Log in
E-mail
Password
Remember
Forgot password ?
Become a member for free
Sign up
Sign up
Settings
Settings
Dynamic quotes 

4-Traders Homepage  >  Equities  >  Nasdaq  >  Google Inc    GOOGL

GOOGLE INC (GOOGL)

SummaryChartsNewsAnalysisCalendarCompanyFinancialsConsensusRevisions 
News SummaryMost relevantAll newsSector news 

EARNINGS PREVIEW: Internet Giants Look To Boost Profitability

share with twitter share with LinkedIn share with facebook
share via e-mail
0
04/09/2012 | 09:40pm CEST
   By Drew FitzGerald 
   OF  
 

TAKING THE PULSE: The biggest Internet companies continued to encroach on their peers' traditional turf in the first quarter, with Google Inc.'s (>> Google Inc) virtual wallet vying for a piece of EBay's Inc.'s (>> eBay Inc) nascent PayPal card-swiping business and Amazon.com Inc. (>> Amazon.com, Inc.) moving more aggressively into digital media. Still, most online companies have dialed back on new acquisitions so far this year--Amazon being a notable exception--as their immediate focus turns to boosting existing businesses and improving their profitability.

In its core business, Google will look to maintain the strong advertising sales that fed its massive spending over the past year, while a struggling Yahoo Inc. (YHOO) is shedding employees in an effort to stay nimble. An improving U.S. retail environment should help online marketplaces report stronger sales, leaving investors to focus on how well those companies can hold up margins.

 
   COMPANIES TO WATCH: 
 
   Google Inc. (>> Google Inc) - April 12 

Wall Street Expectations: Analysts' average projection calls for a profit of $9.64 a share with $8.13 billion in revenue, according to a survey by Thomson Reuters. A year earlier, the company delivered a profit of $7.04 a share, or $8.08 excluding stock-compensation costs and tax-related effects, with $6.54 billion in revenue after commissions paid to marketing partners. Total revenue reached $8.58 billion.

Key Issues: Google continues to invest in projects outside its traditional search business, but shareholders still pay close attention to the massive revenue generated from advertising sold next to its bread-and-butter query results. The average price of those ads slipped in the fourth quarter, spooking investors, partly because Google's growing mobile-ads were fetching lower fees. At the same time, the volume of users clicking on mobile ads is exploding, which should help maintain the search giant's surging top-line growth. The company is also expected to disclose more about its Google+ social network, which now boasts more than 100 million users.

 
   Yahoo Inc. (YHOO) - April 17 

Wall Street Expectations: Analysts polled by Thomson Reuters see a 17-cent per-share profit with $1.07 billion in revenue. A year earlier, the company earned 17 cents a share, which included a 2-cent per-share write-down, on $1.06 billion in revenue excluding traffic-acquisition costs. Total revenue was $1.21 billion.

Key Issues: Investors await details on Chief Executive Scott Thompson's turnaround strategy as Yahoo struggles to revive its declining ad business, the cornerstone of its operations. The company's core display ad business has been trending downward for some time, while its search partnership with Microsoft Corp. (>> Microsoft Corporation) sputters, meaning the latest results will likely take a back seat to details on the company's turnaround plan. Yahoo recently said it would cut about 14% of its workforce, though the Internet giant has yet to articulate how it plans to improve its top line.

 
   eBay Inc. (>> eBay Inc) -  April 18 

Wall Street Expectations: Analysts expect a 52-cent per-share profit and $3.15 billion of revenue. Year-earlier earnings reached 36 cents a share, or 47 cents excluding stock-based compensation costs and other adjustments, on $2.55 billion of revenue.

Key Issues: Recent monthly sales data suggest EBay's core marketplace segment is on track to deliver stronger revenue, building on gains seen over the past year after the online retailer revamped the business with fee changes and other tweaks. PayPal remains the company's fastest growing segment, however, with a small but expanding business among companies looking for an alternative to existing payment processors. PayPal's point-of-sale business is still gaining its footing, and investors will look for news of its progress. PayPal chief David Marcus is new on the job but has said he plans to maintain the unit's overall strategy after his predecessor abruptly departed for the top spot at Yahoo.

 
   Amazon.com Inc. (>> Amazon.com, Inc.) - reporting date to be announced 

Wall Street Expectations: Forecasts call for a 7-cent per-share profit with $12.86 billion of revenue. The company reported a 44-cent per-share profit with $9.86 billion of revenue a year ago.

Key Issues: Amazon's spending spree showed no signs of abating in the latest quarter, as demonstrated by the retailer's $775 million acquisition of robot maker Kiva Systems Inc., a deal unveiled last month. The online shopping giant says heavy investment will drive greater profitability in the long run--Kiva's robots make its distribution network more efficient, for instance--and the company is aggressively expanding offerings of e-books, videos and other electronic media, which offer stronger margins. Investors will look for details on how quickly Amazon's nonphysical sales are growing as rivals like Apple Inc. (>> Apple Inc.) encroach.

(The Thomson Reuters financial estimates and year-earlier figures may not be comparable due to one-time items and other adjustments.)

-By Drew FitzGerald, Dow Jones Newswires; 212-416-2909; Andrew.FitzGerald@dowjones.com

share with twitter share with LinkedIn share with facebook
share via e-mail
0
Latest news on GOOGLE INC
11:37a ALPHABET : Google's self-driving car in broadside collision after other car jump..
08:25a ALPHABET : Is the mass sharing of driverless cars about to reshape our suburbs?
03:36aDJApple Goes Without a Lobby Into European Fray
09/25DJApple to Battle EU Regulator Without Usual Lobbying Army
09/24 ALPHABET : New Google facility opening in Pryor brings its Oklahoma investment t..
09/24 Twitter shares spike on rumors of acquisition by Google, Microsoft, Salesforc..
09/24DJSalesforce Circles Twitter -- WSJ
09/24 ALPHABET : Big Google campus in South Lake Union approved
09/23DJTwitter Shares Surge on Takeover Report--6th Update
09/23DJTwitter Shares Surge on Takeover Report -- 7th Update
More news
Sector news : Search Engines
02:06pDJTroubled Past Comes Into Focus for Mall Shooting Suspect
12:45pDJTWITTER : Turkish Lira, Markets Slump After Moody's Cuts Rating to Junk Status
08:49aDJTWITTER : Is Eyed To Spur Growth -- WSJ
09/25DJTWITTER : Salesforce Weighs Twitter Bid to Spur Growth
09/24DJSalesforce Circles Twitter -- WSJ
More sector news : Search Engines
News from SeekingAlpha
2015 DEAR GOOGLE : Intel Can Build Your $50 Android One Phone
2015 M&A DAILY : Paving Way For Apple Car?
2015 APPLE TV : The Amazon Ban Won't Hurt A Bit
2015 Raven Industries Worth A Look At New 52-Week Lows And Exciting Future With Go..
2015 It's Nvidia Tegra X1 Inside Google's Pixel C Laptop
Advertisement
Financials ($)
Sales 2016 88 490 M
EBIT 2016 29 647 M
Net income 2016 24 492 M
Finance 2016 54 928 M
Yield 2016 -
P/E ratio 2016 29,36
P/E ratio 2017 24,77
EV / Sales 2016 5,60x
EV / Sales 2017 4,69x
Capitalization 550 459 M
More Financials
Chart GOOGLE INC
Duration : Period :
Google Inc Technical Analysis Chart | GOOGL | US38259P5089 | 4-Traders
Full-screen chart
Income Statement Evolution
More Financials
Consensus 
Mean consensus OUTPERFORM
Number of Analysts 48
Average target price 940 $
Spread / Average Target 15%
Consensus details
EPS Revisions
More Estimates Revisions
Managers
NameTitle
Lawrence E. Page Chief Executive Officer & Director
Sergey Mikhaylovich Brin President & Director
Eric E. Schmidt Executive Chairman
Ruth Porat Chief Financial Officer & Senior Vice President
Louis John Doerr Independent Director
More about the company
Sector and Competitors
1st jan.Capitalization (M$)
GOOGLE INC26.57%550 459
ALPHABET INC4.75%550 459
BAIDU INC (ADR)1.42%66 452
YAHOO! INC.28.68%40 736
NAVER CORP--.--%26 250
YAHOO JAPAN CORPORATIO..-16.50%23 099
More Results