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Why is Google's expected growth difficult to slow market anxiety?
On the whole, the performance is significant.However, after the financial report was released, the stock price fluctuated, and the upward increase first after the market.2%Then fell again2.18%EssenceBe7moon25Daily closing, the company's stock price fell down2.99%Report169.16Dollar/share.
Behind the fluctuations is that two different market expectations are in the game.Investors are happy about the booming development of cloud business and search engine advertising business, but alsoAlphabetexistAIWhen the huge investment in the field can get returns to express concerns.
GamblingAIGoogle, facing the departure of business performance and the prospects of science and technology, where should I go?
When the big model reshapes the application ecology, Google focusesAI+How effective is it?
fromChatGPTThe silence after launch, the catch -up and overtaking of the new model, Google returned to the market.at present,AITechnology has a positive impact on Google's advertising business and cloud business.
The financial report shows,2024In the second quarter of the year, the total revenue of Google advertising business was646.16For 100 million dollars, a year -on -year increase11%EssenceAmong them, Google search and other advertising revenue is485.09For 100 million dollars, a year -on -year increase14%；YouTubeAdvertising income is86.63For 100 million dollars, a year -on -year increase13%EssenceThe first quarter of the cloud business exceeds more than100RMB 100 million103.47For 100 million dollars, a year -on -year increase29%。
Specifically, in the main advertising business, Google willAIThe penetration of all aspects of business operation has greatly enhanced the weight of bilateral markets.
A survey of Amazon shows that among the advertisers who cannot successfully carry out advertising activities, they are near75%People think that production and selection of creative forms are their challenges.GenerationAIIt can give advertisers a large -scale and efficient capabilities for creating brand theme images, enhance creativity and simplify processes, and begin to become the creative tools used by advertisers.GartnerA survey display,63%The person in charge of the marketing is planned to invest in the generation formula in the next two yearsAIsolution.
In order to help advertisers make good use of the production formulaAIGoogle further improvedPerformance MaxThe ease of use of advertising products can gradually integrate many newly launched large models into it to achieve good advertising results.
The financial report shows,2024In the second quarter of the year, Google announced more than30NewAIEmpower the product.Google Vice President and General Manager of AdvertisingVidhya SrinivasanRepresents, with the formulaAIAppliedPerformance Max, The advertising efficiency of advertisers has increased average6%Essencethus.byAIFor the bridge, the bilateral markets of advertising audiences and brand vendors are accelerating.
And the enterprise Shangyun is for the sake of the cloudThe basic system,Management and business deployment to the cloud,OnlineConnect more partners,Ecological system that forms a mutually beneficial symbiosis,Use data interaction and precipitation based on this,Provide support for management decision -making.
So what is the cost of Shangyun?What is the ability of cloud computing platforms to connect social resources?Whether it can meet the personalized needs of enterprises and run multiple equipment,Realize unified resources management?These are the most concerned issues when buying cloud services.
In order to answer these questions, Google Cloud is committed to creating a full stackAIEssenceIt is reported that Google is already in itAICloud service platformVertex AIAll kinds of integratedAIDevelop ecological tools and machine learning tools for enterprises to conduct model training, reasoning andAIApplication development and other operations.
At present, Google's cloud computing business has achieved profitability for several consecutive quarters, showing a good momentum.Google executiveSundar PichaiPoint out,AIThe solution has become the absolute pillar of Google Cloud, exceeding70%Getting -up artificial intelligence unicorn companies are suitable for Google Cloud services.
Taken together, the steady growth of Google's advertising business and cloud business cannot be separated fromAIEssenceWith the development of artificial intelligence brings huge innovation capabilities, Google also positions one of the opportunist as opportunist.
But the market is also concerned about GoogleAIWhether the investment can get double the return, Sequoia Capital PartnersCahnIt has been said that speculative fanaticism is part of technological progress, so it is not terrible.But we cannot have an illusion, thinkAILet people get rich quickly.It can be said that the market's expectations and concerns about Google coexist.
AIBattle upgrade, Google faces the troubles of growth
It is reported that,7moon25Nasdaq index fell3.64%Created2For more than a year, a single -day decline, the main component stockGoogle,Microsoft,MetaSeparate separately5.03%、3.59%and5.61%EssenceInvestorAIConcept stocks are cautious.
Gao Sheng said that large -scale enterprises will eventually be asked to prove that their investment will generate income and profits. Failure to meet this expectation will lead to a significant decline in valuation and stock price.
The market's doubt is not unreasonable, even if Google is relied onAIIt has maintained quarterly growth, but in the long run, it still faces heavy development pressure.
From the perspective of internal development, complicated various typesAICost expenditure projects, such as computing power costs, capital expenditures, etc., the impact of the overall profit margin of the company has gradually increased.
A report of Sequoia Capital emphasizes,AIThe company must earn an contract every year6000In order to pay for the cost of artificial intelligence infrastructure (such as data centers).
With the increaseAIThe capital expenditure of technology companies is indeed continued to increase.according tolearn,MetaWill2024Annual capital expenditure to be adjusted to350-400RMB 100 million (previous expectations are300-370100 million US dollars); Damo's report predicts that Microsoft's total capital expenditure will follow2023Fiscal year320US dollars increase2025Fiscal year630One hundred million U.S. dollars.
The same is true of Google, the financial report shows,2024In the second quarter of the year,AlphabetCapital expenditure high132100 million dollars, higher market expectations122100 million dollars, almost the same period last year69Twilight of 100 million dollars.Capital expenditure in the first quarter of this year also increased year -on -year91%The continuous capital expenditure made investors panic.
To this,Sundar PichaiExplanation states that we are in an early stage of a changeable field.In the field of technology, when you experience such a change ... the risk of insufficient investment is much higher than that of excessive investment.
These capital expenditures are decentralized by income. After a period of use and operation, the assets formed can gradually recover costs and achieve profitability in the future.However, the expenditure competitions of each enterprise will undoubtedly extend this cycle.
Also, currentlyAIThe product level competition is becoming increasingly fierce.This year5moon,OpenAILaunched a new flagship artificial intelligence modelGPT-4o, Speed than existingGPT-4 TurboIt is twice as fast, but the cost is only half;7moon,MetaLaunched the latest openingYuanda Model SeriesLlama 3.1; Microsoft has been launched like a shadow number person generation platformSenseAvatar, Integrate the ability of leading large language models and digital video generation algorithms ...
But so richAIProducts, it takes time to be completely integrated into the current business.Earlier chat robotBardandAI OverviewThe rollover when it goes online, alsoShow GoogleAIWhen the product landed in the actual scenario, there is still a lot of room for progress.
in summary,AIWho do the big model deer, you still need to observe further, but the direction of the leading enterprises is becoming more and more obvious.OpenAIofGPT-4oTo embrace Apple in depth, the design goal is to solve the migration to the appleSiriThe project's engineering problem isSiriComprehensively adapt to important engineering optimization, including increasing reaction speed and reducing error rate.
And Google chooses more breakthroughs, if it has laid out an office kitAI Teammate, Exploring Education Application ScenesNotebook LM, To provide help for people's daily lifeAIIntelligent bodyAstra,as well asAndroid 15 middleAIFunctional update, etc., reveal that Google is competing for the worldAIThe ambitions of the first list of companies.
And care about all concerns and enthusiasmAIFor the people, a new era of flowers has arrived.
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