Google on podcasts: where it advertises, what it's offering listeners, and what hosts say about it when they're not being paid.
Sponsorships
No ad reads on tracked podcasts in the last 30 days. Hosts are talking about it anyway — see the earned side.
What hosts are saying
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In their words
“So search came in at 63.35 billion. Consensus was 64.85 billion. That's basically a $ 1.5 billion miss. But search continues to be whatever the AI story becomes for Google, the main profit engine. Um, and that's important enough to take into account, you know, management's talking the release about um, search query growth accelerating, but the numbers don't, you know, don't add up on that search business to that extent.”
Google search revenue came in significantly light at $63.35 billion versus $64.85 billion estimate, representing a $1.5 billion miss.
▶ Hear it“likely that, um. Google's cloud business will grow 91%, maybe not more than 91% year on year. And the market actually believes that if there's room for a surprise to the upside, it is the juggernaut of Google's cloud business.”
Discussed regarding cloud business growth of 91% and market concerns about core search business not benefiting from AI investments.
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