Alphabet收入高于预期得益于谷歌云业务增长 - 老虎社区

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10-31

Stock Track | Alphabet Tops Q3 Earnings and Revenue Estimates, Fueled by Strong Cloud Growth and AI Advancements

Stock Track | Alphabet Tops Q3 Earnings and Revenue Estimates, Fueled by Strong Cloud Growth and AI Advancements

10-31

异动解读 | 谷歌第三季度业绩超预期云业务受AI拉动大增35%

异动解读 | 谷歌第三季度业绩超预期云业务受AI拉动大增35%

10-31

Stock Track | Alphabet Soars on AI-Powered Growth in Cloud and Search

Stock Track | Alphabet Soars on AI-Powered Growth in Cloud and Search

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彝家阿黑哥

10-30

goog的确强大

AI动力十足！谷歌三季度云收入劲增35%，总营收意外提速，盘后涨超6%

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Search Advertising, Cloud Growth Top Wall Street Expectations.","subtitle":"","subtitle_show":0,"pub_time":1730232898000,"source_id":"investor_business_daily_highlight","language":"en","url":"https://www.investors.com/news/technology/google-stock-google-earnings-ad-search-growth-q32024/","is_publish_highlight":0,"symbols_score_info":{"GOOG":1,"GOOGL":1},"rights":null},{"id":78981,"article_id":"2479519762","title":"BUZZ-谷歌母公司 Alphabet 因云计算优势而上涨","subtitle":"","subtitle_show":0,"pub_time":1730232699000,"source_id":"Reuters_global","language":"zh","url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_publish_highlight":0,"symbols_score_info":{"GOOG":1,"GOOGL":1},"rights":null},{"id":78984,"article_id":"2479437268","title":"更新版 4-广告和云计算销售强劲，谷歌母公司 Alphabet 业绩超出预期","subtitle":"","subtitle_show":0,"pub_time":1730232416000,"source_id":"reuters_news_zh","language":"zh","url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20241029:nL4S3M52H1:4","is_publish_highlight":0,"symbols_score_info":{"MSFT":0.9,"AMZN":0.9,"GOOGL":0.9},"rights":null},{"id":79052,"article_id":"2479261019","title":"敬告客户-以下稿子现予以撤销-谷歌母公司 Alphabet 的人工智能支出促进了云业务和广告销售","subtitle":"","subtitle_show":0,"pub_time":1730232416000,"source_id":"reuters_news_zh","language":"zh","url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20241029:nL4S3M52H1:6","is_publish_highlight":0,"symbols_score_info":{"GOOGL":0.9},"rights":null},{"id":78983,"article_id":"2479977257","title":"更新版 3-广告销售强劲，谷歌母公司 Alphabet 营收超预期","subtitle":"","subtitle_show":0,"pub_time":1730232416000,"source_id":"reuters_news_zh","language":"zh","url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20241029:nL4S3M52H1:3","is_publish_highlight":0,"symbols_score_info":{"AMZN":0.9,"GOOGL":0.9},"rights":null},{"id":78980,"article_id":"2479590382","title":"谷歌母公司 Alphabet 季度营收超预期","subtitle":"","subtitle_show":0,"pub_time":1730232250000,"source_id":"Reuters_global","language":"zh","url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_publish_highlight":0,"symbols_score_info":{"GOOG":1,"GOOGL":1},"rights":null},{"id":78990,"article_id":"2479590342","title":"Google parent Alphabet beats quarterly revenue estimates","subtitle":"","subtitle_show":0,"pub_time":1730232246000,"source_id":"Reuters_global","language":"en","url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_publish_highlight":0,"symbols_score_info":{"GOOG":1,"GOOGL":1},"rights":null},{"id":78999,"article_id":"2479259152","title":"Alphabet Google Cloud Revenues Increased 35%, Google Services Revenues Increased 13%","subtitle":"","subtitle_show":0,"pub_time":1730232225000,"source_id":"benzinga_earnings","language":"en","url":"https://www.benzinga.com/news/earnings/24/10/41610302/alphabet-google-cloud-revenues-increased-35-google-services-revenues-increased-13","is_publish_highlight":0,"symbols_score_info":{"GOOG":1,"GOOGL":1},"rights":null},{"id":78985,"article_id":"2479825917","title":"谷歌母公司三季度营收882.7亿美元，预期864.5亿美元","subtitle":"","subtitle_show":0,"pub_time":1730232211000,"source_id":"wallstreetcn_hot_news","language":"zh","url":"https://wallstreetcn.com/articles/3732255","is_publish_highlight":0,"symbols_score_info":{"GOOG":1,"GOOGL":1},"rights":null},{"id":79001,"article_id":"2479259738","title":"Alphabet Inc Q3 Google Cloud REV $11,353  Mln VS Ibes Estimate $10,863 Mln","subtitle":"","subtitle_show":0,"pub_time":1730232180628,"source_id":"reuters_en_live","language":"en","url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20241029:nFWN3M51JU:3","is_publish_highlight":0,"symbols_score_info":{"GOOGL":0.9},"rights":null},{"id":79003,"article_id":"2479151259","title":"Alphabet Q3 2024 GAAP EPS $2.12 Beats $1.84 Estimate, Sales $88.268B Beat $86.312B Estimate","subtitle":"","subtitle_show":0,"pub_time":1730232175000,"source_id":"benzinga_earnings","language":"en","url":"https://www.benzinga.com/news/earnings/24/10/41610275/alphabet-q3-2024-gaap-eps-2-12-beats-1-84-estimate-sales-88-268b-beat-86-312b-estimate","is_publish_highlight":0,"symbols_score_info":{"GOOG":1,"GOOGL":1},"rights":null}],"views":[],"tweetList":[{"id":365418147532864,"gmtCreate":1730248395539,"gmtModify":1730248397823,"author":{"id":"3525842395103999","authorId":"3525842395103999","name":"彝家阿黑哥","avatar":"https://static.tigerbbs.com/6cc6b3ae782876f9a394aed9d99d2311","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3525842395103999","authorIdStr":"3525842395103999"},"themes":[],"htmlText":"goog的确强大","listText":"goog的确强大","text":"goog的确强大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365418147532864","repostId":"1121088839","repostType":2,"repost":{"id":"1121088839","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1730236323,"share":"https://www.laohu8.com/m/news/1121088839?lang=&edition=full","pubTime":"2024-10-30 05:12","market":"us","language":"zh","title":"AI动力十足！谷歌三季度云收入劲增35%，总营收意外提速，盘后涨超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1121088839","media":"老虎资讯综合","summary":"今年第三季度，谷歌母公司Alphabet各主要业务收入全线超预期增长，包括二季度拖后腿的YouTube广告，人工智能技术应用对云业务的推动更是超出华尔街预期，助谷歌云收入增速跃升至30%以上。1）主要财务数据营收：三季度营业收入约882.7亿美元，同比增长15.1%，分析师预期864.5亿美元，二季度同比增长13.6%。搜索：谷歌广告业务中，三季度谷歌搜索和其他业务营收493.9亿美元，同比增长12.2%，分析师预期490.8亿美元，二季度同比增长13.8%。财报公布后，谷歌盘后涨超6%。","content":"<html><head></head><body><blockquote><p><strong>三季度谷歌母公司Alphabet总营收同比增长15%，EPS盈利增近37%远超预期；各业务中云营收增长最迅猛，云业务营业利润同比增超六倍、均再创单季新高；资本支出在二季度环比增近10%后转降0.9%，略高于预期；三季度广告收入增逾10%，其中谷歌搜索和YouTube广告的营收连续两季放缓，仍高于预期；YouTube广告和订阅总收入一年来首次单季突破500亿美元。CEO称，多模态AI助手Astra最快明年推出；超25%的谷歌新代码由AI编写。</strong></p></blockquote><p><strong>【<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221813755261429770%22,%22type%22:1%7D\" title=\"谷歌业绩会\" target=\"_blank\" class=\"\">谷歌业绩会</a>】</strong></p><p>文章来源：华尔街见闻</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79ba8d61f31cd926e3a154614d069b71\" tg-width=\"1080\" tg-height=\"1080\"/></p><p style=\"text-align: justify;\">今年第三季度，谷歌母公司Alphabet各主要业务收入全线超预期增长，包括二季度拖后腿的YouTube广告，人工智能（AI）技术应用对云业务的推动更是超出华尔街预期，助谷歌云收入更迅猛增长，增速超过30%。</p><p style=\"text-align: justify;\">美东时间10月29日周二美股盘后，Alphabet公布截至2024年9月30日的公司第三财季（下称三季度）财务数据。</p><p style=\"text-align: justify;\"><strong>1）主要财务数据</strong></p><blockquote><p style=\"text-align: justify;\"><strong>营收</strong>：三季度营业收入约882.7亿美元，同比增长15.1%，分析师预期864.5亿美元，二季度同比增长13.6%。</p><p style=\"text-align: justify;\"><strong>EPS</strong>：三季度稀释后每股收益（EPS）为2.12美元，同比增长36.8%，分析师预期1.84美元，二季度同比增长31.3%。</p><p style=\"text-align: justify;\"><strong>营业利润</strong>：三季度营业利润约为285.2亿美元，同比增长33.6%，分析师预期266.7亿美元，二季度同比增长25.6%；三季度营业利润率32%，同比升4个百分点，分析师预期31.4%，二季度同比升3个百分点至32%。</p><p style=\"text-align: justify;\"><strong>净利润</strong>：三季度净利润263亿美元，同比增长33.6%，分析师预期228亿美元，二季度同比增长28.9%。</p><p style=\"text-align: justify;\"><strong>资本支出</strong>：三季度资本支出130.6亿美元，分析师预期128.8亿美元，二季度环比增长近10%至131.86亿美元。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c5e48448d6517c9168132fe78ccb2ba\" title=\"\" tg-width=\"1080\" tg-height=\"1350\"/></p><p style=\"text-align: justify;\"><strong>2）细分业务数据</strong></p><blockquote><p style=\"text-align: justify;\"><strong>广告</strong>：三季度谷歌广告业务营收约为658.5亿美元，同比增长10.4%，分析师预期655亿美元，二季度同比增长11.1%；其中，三季度YouTube广告营收89.2亿美元，同比增长12.2%，分析师预期88.9亿美元，二季度同比增长13%；三季度AdSense等谷歌网络业务营收75.5亿美元，同比下降1.6%，分析师预期74.1亿美元，二季度同比下降5.2%。</p><p style=\"text-align: justify;\"><strong>搜索</strong>：谷歌广告业务中，三季度谷歌搜索和其他业务营收493.9亿美元，同比增长12.2%，分析师预期490.8亿美元，二季度同比增长13.8%。</p><p style=\"text-align: justify;\"><strong>谷歌云</strong>：三季度谷歌云营收113.5亿美元，同比增长约35%，分析师预期107.9亿美元，二季度同比增长28.8%；谷歌云营业利润约19.5亿美元，同比增长632%，分析师预期11.1亿美元。</p><p style=\"text-align: justify;\"><strong>订阅、平台和设备</strong>：三季度Play Store等谷歌订阅、平台和设备业务营收106.6亿美元，同比增长27.8%，分析师预期97.9亿美元，二季度同比增长14.4%。</p><p style=\"text-align: justify;\"><strong>其他押注</strong>：三季度自动驾驶公司Waymo等其他押注业务营收3.88亿美元，同比增长30.6%，分析师预期3.779亿美元，三季度其他押注营业亏损11.2亿美元，较去年同期亏损收窄6.5%，分析师预期的11.6亿美元。</p><p style=\"text-align: justify;\"><strong>TAC</strong>：三季度支付给合作伙伴的流量获取成本（TAC）为137.2亿美元，同比增长8.5%，二季度同比增长6.8%。</p></blockquote><p style=\"text-align: justify;\">财报公布后，谷歌盘后涨超6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0e28d6a179e4cf5ab4697b5200cc190\" title=\"\" tg-width=\"892\" tg-height=\"514\"/></p><h2 id=\"id_2143819155\" style=\"text-align: start;\">三季度总营收增长15% EPS远超预期 云营收最迅猛、再创新高</h2><p style=\"text-align: justify;\">财报显示，三季度Alphabet总营收保持10%以上的两位数增长，且并未如分析师预期的增速较二季度的13.6%放缓至12.7%，反而提速至15.1%。EPS盈利增长更是远超预期，三季度保持30%以上的增速，还较二季度的31%左右有所加快至36.8%，未如分析师所料较二季度增速大幅放缓至18.7%。</p><p style=\"text-align: justify;\">各大业务中，被视为未来增长引擎的谷歌云收入增长最为迅猛，凸显了AI的推动力。</p><p style=\"text-align: justify;\">三季度谷歌云业务收入出乎华尔街预料加速增长，分析师预计同比增长约28.3%，增速略低于二季度的将近29%，而谷歌云实际增速超过了30%，约为35%。三季度谷歌云的营收刷新了二季度首次突破100亿美元所创的单季最高纪录，该业务的营业利润同比增长超六倍，远超分析师预期的增逾四倍，较二季度超过10亿美元所创的营业利润前纪录高66%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7958b4e153e9b493e06f77609759d570\" title=\"\" tg-width=\"680\" tg-height=\"482\"/></p><p style=\"text-align: justify;\">云业务是科技巨头目前最明显受益于生成式AI应用的业务。今年谷歌等科技巨头的二季度财报公布后，德意志银行分析指出，到目前为止，这些公司的AI方面收入主要局限于云领域，企业在这一领域训练和运行AI模型。在云业务之外，投资回报的迹象更多是定性而非定量的，AI投资的回报还难以用具体数字衡量。。</p><p style=\"text-align: justify;\">Alphabet兼谷歌CEO Sundar Pichai在公布财报的公告中指出，公司长期专注并投资于AI，正在通过消费者与合作伙伴受益于AI工具而获得回报。</p><blockquote><p style=\"text-align: justify;\">“在搜索方面，我们新的 AI 功能正在扩展人们的搜索范围和搜索方式。在云端，我们的AI解决方案正在帮助现有客户更深入地应用产品，并吸引新客户，以及赢得更大的交易。”</p></blockquote><h2 id=\"id_2763824833\" style=\"text-align: start;\">资本支出在二季度环比猛增后转降</h2><p style=\"text-align: justify;\">华尔街见闻此前提到，今年二季度Alphabet的营收和盈利均超预期增长，股价在财报公布后一周多时间还累跌超8%。这一市场表现显示，投资者对科技企业通过大举投入AI获利的做法越来越没有耐心。市场对巨额AI投资的回报担忧日益加剧，而二季度业绩电话会上Pichai强调，Alphabet在AI领域投资不足的风险远远大于过度投资的风险。</p><p style=\"text-align: justify;\">本次公布的财报显示，三季度Alphabet的资本支出未延续二季度的激增势头，在二季度环比增长近10%后，三季度的资本支出环比下降逾0.9%。但还高于分析师预期，分析师预计三季度资本支出环比下降2.3%。</p><p style=\"text-align: justify;\">Alphabet称，预计2025年公司的资本开支将进一步扩大。公司侧重于效率，从而为AI的投入腾出资金。</p><p style=\"text-align: justify;\">有评论称，三季度资本支出金额只比华尔街预期高出约2亿美元，并不是一个巨大的差异，而且Alphabet核心业务的利润增长弥补了这一损失。</p><h2 id=\"id_2324348579\" style=\"text-align: start;\">谷歌搜索和YouTube广告营收连续两季放缓 仍高于预期</h2><p style=\"text-align: justify;\">三季度谷歌的核心业务广告收入较二季度11.1%的增速略为放缓，仍有两位数，放缓程度低于预期，分析师预计增速回落至将近10%。</p><p style=\"text-align: justify;\">广告业务中，谷歌搜索和YouTube的营收均连续两个季度增长放缓，暗示广告业务的困境。市场研究机构Emarketer预计，与哦于亚马逊等对手的竞争加剧，明年，谷歌的搜索广告业务所占市场份额将跌至不足50%。</p><p style=\"text-align: justify;\">不过搜索和YouTube营收的放缓程度均低于分析师预期。即使二季度曾拖累广告业务增长放缓的Youtube广告收入也超预期增长。</p><p style=\"text-align: justify;\">分析师预期YouTube广告收入三季度增速较二季度的13%放缓至11.8%，财报公布的YouTube广告收入增速还超过12%。</p><p style=\"text-align: justify;\">CEO Pichai在公布财报时透露，YouTube三季度的广告和订阅合计收入超过500亿美元，最近四个季度内首次单季总收入突破500亿的关口。</p><p style=\"text-align: justify;\">关于YouTube，有一个有趣的数字可以体现成绩。谷歌2006年以16.5亿美元收购了YouTube，以三季度报告的数据估算，现在YouTube广告大概每17天就未谷歌创收16.5亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7323bc5bd5ca1b1df0896e1d1a294a0\" title=\"\" tg-width=\"764\" tg-height=\"517\"/></p><h2 id=\"id_3887461778\" style=\"text-align: start;\">多模态AI助手Astra最快明年推出</h2><p style=\"text-align: justify;\">Pichai在业绩电话会上列出了一些AI方面取得的成绩：在谷歌，超过25%的新代码已经由AI编写；AI Overviews提高了用户的搜索满意度。</p><p style=\"text-align: justify;\">Pichai还提到了名为Astra的多模态AI项目，说“（谷歌）正在打造一种体验，让AI能够看到并推理你周围的世界。Astra项目是未来的一瞥。我们正在努力最快2025年推出这样的体验。”</p><p style=\"text-align: justify;\">Pichai的以上讲话意味着，Astra的正式推出时间推迟。</p><p style=\"text-align: justify;\">今年5月谷歌在 I/O 开发者大会上展示了Astra项目的原型，对标OpenAI的 GPT-4o 与 Sora。谷歌当时演示了，用户打开摄像头，Astra就可以直接解释用户画面中物品，还能解释屏幕上的代码。谷歌当时称Astra将成为最强大、最先进的AI助手，今年晚些时候推出。</p><p style=\"text-align: justify;\">上周末华尔街见闻提到，媒体称谷歌正在开发可控制计算机的AI，它可以接管用户的浏览器，以帮助消费者完成诸如收集研究、购买产品或预订航班等各种日常任务，预计最早在12月预览这款新的AI产品。从Pichai的表态看来，这种服务可能今年内都不会问世，除非它和Astra无关。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI动力十足！谷歌三季度云收入劲增35%，总营收意外提速，盘后涨超6%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI动力十足！谷歌三季度云收入劲增35%，总营收意外提速，盘后涨超6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-10-30 05:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p><strong>三季度谷歌母公司Alphabet总营收同比增长15%，EPS盈利增近37%远超预期；各业务中云营收增长最迅猛，云业务营业利润同比增超六倍、均再创单季新高；资本支出在二季度环比增近10%后转降0.9%，略高于预期；三季度广告收入增逾10%，其中谷歌搜索和YouTube广告的营收连续两季放缓，仍高于预期；YouTube广告和订阅总收入一年来首次单季突破500亿美元。CEO称，多模态AI助手Astra最快明年推出；超25%的谷歌新代码由AI编写。</strong></p></blockquote><p><strong>【<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221813755261429770%22,%22type%22:1%7D\" title=\"谷歌业绩会\" target=\"_blank\" class=\"\">谷歌业绩会</a>】</strong></p><p>文章来源：华尔街见闻</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79ba8d61f31cd926e3a154614d069b71\" tg-width=\"1080\" tg-height=\"1080\"/></p><p style=\"text-align: justify;\">今年第三季度，谷歌母公司Alphabet各主要业务收入全线超预期增长，包括二季度拖后腿的YouTube广告，人工智能（AI）技术应用对云业务的推动更是超出华尔街预期，助谷歌云收入更迅猛增长，增速超过30%。</p><p style=\"text-align: justify;\">美东时间10月29日周二美股盘后，Alphabet公布截至2024年9月30日的公司第三财季（下称三季度）财务数据。</p><p style=\"text-align: justify;\"><strong>1）主要财务数据</strong></p><blockquote><p style=\"text-align: justify;\"><strong>营收</strong>：三季度营业收入约882.7亿美元，同比增长15.1%，分析师预期864.5亿美元，二季度同比增长13.6%。</p><p style=\"text-align: justify;\"><strong>EPS</strong>：三季度稀释后每股收益（EPS）为2.12美元，同比增长36.8%，分析师预期1.84美元，二季度同比增长31.3%。</p><p style=\"text-align: justify;\"><strong>营业利润</strong>：三季度营业利润约为285.2亿美元，同比增长33.6%，分析师预期266.7亿美元，二季度同比增长25.6%；三季度营业利润率32%，同比升4个百分点，分析师预期31.4%，二季度同比升3个百分点至32%。</p><p style=\"text-align: justify;\"><strong>净利润</strong>：三季度净利润263亿美元，同比增长33.6%，分析师预期228亿美元，二季度同比增长28.9%。</p><p style=\"text-align: justify;\"><strong>资本支出</strong>：三季度资本支出130.6亿美元，分析师预期128.8亿美元，二季度环比增长近10%至131.86亿美元。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c5e48448d6517c9168132fe78ccb2ba\" title=\"\" tg-width=\"1080\" tg-height=\"1350\"/></p><p style=\"text-align: justify;\"><strong>2）细分业务数据</strong></p><blockquote><p style=\"text-align: justify;\"><strong>广告</strong>：三季度谷歌广告业务营收约为658.5亿美元，同比增长10.4%，分析师预期655亿美元，二季度同比增长11.1%；其中，三季度YouTube广告营收89.2亿美元，同比增长12.2%，分析师预期88.9亿美元，二季度同比增长13%；三季度AdSense等谷歌网络业务营收75.5亿美元，同比下降1.6%，分析师预期74.1亿美元，二季度同比下降5.2%。</p><p style=\"text-align: justify;\"><strong>搜索</strong>：谷歌广告业务中，三季度谷歌搜索和其他业务营收493.9亿美元，同比增长12.2%，分析师预期490.8亿美元，二季度同比增长13.8%。</p><p style=\"text-align: justify;\"><strong>谷歌云</strong>：三季度谷歌云营收113.5亿美元，同比增长约35%，分析师预期107.9亿美元，二季度同比增长28.8%；谷歌云营业利润约19.5亿美元，同比增长632%，分析师预期11.1亿美元。</p><p style=\"text-align: justify;\"><strong>订阅、平台和设备</strong>：三季度Play Store等谷歌订阅、平台和设备业务营收106.6亿美元，同比增长27.8%，分析师预期97.9亿美元，二季度同比增长14.4%。</p><p style=\"text-align: justify;\"><strong>其他押注</strong>：三季度自动驾驶公司Waymo等其他押注业务营收3.88亿美元，同比增长30.6%，分析师预期3.779亿美元，三季度其他押注营业亏损11.2亿美元，较去年同期亏损收窄6.5%，分析师预期的11.6亿美元。</p><p style=\"text-align: justify;\"><strong>TAC</strong>：三季度支付给合作伙伴的流量获取成本（TAC）为137.2亿美元，同比增长8.5%，二季度同比增长6.8%。</p></blockquote><p style=\"text-align: justify;\">财报公布后，谷歌盘后涨超6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0e28d6a179e4cf5ab4697b5200cc190\" title=\"\" tg-width=\"892\" tg-height=\"514\"/></p><h2 id=\"id_2143819155\" style=\"text-align: start;\">三季度总营收增长15% EPS远超预期 云营收最迅猛、再创新高</h2><p style=\"text-align: justify;\">财报显示，三季度Alphabet总营收保持10%以上的两位数增长，且并未如分析师预期的增速较二季度的13.6%放缓至12.7%，反而提速至15.1%。EPS盈利增长更是远超预期，三季度保持30%以上的增速，还较二季度的31%左右有所加快至36.8%，未如分析师所料较二季度增速大幅放缓至18.7%。</p><p style=\"text-align: justify;\">各大业务中，被视为未来增长引擎的谷歌云收入增长最为迅猛，凸显了AI的推动力。</p><p style=\"text-align: justify;\">三季度谷歌云业务收入出乎华尔街预料加速增长，分析师预计同比增长约28.3%，增速略低于二季度的将近29%，而谷歌云实际增速超过了30%，约为35%。三季度谷歌云的营收刷新了二季度首次突破100亿美元所创的单季最高纪录，该业务的营业利润同比增长超六倍，远超分析师预期的增逾四倍，较二季度超过10亿美元所创的营业利润前纪录高66%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7958b4e153e9b493e06f77609759d570\" title=\"\" tg-width=\"680\" tg-height=\"482\"/></p><p style=\"text-align: justify;\">云业务是科技巨头目前最明显受益于生成式AI应用的业务。今年谷歌等科技巨头的二季度财报公布后，德意志银行分析指出，到目前为止，这些公司的AI方面收入主要局限于云领域，企业在这一领域训练和运行AI模型。在云业务之外，投资回报的迹象更多是定性而非定量的，AI投资的回报还难以用具体数字衡量。。</p><p style=\"text-align: justify;\">Alphabet兼谷歌CEO Sundar Pichai在公布财报的公告中指出，公司长期专注并投资于AI，正在通过消费者与合作伙伴受益于AI工具而获得回报。</p><blockquote><p style=\"text-align: justify;\">“在搜索方面，我们新的 AI 功能正在扩展人们的搜索范围和搜索方式。在云端，我们的AI解决方案正在帮助现有客户更深入地应用产品，并吸引新客户，以及赢得更大的交易。”</p></blockquote><h2 id=\"id_2763824833\" style=\"text-align: start;\">资本支出在二季度环比猛增后转降</h2><p style=\"text-align: justify;\">华尔街见闻此前提到，今年二季度Alphabet的营收和盈利均超预期增长，股价在财报公布后一周多时间还累跌超8%。这一市场表现显示，投资者对科技企业通过大举投入AI获利的做法越来越没有耐心。市场对巨额AI投资的回报担忧日益加剧，而二季度业绩电话会上Pichai强调，Alphabet在AI领域投资不足的风险远远大于过度投资的风险。</p><p style=\"text-align: justify;\">本次公布的财报显示，三季度Alphabet的资本支出未延续二季度的激增势头，在二季度环比增长近10%后，三季度的资本支出环比下降逾0.9%。但还高于分析师预期，分析师预计三季度资本支出环比下降2.3%。</p><p style=\"text-align: justify;\">Alphabet称，预计2025年公司的资本开支将进一步扩大。公司侧重于效率，从而为AI的投入腾出资金。</p><p style=\"text-align: justify;\">有评论称，三季度资本支出金额只比华尔街预期高出约2亿美元，并不是一个巨大的差异，而且Alphabet核心业务的利润增长弥补了这一损失。</p><h2 id=\"id_2324348579\" style=\"text-align: start;\">谷歌搜索和YouTube广告营收连续两季放缓 仍高于预期</h2><p style=\"text-align: justify;\">三季度谷歌的核心业务广告收入较二季度11.1%的增速略为放缓，仍有两位数，放缓程度低于预期，分析师预计增速回落至将近10%。</p><p style=\"text-align: justify;\">广告业务中，谷歌搜索和YouTube的营收均连续两个季度增长放缓，暗示广告业务的困境。市场研究机构Emarketer预计，与哦于亚马逊等对手的竞争加剧，明年，谷歌的搜索广告业务所占市场份额将跌至不足50%。</p><p style=\"text-align: justify;\">不过搜索和YouTube营收的放缓程度均低于分析师预期。即使二季度曾拖累广告业务增长放缓的Youtube广告收入也超预期增长。</p><p style=\"text-align: justify;\">分析师预期YouTube广告收入三季度增速较二季度的13%放缓至11.8%，财报公布的YouTube广告收入增速还超过12%。</p><p style=\"text-align: justify;\">CEO Pichai在公布财报时透露，YouTube三季度的广告和订阅合计收入超过500亿美元，最近四个季度内首次单季总收入突破500亿的关口。</p><p style=\"text-align: justify;\">关于YouTube，有一个有趣的数字可以体现成绩。谷歌2006年以16.5亿美元收购了YouTube，以三季度报告的数据估算，现在YouTube广告大概每17天就未谷歌创收16.5亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7323bc5bd5ca1b1df0896e1d1a294a0\" title=\"\" tg-width=\"764\" tg-height=\"517\"/></p><h2 id=\"id_3887461778\" style=\"text-align: start;\">多模态AI助手Astra最快明年推出</h2><p style=\"text-align: justify;\">Pichai在业绩电话会上列出了一些AI方面取得的成绩：在谷歌，超过25%的新代码已经由AI编写；AI Overviews提高了用户的搜索满意度。</p><p style=\"text-align: justify;\">Pichai还提到了名为Astra的多模态AI项目，说“（谷歌）正在打造一种体验，让AI能够看到并推理你周围的世界。Astra项目是未来的一瞥。我们正在努力最快2025年推出这样的体验。”</p><p style=\"text-align: justify;\">Pichai的以上讲话意味着，Astra的正式推出时间推迟。</p><p style=\"text-align: justify;\">今年5月谷歌在 I/O 开发者大会上展示了Astra项目的原型，对标OpenAI的 GPT-4o 与 Sora。谷歌当时演示了，用户打开摄像头，Astra就可以直接解释用户画面中物品，还能解释屏幕上的代码。谷歌当时称Astra将成为最强大、最先进的AI助手，今年晚些时候推出。</p><p style=\"text-align: justify;\">上周末华尔街见闻提到，媒体称谷歌正在开发可控制计算机的AI，它可以接管用户的浏览器，以帮助消费者完成诸如收集研究、购买产品或预订航班等各种日常任务，预计最早在12月预览这款新的AI产品。从Pichai的表态看来，这种服务可能今年内都不会问世，除非它和Astra无关。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f348812ea39b45cad3d64af127992eb9","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://wallstreetcn.com/articles/3732255","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121088839","content_text":"三季度谷歌母公司Alphabet总营收同比增长15%，EPS盈利增近37%远超预期；各业务中云营收增长最迅猛，云业务营业利润同比增超六倍、均再创单季新高；资本支出在二季度环比增近10%后转降0.9%，略高于预期；三季度广告收入增逾10%，其中谷歌搜索和YouTube广告的营收连续两季放缓，仍高于预期；YouTube广告和订阅总收入一年来首次单季突破500亿美元。CEO称，多模态AI助手Astra最快明年推出；超25%的谷歌新代码由AI编写。【谷歌业绩会】文章来源：华尔街见闻今年第三季度，谷歌母公司Alphabet各主要业务收入全线超预期增长，包括二季度拖后腿的YouTube广告，人工智能（AI）技术应用对云业务的推动更是超出华尔街预期，助谷歌云收入更迅猛增长，增速超过30%。美东时间10月29日周二美股盘后，Alphabet公布截至2024年9月30日的公司第三财季（下称三季度）财务数据。1）主要财务数据营收：三季度营业收入约882.7亿美元，同比增长15.1%，分析师预期864.5亿美元，二季度同比增长13.6%。EPS：三季度稀释后每股收益（EPS）为2.12美元，同比增长36.8%，分析师预期1.84美元，二季度同比增长31.3%。营业利润：三季度营业利润约为285.2亿美元，同比增长33.6%，分析师预期266.7亿美元，二季度同比增长25.6%；三季度营业利润率32%，同比升4个百分点，分析师预期31.4%，二季度同比升3个百分点至32%。净利润：三季度净利润263亿美元，同比增长33.6%，分析师预期228亿美元，二季度同比增长28.9%。资本支出：三季度资本支出130.6亿美元，分析师预期128.8亿美元，二季度环比增长近10%至131.86亿美元。2）细分业务数据广告：三季度谷歌广告业务营收约为658.5亿美元，同比增长10.4%，分析师预期655亿美元，二季度同比增长11.1%；其中，三季度YouTube广告营收89.2亿美元，同比增长12.2%，分析师预期88.9亿美元，二季度同比增长13%；三季度AdSense等谷歌网络业务营收75.5亿美元，同比下降1.6%，分析师预期74.1亿美元，二季度同比下降5.2%。搜索：谷歌广告业务中，三季度谷歌搜索和其他业务营收493.9亿美元，同比增长12.2%，分析师预期490.8亿美元，二季度同比增长13.8%。谷歌云：三季度谷歌云营收113.5亿美元，同比增长约35%，分析师预期107.9亿美元，二季度同比增长28.8%；谷歌云营业利润约19.5亿美元，同比增长632%，分析师预期11.1亿美元。订阅、平台和设备：三季度Play Store等谷歌订阅、平台和设备业务营收106.6亿美元，同比增长27.8%，分析师预期97.9亿美元，二季度同比增长14.4%。其他押注：三季度自动驾驶公司Waymo等其他押注业务营收3.88亿美元，同比增长30.6%，分析师预期3.779亿美元，三季度其他押注营业亏损11.2亿美元，较去年同期亏损收窄6.5%，分析师预期的11.6亿美元。TAC：三季度支付给合作伙伴的流量获取成本（TAC）为137.2亿美元，同比增长8.5%，二季度同比增长6.8%。财报公布后，谷歌盘后涨超6%。三季度总营收增长15% EPS远超预期 云营收最迅猛、再创新高财报显示，三季度Alphabet总营收保持10%以上的两位数增长，且并未如分析师预期的增速较二季度的13.6%放缓至12.7%，反而提速至15.1%。EPS盈利增长更是远超预期，三季度保持30%以上的增速，还较二季度的31%左右有所加快至36.8%，未如分析师所料较二季度增速大幅放缓至18.7%。各大业务中，被视为未来增长引擎的谷歌云收入增长最为迅猛，凸显了AI的推动力。三季度谷歌云业务收入出乎华尔街预料加速增长，分析师预计同比增长约28.3%，增速略低于二季度的将近29%，而谷歌云实际增速超过了30%，约为35%。三季度谷歌云的营收刷新了二季度首次突破100亿美元所创的单季最高纪录，该业务的营业利润同比增长超六倍，远超分析师预期的增逾四倍，较二季度超过10亿美元所创的营业利润前纪录高66%。云业务是科技巨头目前最明显受益于生成式AI应用的业务。今年谷歌等科技巨头的二季度财报公布后，德意志银行分析指出，到目前为止，这些公司的AI方面收入主要局限于云领域，企业在这一领域训练和运行AI模型。在云业务之外，投资回报的迹象更多是定性而非定量的，AI投资的回报还难以用具体数字衡量。。Alphabet兼谷歌CEO Sundar Pichai在公布财报的公告中指出，公司长期专注并投资于AI，正在通过消费者与合作伙伴受益于AI工具而获得回报。“在搜索方面，我们新的 AI 功能正在扩展人们的搜索范围和搜索方式。在云端，我们的AI解决方案正在帮助现有客户更深入地应用产品，并吸引新客户，以及赢得更大的交易。”资本支出在二季度环比猛增后转降华尔街见闻此前提到，今年二季度Alphabet的营收和盈利均超预期增长，股价在财报公布后一周多时间还累跌超8%。这一市场表现显示，投资者对科技企业通过大举投入AI获利的做法越来越没有耐心。市场对巨额AI投资的回报担忧日益加剧，而二季度业绩电话会上Pichai强调，Alphabet在AI领域投资不足的风险远远大于过度投资的风险。本次公布的财报显示，三季度Alphabet的资本支出未延续二季度的激增势头，在二季度环比增长近10%后，三季度的资本支出环比下降逾0.9%。但还高于分析师预期，分析师预计三季度资本支出环比下降2.3%。Alphabet称，预计2025年公司的资本开支将进一步扩大。公司侧重于效率，从而为AI的投入腾出资金。有评论称，三季度资本支出金额只比华尔街预期高出约2亿美元，并不是一个巨大的差异，而且Alphabet核心业务的利润增长弥补了这一损失。谷歌搜索和YouTube广告营收连续两季放缓 仍高于预期三季度谷歌的核心业务广告收入较二季度11.1%的增速略为放缓，仍有两位数，放缓程度低于预期，分析师预计增速回落至将近10%。广告业务中，谷歌搜索和YouTube的营收均连续两个季度增长放缓，暗示广告业务的困境。市场研究机构Emarketer预计，与哦于亚马逊等对手的竞争加剧，明年，谷歌的搜索广告业务所占市场份额将跌至不足50%。不过搜索和YouTube营收的放缓程度均低于分析师预期。即使二季度曾拖累广告业务增长放缓的Youtube广告收入也超预期增长。分析师预期YouTube广告收入三季度增速较二季度的13%放缓至11.8%，财报公布的YouTube广告收入增速还超过12%。CEO Pichai在公布财报时透露，YouTube三季度的广告和订阅合计收入超过500亿美元，最近四个季度内首次单季总收入突破500亿的关口。关于YouTube，有一个有趣的数字可以体现成绩。谷歌2006年以16.5亿美元收购了YouTube，以三季度报告的数据估算，现在YouTube广告大概每17天就未谷歌创收16.5亿美元。多模态AI助手Astra最快明年推出Pichai在业绩电话会上列出了一些AI方面取得的成绩：在谷歌，超过25%的新代码已经由AI编写；AI Overviews提高了用户的搜索满意度。Pichai还提到了名为Astra的多模态AI项目，说“（谷歌）正在打造一种体验，让AI能够看到并推理你周围的世界。Astra项目是未来的一瞥。我们正在努力最快2025年推出这样的体验。”Pichai的以上讲话意味着，Astra的正式推出时间推迟。今年5月谷歌在 I/O 开发者大会上展示了Astra项目的原型，对标OpenAI的 GPT-4o 与 Sora。谷歌当时演示了，用户打开摄像头，Astra就可以直接解释用户画面中物品，还能解释屏幕上的代码。谷歌当时称Astra将成为最强大、最先进的AI助手，今年晚些时候推出。上周末华尔街见闻提到，媒体称谷歌正在开发可控制计算机的AI，它可以接管用户的浏览器，以帮助消费者完成诸如收集研究、购买产品或预订航班等各种日常任务，预计最早在12月预览这款新的AI产品。从Pichai的表态看来，这种服务可能今年内都不会问世，除非它和Astra无关。","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}]}