大力回购股价仍大跌，谷歌母公司创两年最低季营收增速

华尔街见闻2022-04-27

一季度Alphabet净利润超预期同比下降逾8%；谷歌广告收入高于预期、但逾20%的增速远不及上季度的逾30%，YouTube广告收入远逊预期、环比剧减20%；谷歌云保持逾40%的高收入增速，但一季度亏损逾9亿美元高于预期。Alphabet拟回购股票多达700亿美元，股价盘后仍一度跌7%。今年第一季度，谷歌母公司Alphabet的收入录得两年来最慢增速，盈利下滑幅度比华尔街预期的还大，体现了全球...

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作业本
2022-04-27
作业本
市场对优秀生要求太高了

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YouTube广告远逊预期财报显示，Alphabet的主要业务中，一季度核心收入源谷歌广告的收入高于预期，而YouTube的广告收入逊于预期，谷歌广告的收入增速都远不及前一季度：一季度谷歌服务收入614.7亿美元，同比增长20.1%，低于分析师预期的625.8亿美元，去年四季度增长31.3%；当季谷歌服务营业利润229.2亿美元，同比增长约17.3%，分析师预期221.5亿美元。谷歌服务中，谷歌广告一季度营收546.61亿美元，同比增长22.3%，分析师预期541.3亿美元，去年四季度同比增近33%。谷歌广告中，谷歌搜索的广告收入一季度同比增24.3%至396.18亿美元，当季YouTube广告收入增约14.4%至68.69亿美元，分析师预期增23.2%至74亿美元，去年四季度分别增35.7%和25.4%。这是YouTube广告收入再度逊于预期。其一季度广告收入较去年四季度环比减少20.4%，去年四季度收入86.3亿美元，市场预期88.7亿美元。Alphabet称，未来将把提高YouTube的用户增长、参与度和货币化放在首位，还计划扩大短视频平台YouTube Shorts的广告业务。媒体评论认为，YouTube的广告收入远逊预期可能源于苹果的隐私新规对iPhone广告定位的限制，以及来自TikTok的竞争。此外，Alphabet首席财务官Ruth Porat对媒体表示，Alphabet收到了俄乌冲突后欧洲市场广告支出减少的影响。宏观环境有很多不确定性。谷歌云保持高收入增长 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