谷歌(Google)母公司Alphabet周二公布的第三季度财报超过了华尔街的营收目标,表明该公司核心业务增长强劲,并揭示了其在人工智能领域长期投入带来的潜在收益。
该公司表示,第三季度营收增长15%,达到883亿美元,高于华尔街863亿美元的目标。与此同时,由于Alphabet注重控制成本,净利润同比增长34%,达到260亿美元,合每股收益2.12美元。
财报公布后,Alphabet股价在周二盘后交易中上涨5.3%,至180.20美元。
谷歌搜索仍然是该公司的主要收入引擎,本季度营收为493亿美元,同比增长12%。油管(YouTube)的营收达到89亿美元,增长了12%,而谷歌云的营收达到113亿美元,增长了34%。与此同时,流量获取成本为137亿美元,增长近9%,每股收益升至2.12美元。
谷歌在云计算、广告和人工智能等多个领域与亚马逊(Amazon)、Meta和微软(Microsoft)展开激烈竞争。这些公司将于周三和周四公布季度财报。
在与分析师的电话会议上,皮查伊反复强调,该公司在人工智能领域取得了巨大成功,个人和企业使用谷歌Gemini模型上运行的各种工具。谷歌也是其中的一员。他还表示,现在谷歌超过四分之一的新代码都是由人工智能生成的,由人类工程师进行准确性检查。
他说:“无论从哪个标准衡量——代币数量、API调用、消费者使用情况,还是企业采用情况——Gemini模型的使用都处于快速增长阶段。”
与此同时,该公司的员工总数较去年同期减少了1112人。就在今年,谷歌进行了一系列团队重组和整合,包括将更多团队纳入其核心人工智能部门DeepMind。这些变动大多与皮查伊在2023年初宣布的大规模裁员计划无关。
在周三的财报电话会议之前,皮查伊在一份声明中表示,该公司“对人工智能的长期关注和投资”已经开始在企业客户和普通消费者中显现成效。
皮查伊说:“在搜索领域,我们的新人工智能功能正在扩展人们的搜索范围和搜索方式。在云计算领域,我们的人工智能解决方案正助力现有客户深化产品使用,吸引新客户,并赢得更大的交易。过去四个季度,油管的广告和订阅总收入首次突破500亿美元大关。”(财富中文网)
译者:中慧言-王芳
谷歌(Google)母公司Alphabet周二公布的第三季度财报超过了华尔街的营收目标,表明该公司核心业务增长强劲,并揭示了其在人工智能领域长期投入带来的潜在收益。
该公司表示,第三季度营收增长15%,达到883亿美元,高于华尔街863亿美元的目标。与此同时,由于Alphabet注重控制成本,净利润同比增长34%,达到260亿美元,合每股收益2.12美元。
财报公布后,Alphabet股价在周二盘后交易中上涨5.3%,至180.20美元。
谷歌搜索仍然是该公司的主要收入引擎,本季度营收为493亿美元,同比增长12%。油管(YouTube)的营收达到89亿美元,增长了12%,而谷歌云的营收达到113亿美元,增长了34%。与此同时,流量获取成本为137亿美元,增长近9%,每股收益升至2.12美元。
谷歌在云计算、广告和人工智能等多个领域与亚马逊(Amazon)、Meta和微软(Microsoft)展开激烈竞争。这些公司将于周三和周四公布季度财报。
在与分析师的电话会议上,皮查伊反复强调,该公司在人工智能领域取得了巨大成功,个人和企业使用谷歌Gemini模型上运行的各种工具。谷歌也是其中的一员。他还表示,现在谷歌超过四分之一的新代码都是由人工智能生成的,由人类工程师进行准确性检查。
他说:“无论从哪个标准衡量——代币数量、API调用、消费者使用情况,还是企业采用情况——Gemini模型的使用都处于快速增长阶段。”
与此同时,该公司的员工总数较去年同期减少了1112人。就在今年,谷歌进行了一系列团队重组和整合,包括将更多团队纳入其核心人工智能部门DeepMind。这些变动大多与皮查伊在2023年初宣布的大规模裁员计划无关。
在周三的财报电话会议之前,皮查伊在一份声明中表示,该公司“对人工智能的长期关注和投资”已经开始在企业客户和普通消费者中显现成效。
皮查伊说:“在搜索领域,我们的新人工智能功能正在扩展人们的搜索范围和搜索方式。在云计算领域,我们的人工智能解决方案正助力现有客户深化产品使用,吸引新客户,并赢得更大的交易。过去四个季度,油管的广告和订阅总收入首次突破500亿美元大关。”(财富中文网)
译者:中慧言-王芳
Google parent Alphabet topped Wall Street revenue targets on Tuesday in third-quarter financial results that showed strong growth in the company’s core businesses and offered a glimpse of the potential payoff from its long-running AI efforts.
The company said revenue grew 15% to $88.3 billion in the third quarter, above Wall Street targets of $86.3 billion. Alphabet’s focus on keeping costs in check, meanwhile, helped boost net income 34% from the year-ago period, to $26 billion, or $2.12 per share.
Alphabet shares rose 5.3% to $180.20 in after-hours trading on Tuesday, following the results.
Google search remained the company’s prime revenue engine, bringing in $49.3 billion in revenue over the quarter, an increase of 12% from a year ago. Revenue from YouTube reached $8.9 billion, an increase of 12%, while revenue from Cloud hit $11.3 billion, an increase of 34%. Meanwhile TAC, or traffic acquisition costs, were $13.7 billion, up almost 9%, and earnings per share rose to $2.12.
Google is locked in a fierce competition with rivals Amazon, Meta, and Microsoft on several fronts, including cloud computing, advertising, and AI. Those companies are due to report their quarterly earnings on Wednesday and Thursday.
During a call with analysts, Pichai repeatedly called out the company’s burgeoning success with people and companies using its AI its various tools running on Google’s Gemini models. That includes Google. Pichai said that more than one-quarter of all new code at Google is now generated by AI, with human engineers checking the work for accuracy.
“By any measure – token volume, api calls consumer usage, business adoption – usage of the Gemini models is in a period of rapid growth,” he said.
Meanwhile, the company’s overall employee headcount is down by 1,112 people compared to a year ago. Just this year, Google has carried out a series of reorganizations and consolidation of teams, including putting more teams under DeepMind, its core AI group. Most of these changes are separate from the mass layoffs Pichai revealed at the beginning of 2023.
Prior to Wednesday’s earnings call, Pichai said in a statement that the company’s “long-term focus and investment in AI” are starting to pay off with both enterprise customers and regular consumers.
“In Search, our new AI features are expanding what people can search for and how they search for it,” Pichai said. “In Cloud, our AI solutions are helping drive deeper product adoption with existing customers, attract new customers, and win larger deals. And YouTube’s total ads and subscription revenues surpassed $50 billion over the past four quarters for the first time.”