Please join me later today when I will be live blogging Google's earnings:Where: Google Earnings: Live Blog
When: 4:00pm EST
Google will be releasing its quarterly earnings numbers after the bell on Thursday, April 17. This is a key quarter as many questions have recently been raised and investors are wondering if we may finally see a chink in the earnings-armor for this amazing growth story. There is sure to be a great deal of meaningful information in the earnings release, along with the conference call, that will help to give investors more insight as to the direction of the tech sector.
If IBM (NYSE: IBM) gives us any clue as to the technology sector's ability to maintain insulation from the financial chaos we have been dealing with, we may see a glorious rebound for Google shareholders. But remember: IBM actually sells tangible products and services that can be bought with non-dollar currencies. In yesterday's earnings release, IBM Global services was reported as the top revenue generator for the period. So, it is possible that the strength of foreign currencies helped to provide a good portion of IBM's profits.
Perhaps Google will be able to capitalize on some of the currency exchange benefit; but probably not with any real significance. This is just one of the line items that we are going to find out after the close.
I will be taking apart the data and figuring out the answers to many of the questions that are on the minds of investors. Your input via comments will be addressed as well.
Areas I will cover (or at least try):
- Fundamentals (the balance sheet and earnings statements)
- Technicals (charts and indicators)
- Upgrades and Downgrades
- Outlook
- The earnings outlook in the face of a Yahoo!/Microsoft merger
- Impact on Google's near term outlook considering a global slowdown
- Google's plan for the 700mhz spectrum.
- Will Google finally announce the GPhone?
- How the 2-week Yahoo! search monetization test are fairing
- Projections for Google's entry into the China marketplace
- YouTube monetization strategy
- Effect of the new Microsoft Live Search announcement: A Google News Killer?
- Paid clicks...ComScore shows a weak result for March. Sign of times or aberration?
- Salesforce (NYSE: CRM) and Google. Are business's ready for cloud computing? Are we finally "always-on?"
Live Bloggin' Google Earnings with Andrew Horowitz, author of The Disciplined Investor and host of The Disciplined Investor Podcast.
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Reader Comments (Page 1 of 1)
4-17-2008 @ 4:12PM
ole slippery said...
You financial geniuses couldn't pick the winner of a one horse race!
4-18-2008 @ 12:28AM
Andrew Horowitz said...
If you read past the title my friend... You will see that it was an open question...
Also, leaned toward a positive move...
A