google 今天公布了 截止到2014年9月30号的季报,利润上涨了20%, PPC 单价上涨17%, Cost per click 下降2%, 在银行存款63 billion 也就是630亿美金
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PPC 上涨了, adsense 的日子应该好过才对呀( d+ d$ q( v( y4 Y6 L+ ~
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- Google Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended September 30, 2014 after the market closed today, missing slightly from what was expected send the shares down over 2% in after hours trading
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, F( W+ G6 g/ ?/ G1 e$ Y+ d- Google Inc. revenues for the quarter ended September 30, 2014 were $16.52 billion, representing a 20% increase over third quarter of 2013 revenues of $13.75 billion.GAAP operating income in the third quarter of 2014 was $3.72 billion, or 23% of revenues. This compares to GAAP operating income of $3.76 billion, or 27% of revenues, in the third quarter of 2013. Non-GAAP operating income in the third quarter of 2014 was $5.36 billion, or 32% of revenues. This compares to non-GAAP operating income of $4.62 billion, or 34% of revenues, in the third quarter of 2013.
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; r3 Y e: d4 d- GAAP net income (including net loss from discontinued operations) in the third quarter of 2014 was $2.81 billion, compared to $2.97 billion in the third quarter of 2013. Non-GAAP net income in the third quarter of 2014 was $4.37 billion, compared to $3.82 billion in the third quarter of 2013.
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! u0 L. t( v! l6 j- Sites Revenues) K) W$ `. i4 |4 n$ ^" |' l8 z }# Z7 R# N
- Our sites generated revenues of $11.25 billion, or 68% of total revenues, in the third quarter of 2014. This represents a 20% increase over third quarter of 2013 sites revenues of $9.38 billion.4 H1 @! E) c% [' P2 b! W
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- Network Revenues3 @0 R, l) V& y- c
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- Our partner sites generated revenues of $3.43 billion, or 21% of total revenues, in the third quarter of 2014. This represents a 9% increase over third quarter of 2013 network revenues of $3.15 billion./ S$ w0 o2 Z. Y8 Y% q2 A* v* n
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- Other Revenues
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7 V' g- @5 B v3 I0 t: N. b8 R7 y- Other revenues were $1.84 billion, or 11% of total revenues, in the third quarter of 2014. This represents a 50% increase over third quarter of 2013 other revenues of $1.23 billion.
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- International Revenues
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- Our revenues from outside of the United States totaled $9.55 billion, representing 58% of total revenues in the third quarter of 2014, compared to 58% in the second quarter of 2014 and 56% in the third quarter of 2013.. u% [, j* C1 k/ p* _2 X% {
8 B" z5 G$ z# ^ i3 |4 b2 u! s- Our revenues from the United Kingdom totaled $1.63 billion, representing 10% of total revenues in the third quarter of 2014, compared to 10% in the third quarter of 2013.
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- Paid Clicks
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& x* `% _+ P- r' P) E: o& Z- Aggregate paid clicks, which include clicks related to ads served on Google sites and the sites of our Network members, increased approximately 17% over the third quarter of 2013 and increased approximately 2% over the second quarter of 2014.
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+ [( O" u5 Z' O- o* o" ~- Sites paid clicks, which include clicks related to ads we serve on Google owned and operated properties across different geographies and form factors including search, YouTube engagement ads like TrueView, and other owned and operated properties like Maps and Finance, increased approximately 24% over the third quarter of 2013 and increased approximately 4% over the second quarter of 2014.
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6 t9 T0 w5 N2 }& g" k- Network paid clicks, which include clicks related to ads served on non-Google properties participating in our AdSense for Search, AdSense for Content, and AdMob businesses, increased approximately 2% over the third quarter of 2013 and decreased approximately 4% over the second quarter of 2014.( w* b& Y* ], z# S7 T
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- Average cost-per-click, which includes clicks related to ads served on Google sites and the sites of our Network members, decreased approximately 2% over the third quarter of 2013 and remained constant from the second quarter of 2014./ e0 f8 e' h3 x
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- Cost-per-click for Google sites decreased approximately 4% over the third quarter of 2013 and decreased approximately 1% over the second quarter of 2014.
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- Network cost-per-click decreased approximately 4% over the third quarter of 2013 and increased approximately 2% over the second quarter of 2014.+ n$ {8 w# \+ U0 ^! G/ s8 C/ T
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- Traffic Acquisition Costs TAC, the portion of revenues shared with Google’s partners, increased to $3.35 billion in the third quarter of 2014, compared to $2.97 billion in the third quarter of 2013. TAC as a percentage of advertising revenues was 23% in the third quarter of 2014, compared to 24% in the third quarter of 2013.
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- The majority of TAC is related to amounts ultimately paid to our Network members, which totaled $2.42 billion in the third quarter of 2014. TAC also includes amounts ultimately paid to certain distribution partners and others who direct traffic to our website, which totaled $927 million in the third quarter of 2014.
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- Other Cost of Revenues – Other cost of revenues, which is comprised primarily of data centers operational expenses, hardware inventory costs, amortization and impairment of acquisition-related intangible assets, and content acquisition costs, increased to $3.35 billion, or 20% of revenues, in the third quarter of 2014, compared to $2.44 billion, or 18% of revenues, in the third quarter of 2013.
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8 }- P& N4 s+ X7 `" H, f+ Z0 V/ C% ]2 y- Operating Expenses – Operating expenses, other than cost of revenues, were $6.10 billion in the third quarter of 2014, or 37% of revenues, compared to $4.58 billion in the third quarter of 2013, or 33% of revenues.
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- Operating Income – GAAP operating income in the third quarter of 2014 was $3.72 billion, or 23% of revenues. This compares to GAAP operating income of $3.76 billion, or 27% of revenues, in the third quarter of 2013. Non-GAAP operating income in the third quarter of 2014 was $5.36 billion, or 32% of revenues. This compares to non-GAAP operating income of $4.62 billion, or 34% of revenues, in the third quarter of 2013.
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- Net Income – GAAP consolidated net income in the third quarter of 2014 was $2.81 billion, compared to $2.97 billion in the third quarter of 2013. Non-GAAP consolidated net income was $4.37 billion in the third quarter of 2014, compared to $3.82 billion in the third quarter of 2013. GAAP EPS in the third quarter of 2014 was $4.09 on 688 million diluted shares outstanding, compared to $4.38 in the third quarter of 2013 on 678 million diluted shares outstanding. Non-GAAP EPS in the third quarter of 2014 was $6.35, compared to $5.63 in the third quarter of 2013.
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1 d" Q/ J8 `6 |1 O- Cash Flow and Capital Expenditures – Net cash provided by operating activities in the third quarter of 2014 totaled $5.99 billion, compared to $5.08 billion in the third quarter of 2013. In the third quarter of 2014, capital expenditures were $2.42 billion, the majority of which was for data-center construction, production equipment, and real estate purchases. Free cash flow, an alternative non-GAAP measure of liquidity, is defined as net cash provided by operating activities less capital expenditures. In the third quarter of 2014, free cash flow was $3.58 billion compared to $2.79 billion in the third quarter of 2013.; q9 u7 _/ R* _& P( m K
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- We expect to continue to make significant capital expenditures.$ i( F& O/ Z# I6 l, Q3 r4 ~
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- A reconciliation of free cash flow to net cash provided by operating activities, the GAAP measure of liquidity, is included at the end of this release.3 c' z6 e D8 {; ?3 s
6 f& k, I3 Y" h- Cash – As of September 30, 2014, cash, cash equivalents, and marketable securities were $62.16 billion, which excludes cash classified as held for sale, compared to $58.72 billion as of December 31, 2013.( a9 j" X1 F% }! |
9 i3 K" r8 o/ K3 O( u- Headcount – On a worldwide basis, we employed 55,030 full-time employees (51,564 in Google and 3,466 in Motorola Mobile) as of September 30, 2014, compared to 52,069 full-time employees (48,584 in Google and 3,485 in Motorola Mobile) as of June 30, 2014.
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