谷歌Q2表現韌性十足,廣告業務讓華爾街“長舒一口氣”
$谷歌-A(GOOGL.US)$公佈的二季度收入爲574.4億美元,接近分析師預期的580億美元,反映了這家互聯網巨頭在廣告增長放緩的情況下業績表現依然韌性十足。
本季度該公司廣告業務的增長表明,特別是其搜索廣告已經做好了營銷支出緊縮的準備,並且已經影響到了包括Snap和Twitter在內的小型競爭對手。相比之下,谷歌的廣告銷售額超出了分析師的預期,但該公司仍保持謹慎態度,稱其暫時將放緩招聘。
首席財務官Ruth Porat表示,這一業績反映了用戶在線活動以及廣告商支出方面的提升。谷歌股價在本週二盤後交易中一度上漲4.5%,今年迄今爲止,該股已累計下跌27.5%。Synovus Trust Company的高級投資組合經理Dan Morgan表示:“谷歌本季度報告讓人長舒一口氣,在一個非常惡劣的環境中,即使競爭對手仍在掙扎,獲得如此可觀的廣告收入是其一大優勢。”
搜索和其他相關業務二季度銷售額爲407億美元,超出分析師們預期的403億美元。YouTube的廣告收入爲73.4億美元,而分析師的平均預期爲74.7億美元,該應用與抖音的競爭正在加劇,同時受到蘋果對其應用隱私要求的影響,使其更難實現業績目標。
受到密切關注的谷歌雲計算部門尚未實現盈利,該部門的收入爲63億美元,虧損8.58億美元。儘管谷歌在雲計算市場上排名第三,落後於亞馬遜和微軟,但隨着核心搜索業務的成熟,該業務仍被視爲公司增長的最佳賭注之一。
根據其二季度報,谷歌現金和等價物爲1,249億美元,但該公司也正與一些訴訟和監管作鬥爭,包括對其在網絡廣告市場的主導地位的聯邦反壟斷訴訟將在未來幾周內展開。
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