🔍 Google: AI Tailwinds

🔍 Google: AI Tailwinds

Google HQ TLDR; Advertising: $65.9 billion (+10%, down from +11% in Q2). Search: $49.4 billion (+12%). YouTube ads: $8.9 billion (+12%). Network: $7.5 billion (-2%). Subscriptions, platforms, and devices: $10.7 billion (+28%). Cloud: $11.4 billion (+35%, accelerating from +29% in Q2). Small Buyback Increase. Cheap Valuation. Google's Q3 FY24 Results: Revenue grew +15% Y/Y to ... Read more
🎬 Netflix: Sowing seeds for future

🎬 Netflix: Sowing seeds for future

TLDR; Opening doors for Ad tier accounts. Password cracking is boosting subscription + revenue. Pre-ping to build ad tech platform to meet ads demand globally. Export of local content globally. Netflix to start on live sports (WWE, NFL), with Netflix buying deal of $5B for 10 year period. Licensed content is competitive moat to bring ... Read more