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Alphabet(GOOG)2019Q1決算 売上をミス


・発表日 2019/4/29 アフターマーケット
・売上 $36.34B +16.7% コンセンサス予想より-$1.02B
・non-GAAP EPS $11.90(前回発表なし)コンセンサス予想より+$1.74
GAAP EPS $9.50 -28.7% コンセンサス予想より-$0.41
GAAP net income $6.65B
・Operating margin 18%(コンセンサス予想は21.2%)
・決算発表後の株価 アフターマーケットで-7.19%
・2019FYコンセンサス予想PER 1287.58/47.36=27.18
・2020FYコンセンサス予想PER 1287.58/55.15=23.34


The table below provides summary data to facilitate comparison of current quarter performance to prior period given the announcement on March 20, 2019 by the European Commission (EC) of its decision that certain contractual provisions in agreements that Google had with AdSense for Search partners infringed European competition law and the associated €1.5 billion ($1.7 billion as of March 31, 2019) fine.


Hardware results reflect lower year-on-year sales of Pixel, reflecting in part heavy promotional activity industry-wide, given some of the recent pressures in the premium smartphone market. We provide monetization metrics in our earnings press release to give you a sense of the price and volume dynamics of our Advertising businesses.

Alphabet Inc.'s (GOOG) CEO Sundar Pichai on Q1 2019 Results - Earnings Call Transcript | Seeking Alpha


セグメントは「Google」「Other Bets」です。Other Betsに含まれるのは、Fiber(超高速通信)、Verily予防医学)、Waymo(自動運転)などです。


US 売上 $16.5B +17%

EMEA 売上 $11.8B +13%(為替を除くと+16%

APAC 売上 $6.1B +27%(為替を除くと+31%

Other Americas 売上 $1.9B +10%(為替を除くと+21%


Google」売上 $36.16B +16.6% 利益 $9.32B +11.4%


Google properties 売上 $25.68B +16.7%

Network Members(Adsenseなど)売上 $5.03B +8.4% 

その他 売上 $5.44B +25.1%

Paid Clicks on Google properties +39% CPC -19%

Impression on Network Members(Adsenseなど)+6% CPI +1%

TAC $6.86B +9.2% 広告売上の22%(2018Q1 24%)

「Other Bets」売上 $170M +13.3% 利益 -$868M(2018Q1 -571M


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