Manage episode 293981647 series 2927024
00:18 Alphabet growth from industry shifts
02:34 Shifts from physical to cloud
07:31 Alphabet growth from Youtube
10:19 Unmeasurable sources of revenue
Today we're analysing Alphabet growth sources, particularly the three that are measurable and most significant.
Industry shifts - digitalization: 70-80B$
Industry shifts - cloud: 30B$
Youtube - MAU growth: 30-50B$
To end, and summing up the sources of revenue we talked about, there's at least 130B$ of new revenue for Alphabet coming in until 2030, a 6% CAGR for Alphabet growth in revenue. Is it probably higher? Yes due to the conservative estimates and unmeasurable sources of revenue.