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4 things to watch in tech earnings [Fortune]
Last alphabet inc. - class c capital stock earnings: 4/28 04:02 pm
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US:NASDAQ Investor Relations: abc.xyz/investor
Wall Street will be focused on headline numbers like revenue and earnings-per-share, as well as any surprises, like Meta's $50 billion dividend last quarter. It's easy to get lost in the blizzard of numbers. But oftentimes, there's one particular item in the report that speaks to the overall health and prospects of the business. Here are a few areas that I'll be keeping an eye on as the Big Tech earnings season kicks off: Alphabet Search advertising may be Google's big moneymaker, but growth in that business has stalled in the single digits in recent years. The rise of generative AI threatens to further dent the search business—it's not at all clear whether ads will play as central of a role in a world where people get their information by conversing with an AI chatbot. What kind of near-term and medium-term growth prospects does Alphabet's management foresee for the company's foundational search business? Meta: Last quarter, Facebook-parent company Meta revealed that China accou
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