your argument.

It turns out Google does have something to gain for releasing certain free products.

Please take these two cases in mind: Google Chrome and Android. Google Chrome is Google’s attempt at raising the standards of web browsers. Android could probably be considered a web-centric phone.

In the first case, if the average user’s experience is improved and they stay online for one minute longer a day on average, this is approximately 220,000,000 minutes a day in total (418 years). Google Adsense is Google’s #1 money maker. How many ads do you think will be served by Google in those 220 million minutes spent?

In Android’s case, this is an attempt to increase the usage of the Internet using mobile phones. If users are inclined to use the Internet on their phones, this is another opportunity for Google to serve more ads to the above mentioned market and potentially some new customers who do not use or own a computer but do have a cell phone.

Products that don’t immediately generate ad hits may generate trust in Google’s products and strengthen their name brand. A percentage of those users will be more willing to put Google ads on their website at a future time.

By: Nicole Price

Nicole Price — Fri, 10 Oct 2008 14:11:14 +0000

Haven't we had enough of the Wall Street types? I hope that they read this post. My congratulations to you for an excellent post. Nicole Price's last blog post..Discount Lingerie

By: Just Jessi

Just Jessi — Fri, 10 Oct 2008 13:35:41 +0000

Google started feeling the crunch way before the banking industry went kerplunk. There were blogs and articles being written about the cutbacks over a month and a half ago.

Read: http://digg.com/tech_news/Google_Cutting_Perks_For_Employees

People need to be realistic everyone is feeling this and while Google isn’t going to fall ill they will need to shed some skin.

By: abdul

abdul — Fri, 10 Oct 2008 09:16:50 +0000

So finally Google is experiencing it as well! abdul's last blog post..A Comparative Study of the Browsers

By: Search Engine News » Soleil-Media Metrics - Proof that Wall Street Just Doesnt Understand Google

Fri, 10 Oct 2008 08:50:08 +0000

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By: Jaseem Umer

Jaseem Umer — Fri, 10 Oct 2008 02:30:33 +0000

I tend to slow down, when a blog post title mentions google . But I am not at all interested in WSJ, so this post is not for me.

By: Terry Howard

Terry Howard — Fri, 10 Oct 2008 00:37:01 +0000

The fact that this reporter did not put together that their free offerings are where they deliver a good amount of their add impressions shows a complete failure for due diligence as a reporter. But that's nothing new. Reporters suck at reporting, it's as sure as the sun rises these days. Terry Howard's last blog post..Candidates’ Percentage of Maverickism

By: Alex

Alex — Thu, 09 Oct 2008 23:50:49 +0000

Wall street never understood much about innovation I think. They rather speculate and in these hard times I wouldn't be surprised to see many people shorting the market and making things even worst. Anyway that's out of the subject! Yes to google! That innovation machine that always brings new stuff to the market. Alex's last blog post..Présentation Du Site: Comment Draguer Une Fille

By: Wall Street Just Does Not understand Social Media | Whooah.biz

Wall Street Just Does Not understand Social Media | Whooah.biz — Thu, 09 Oct 2008 22:15:17 +0000

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By: Dean

Dean — Thu, 09 Oct 2008 20:10:04 +0000

C’mon people, you can’t possibly be surprised at this. I’ve commented on this before but to reiterate: Wall Street knows one thing – Numbers. Period. Given that, let’s look at Google the way they do.

It’s all about quarterly results…gone are the days when you were allowed to think long term. Everything now is based on what you did THIS quarter and by God it better outperform last quarter. When you don’t, you are punished and in many cases forced to respond aggressively though cost reductions, layoffs, outsourcing, etc. Short term thinking yes, but that’s what Wall Street demands.

In Google’s case, Wall Street would see the 20% rule as lost productivity. The 10% charity donation as non-productive uses of revenue, the myriad of non-revenue producing products as a lack of resource optimization and focus. Oh and the free lunches? It’s just a matter of time before they become “subsidized” – mark my word on that.

Out of touch? Perhaps, but with the fame and fortune of a successful IPO comes the sober realization that you have handed over control to a 25 year old Wall Street Banker with a Wharton degree that knows a lot more about the cold hard numbers than he does warm fuzzy culture.

Then again, all of this makes the market perform more efficiently and produce optimal results for the shareholders. I mean look how good a job their doing…er…ummm…nevermind.

By: Breakline Marketing

Breakline Marketing — Thu, 09 Oct 2008 19:02:46 +0000

Ha now the gourmet chef…if he goes away I think they should definitely increase the price to say $600 a share.

How did this women become an analyst?

By: Utah SEO Pro

Utah SEO Pro — Thu, 09 Oct 2008 16:33:25 +0000

Not exactly surprising that Wall St people don't understand tech companies but they should at least understand Google a bit better. Utah SEO Pro's last blog post..Link Metrics for SEO

By: Andrey

Andrey — Thu, 09 Oct 2008 15:02:45 +0000

If my numbers were correct, at 350, Google should have a PE of around 17 while IBM had a PE of around 14 (based on closing prices when I checked and estimated yearly earnings). While it's still a bit higher than IBM, I also think Google, even (or especially in) a recession, will grow a lot faster than IBM. This means that their forward PE should look even more attractive. Yahoo has also consistently had a very high PE compared to Google and they're not doing much on their end in terms of growth to warrant the high valuation. Andrey's last blog post..Click Arbitrage Still Alive & Well

By: Oscar Del Santo

Oscar Del Santo — Thu, 09 Oct 2008 14:54:27 +0000

What an excellent posting. It is so sad that some (luckily not all) Wall Street analysts cannot see beyond money.

Google has embraced a number of corporate practices that simply define the personality of that history-making corporation. ‘Don’t be evil’ is more than just a catchphrase: it is a way of being and acting.

Does Google at times fall short of those high ideals. They sure do. Don’t we all? And yet in many respects Google is a trendsetter of good corporate practice.

I pray for the sake of Google and for the sake of us all that the Google triumvirate take no notice of those short-sighted and ill-conceived comments by Ms Martin.

By: SoLinkable

SoLinkable — Thu, 09 Oct 2008 14:53:35 +0000

Wall street doesn't understand Google? Who would have thought... SoLinkable's last blog post..7 Untapped Ways To Improve Blog Traffic QUICKLY