016 Alphabet Growth Potential: 3 Main Sources of revenue - Stock Picking Insights Podcast

13:17
 
シェア
 

Manage episode 293981647 series 2927024
著作 Stock Picking Insights の情報はPlayer FM及びコミュニティによって発見されました。著作権は出版社によって所持されます。そして、番組のオーディオは、その出版社のサーバから直接にストリーミングされます。Player FMで購読ボタンをタップし、更新できて、または他のポッドキャストアプリにフィードのURLを貼り付けます。

Written Post: http://stockpickinginsights.com/alphabet-growth-potential-3-main-sources

00:00 Intro

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

11:36 Conclusion

Today we're analysing Alphabet growth sources, particularly the three that are measurable and most significant.

New revenue:
Industry shifts - digitalization: 70-80B$
Industry shifts - cloud: 30B$
Youtube - MAU growth: 30-50B$
Total: 130-160B$

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.

Spotify: https://open.spotify.com/show/2uFjecBDw6KDEYA6Zbk7ah?si=aOPLtnfPRnuhdaEF_eMeZw&nd=1

Website: http://stockpickinginsights.com/

Facebook: https://fb.com/stockpickinginsights

Twitter: https://twitter.com/stockpinsights

Instagram: https://www.instagram.com/stockpickinginsights

--- Send in a voice message: https://anchor.fm/stock-picking-insights/message

36 つのエピソード