Google missed big

Was wondering why they reported in the middle of the day... just looked it up and wow LOL

In a statement, Google said the report was released ahead of schedule after R.R. Donnelley, the company’s financial printer, “filed our draft 8K earnings statement without authorization.” The report was originally scheduled for after the closing bell.

We have ceased trading on Nasdaq while we work to finalize the document,” the company said in a statement, saying it would release its full report “once it’s finalized.” Google will hold a conference call at 4:30 p.m. Eastern to discuss the results.
Click to expand...
 


dchuk said:
probably would have also helped to know in advance of the accidental early release of the financials.
Click to expand...

Well..the strategy would have still worked out fine even if earnings were reported aftermarket. Google has had a crazy run up since June. Difference is how much in gains you would have taken. Since this was release during trading hours, the instant reaction is more severe than it would have been trading after hours.
 
mituozo said:
You do realise that when one site gets penalised, another site replaces it, right?
Click to expand...

... when you knock a MFA optimized site out of the SERPs and replace it with a non-profit .ORG or something. You don't get those adsense earning back.

Do YOU realise this, right?
 
Hav3n said:
... when you knock a MFA optimized site out of the SERPs and replace it with a non-profit .ORG or something. You don't get those adsense earning back.

Do YOU realise this, right?
Click to expand...

very true. you would think they'd give Adsense sites a little bit of favoritism as it earns them money but nope.jpg
 
Rusky said:
Google was on a roll with the updates. Maybe this will halt the process a little.
Click to expand...

As investors, we should use our investor algorithm to determine whether or not they are "reacting" to these financial updates and rank them in our portfolios accordingly.
 
Hav3n said:
... when you knock a MFA optimized site out of the SERPs and replace it with a non-profit .ORG or something. You don't get those adsense earning back.

Do YOU realise this, right?
Click to expand...

I doubt this is because of a decline in impressions. CPC prices have been plummeting across the board, which has a much bigger effect on Google's bottom line than the overall number of impressions.
 
Hav3n said:
... when you knock a MFA optimized site out of the SERPs and replace it with a non-profit .ORG or something. You don't get those adsense earning back.

Do YOU realise this, right?
Click to expand...

I can't imagine MFA sites making up any sort of sizable amount of Google's revenue. Something like 70% of ad revenue comes from the Search Network anyways, and because of how Adsense payouts work, they can adjust for any dips in clicks because of missing MFA sites by increasing their margin on payouts.
 
I love Google as a search engine, most of the time.

I think they got it covered boys.

Qr8zfh.jpg
 
Only question now remains is whether the whole advertising industry as a whole weakened this last quarter or if there was some level of allocation from search advertising to social media advertising (Facebook). It's most likely the former.

Facebook releases earnings aftermarket on October 23rd. Looking like a good short. :)
 
mGrunin said:
Amazing drop and more to come. Watch the $600 level.

This would have been easy money with a strangle strategy. If you purchased $10k in weekly calls yesterday and $10,000 in puts as well; then you would come out with $26,000 total gain.
Click to expand...

I had $5k in calls, no coverage #yolo

Not a good investment move but I got too arrogant with my custom mixrank/whatrunswhere type data that showed expanded advertiser base on both the search network and content network, and more brand placements but I guess that doesn't matter when cpc rates are dropping :crap:
 
A lot of these companies are scrambling to pull more cash out of phone advertising, something to watch closely... whoever can do that well will cash in big.
 
ayzo said:
I had $5k in calls, no coverage #yolo

Not a good investment move but I got too arrogant with my custom mixrank/whatrunswhere type data that showed expanded advertiser base on both the search network and content network, and more brand placements but I guess that doesn't matter when cpc rates are dropping :crap:
Click to expand...

It's all good. Risky play but if you caught the ride side then the risk vs reward would have worked out great. Something like taking a $5,000 loss vs a $20,000 gain.

I have call positions going into Apple earnings next week but I'm getting a bit nervous about them. Verizon came out today with their earning report and stated that they have seen limited supply of the iPhone 5 and the amount of iPhone 5's they have activated is actually half the street estimates. So it looks like severe supply constraints is very much real.

I don't have that much sitting in Apple calls though ~ $15,000. Dec expiration. I will probably open a $4,000 NOV PUT right before earning release as a hedge. If they miss, then my puts will offset the loss on the calls, and in addition I would say that any dips Apple would take would be a buying opportunity going into the next quarter. Apple typically does very well in Q1. reports which would be released in January. At this point it's a matter of supply catching up with demand. It's a good problem to have.
 
mGrunin said:
It's all good. Risky play but if you caught the ride side then the risk vs reward would have worked out great. Something like taking a $5,000 loss vs a $20,000 gain.

I have call positions going into Apple earnings next week but I'm getting a bit nervous about them. Verizon came out today with their earning report and stated that they have seen limited supply of the iPhone 5 and the amount of iPhone 5's they have activated is actually half the street estimates. So it looks like severe supply constraints is very much real.

I don't have that much sitting in Apple calls though ~ $15,000. Dec expiration. I will probably open a $4,000 NOV PUT right before earning release as a hedge. If they miss, then my puts will offset the loss on the calls, and in addition I would say that any dips Apple would take would be a buying opportunity going into the next quarter. Apple typically does very well in Q1. reports which would be released in January. At this point it's a matter of supply catching up with demand. It's a good problem to have.
Click to expand...

Yep if supply can't meet demand the market will eat it up regardless of earnings, especially ahead of the shopping season.
 
Google will fall. The US government are getting involved now too, they know they hve to shut the goog-ster down.

International Companies will be on the come up soon.

As the empires of our generation are falling. The small ones are rising. Look for some startups on international hot spots for technology.
 
You must log in or register to reply here.
Top Bottom