Re:Quantifying the Adpocalypse
by TheOtherHobbes on Friday April 10, 2020 @04:53AM
(#22831184)
Very crudely, a 20% drop in revenue for Alphabet would almost wipe out its profits.
Alphabet's revenue is a mix of hardware, online store, web services, and ad sales. With a global slowdown -20% is probably in the ballpark, although it may take a year for the effects to accumulate and ripple through.
Roughly half of GOOGL's opex is R&D, so I would expect some cuts in that over the next year or two. Maybe also in the more exposed parts of sales and marketing.
Alphabet's revenue is a mix of hardware, online store, web services, and ad sales. With a global slowdown -20% is probably in the ballpark, although it may take a year for the effects to accumulate and ripple through.
Roughly half of GOOGL's opex is R&D, so I would expect some cuts in that over the next year or two. Maybe also in the more exposed parts of sales and marketing.