|
Post by rickag on Sept 14, 2015 12:40:43 GMT -8
I notice that 75% of Googles mobile advertising revenue comes from IOS. Mobile advertising revenue makes up 20% of Google total revenue. That means that they are going to lose 75% of 20%, i.e. 15% of their total revenue when the ad blocking in IOS9 hits. I think that a 15% drop in revenue should be worth a 25% increase in the value of Goggle stock, if I understand the market correctly. Might be a good time to buy Google Sounds about right....
|
|
chinacat
Moderator
AAPL Long since 2006
Posts: 4,431
|
Post by chinacat on Sept 14, 2015 12:41:56 GMT -8
I think that a 15% drop in revenue should be worth a 25% increase in the value of Goggle stock, if I understand the market correctly. Might be a good time to buy Google (rofl) Stop! You're killing me!
|
|
|
Post by Lstream on Sept 14, 2015 12:53:05 GMT -8
I notice that 75% of Googles mobile advertising revenue comes from IOS. Mobile advertising revenue makes up 20% of Google total revenue. That means that they are going to lose 75% of 20%, i.e. 15% of their total revenue when the ad blocking in IOS9 hits. I think that a 15% drop in revenue should be worth a 25% increase in the value of Goggle stock, if I understand the market correctly. Might be a good time to buy Google Sounds about right.... Impact is overestimated by at least a factor of two, and maybe more. For example, how much of this mobile ad revenue is from ads on web pages vs Google ad words that lands your site on the top of the search page listing? Ad blocking is irrelevant there.
|
|
|
Post by Red Shirted Ensign on Sept 14, 2015 12:58:28 GMT -8
50 day at 117.54....just sayin.
|
|
|
Post by qualitywte on Sept 14, 2015 13:08:16 GMT -8
Apple knows every sale, every preorder, inventory status. They would not make a statement like this unless the report after the 25th is going to be just fine. It should probably not be a surprise to anyone paying attention that trends are better since China is in this initial rollout and were not for the 6 and 6+. I wonder just how much inventory there was (will be)...as it had to be assumed that the 6s+ would be MASSIVE in Asia and yet it sold out immediately. Much to ponder. Could it be that the pre-order number was over 5m but they don't want to release two sets of numbers this year? If so, the sales number after the 25th could be staggering!
|
|
|
Post by rickag on Sept 14, 2015 14:02:50 GMT -8
Impact is overestimated by at least a factor of two, and maybe more. For example, how much of this mobile ad revenue is from ads on web pages vs Google ad words that lands your site on the top of the search page listing? Ad blocking is irrelevant there. You are correct, but Bud's post is still funny and I enjoyed it.
|
|
|
Post by Red Shirted Ensign on Sept 14, 2015 15:34:21 GMT -8
|
|
|
Post by rickag on Sept 14, 2015 16:35:32 GMT -8
|
|
Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,784
|
Post by Mav on Sept 14, 2015 17:38:25 GMT -8
This year, although the news is positive, Apple is being vague. Seems like they want to get away from this thing of announcing actual numbers. We see that the market is liking/accepting it... so far. Yup, and it's smart. IF they do announce the actual launch weekend sales number on this Sep 28th, it better be around 15 mln+ or else we might see a sell-off. While they're at it, they should also give a higher revised guidance range in order to keep the reaction under control. "Or else?" Nope. Also nope on revised guidance range, big time, for reasons I hope to detail in a blog post that's stupid hard for me to finish typing. Spoiler alert: Apple is counting TWO days of new iPhone sales in FQ4, vs. NINE the past 3 FQ4s.
|
|
Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,784
|
Post by Mav on Sept 14, 2015 17:39:25 GMT -8
Can't wait for iOS 9 - and ad blocking is one of the big reasons why. So many web sites are so infested that they are a mess and intolerably slow. The industry brought this on themselves by not caring one bit about the overall customer experience on a web site. Can't wait for Google and the associated ad generators to feel the pain. They deserve it. Do explain later. For one thing, are these ad blockers just one-time-payment deals? I can deal with NOT "subscribing" to an ad blocker in exchange for ads.
|
|
JDSoCal
Member
Aspiring oligarch
Posts: 4,186
|
Post by JDSoCal on Sept 14, 2015 20:07:30 GMT -8
Impact is overestimated by at least a factor of two, and maybe more. For example, how much of this mobile ad revenue is from ads on web pages vs Google ad words that lands your site on the top of the search page listing? Ad blocking is irrelevant there. Of course, AdWords require one to be using a Google search page, also a dinosaur. I think there is a zero percent chance that Tim Cook is looking at Google's ad revenues - billions on iOS alone - and not actively plotting to take them and cut out the middleman. Why on earth wouldn't that revenue be a target? For instance, How Apple’s iOS 9 will eat into Google’s search revenueMobile killed the desktop. Apps are killing the Web. #CreativeDestruction
|
|