Sundar Pichai – Alphabet, Inc. Transitioning to an AI first company ” I’m really happy with how we are transitioning to an AI-first company. The Google Assistant is one of our first steps towards that future. This quarter, we brought … Continued
Ruth Porat – Alphabet, Inc. Sundar Pichai – Alphabet, Inc. Computing is moving from a mobile first to AI first architecture “First, machine learning and access to information. As I’ve shared before, computing is moving from a mobile-first to AI-first … Continued
Sridhar Ramaswamy – Senior Vice President, Ads and Commerce of Google Inc. Machine learning has been an integral part of our system since 2003. New methods have come along. “machine learning has been an integral part of the ad system … Continued
Ruth Porat, CFO & Senior VP Advertising especially mobile search is driving top line growth “For the quarter, our consolidated revenue grew 25% in constant currency versus last year. Once again, the primary driver was the increased use of Mobile … Continued
Ruth Porat – Chief Financial Officer & Senior Vice President US revenue up 21% y/y “U.S. revenue was up 21% year-over-year to $9.4 billion and down 9% versus Q4. UK revenue was up 15% year-over-year to $1.9 billion and flat … Continued
Alphabet (GOOG) Q4 2015 Results Ruth Porat – Chief Financial Officer & Senior Vice President “Other Bets” says something about Google’s psychology “With a move to our new Alphabet structure, we conducted a detailed review of business opportunities and investment … Continued
10 years from now everything will be different again in ways no one can predict “computing transforms people’s lives, we’ve gone from the PC revolution to the Internet revolution to the mobile revolution. And 10 years from now, everything will … Continued
Jeremy S., an investment analyst here in Southern California, has started to contribute to Avondale’s company notes database. Below are quotes from some of the calls that Jeremy has read this week. Amazon (AMZN) CEO Jeff Bezos highlights several … Continued
If currency trends persist, FX headwinds will continue to impact our results “the U.S. dollar has continued to strengthen, which resulted in a gross negative currency impact on our revenues of $1.1 billion for the quarter. Even after the significant … Continued
This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha Revenue up 22% y/y, … Continued