IT之家 2 月 1 日消息，根据国外科技媒体 Android Authority 报道，谷歌计划在安卓 15 系统中，开辟专门的音频分享界面，凸显 Auracast 功能，方便用户向就近设备共享媒体音频。 IT之家注：蓝牙特别兴趣小组于 2022 年宣布了 Auracast 功能，这是一种即将推出的蓝牙广播功能，号称将推动新的无线音频体验，将为用户带来和朋友、家人共享音频的能力。 该功能以前被称为 Audio Sharing，随后更改为“Auracast 广播音频”。 据介绍，Auracast 广播音频使发射器（例如智能手机、笔记本电脑、电视等）能够向附近无限数量的蓝牙接收器（例如耳机、扬声器或助听器）广播音频。 当用户使用手机和耳机听音乐时，可以将其通过 Auracast 共享给朋友或家人，这样他们就可以使用支持 Auracast 的耳机来一起听音乐。 虽然 Auracast 早在一年半前就已发布，但市场上支持它的耳机仍然不多。不过，这种情况可能会在 2024 年有所改变，因为许多配件制造商都将推出支持 Auracast 的新产品，而现在发布的大多数智能手机也都支持 Auracast。 为了给这 ...

Alphabet’s (GOOGL) fourth-quarter 2023 earnings of $1.64 per share beat the Zacks Consensus Estimate by 2.5%. The figure grew 56.2% year over year.Revenues of $86.31 billion increased 13% year over year (13% at constant currency).Net revenues, excluding total traffic acquisition costs (“TAC”) (the portion of revenues shared with Google’s partners and amount paid to distribution partners and others who direct traffic to Google’s website), were $72.32 billion, which surpassed the consensus mark of $70.77 bill ...

For the quarter ended December 2023, Alphabet (GOOGL) reported revenue of $72.32 billion, up 14.6% over the same period last year. EPS came in at $1.64, compared to $1.05 in the year-ago quarter.The reported revenue represents a surprise of +2.19% over the Zacks Consensus Estimate of $70.77 billion. With the consensus EPS estimate being $1.60, the EPS surprise was +2.50%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ex ...

智通财经APP获悉，美东时间周二美股盘后，谷歌母公司Alphabet(GOOGL.US)公布了强劲的第四季度业绩，不过，由于其核心搜索广告业务营收低于分析师预期，该股盘后下挫逾5%。 财报显示，截至去年12月31日的三个月内，营收同比增长13%至863亿美元，不包括合作伙伴支出的销售额增长了15%，达到723亿美元，这比分析师预测的710亿美元要好，也是七年来营收增长最好的一个季度。每股收益为1.64美元，华尔街预期为1.59美元。 但Alphabet核心搜索业务营收为480亿美元，略低于分析师预期的481.5亿美元。 这一逊于预期的业绩公布之际，谷歌的搜索引擎正面临更大范围的不确定性。多年来，谷歌的搜索引擎一直主导着全球互联网，但目前正面临一起重大反垄断案件。并且，随着人工智能的兴起，微软(MSFT.US)和OpenAI等公司推出了如广受欢迎的聊天机器人ChatGPT等应用程序，谷歌的领先地位受到了新竞争的威胁。 Insider Intelligence分析师Evelyn Mitchell Wolf表示：“谷歌的广告营收确实占了其总营收的绝大部分，在它准备真正全力实施其在人工智能领域精心制定的所有计划之际 ...

Alphabet (GOOGL) came out with quarterly earnings of $1.64 per share, beating the Zacks Consensus Estimate of $1.60 per share. This compares to earnings of $1.05 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 2.50%. A quarter ago, it was expected that this internet search leader would post earnings of $1.45 per share when it actually produced earnings of $1.55, delivering a surprise of 6.90%.Over the last four quarters, the c ...

AI and Innovation - Alphabet has invested over $150 billion in research and development over the past five years to innovate and build new products and features[12] - Google DeepMind's AlphaFold system solved a 50-year-old protein folding challenge and has open-sourced 200 million protein structures to the scientific community[15] - In December 2023, Alphabet launched Gemini, its most capable and general AI model, designed to be multimodal and operate across text, code, audio, images, and video[16] - Google's Vertex AI platform enables developers to train, tune, augment, and deploy applications using generative AI models and services[17] - Performance Max, an AI-powered advertising tool, automatically produces and runs highly effective ad campaigns across Google's properties[19] - Google's Pixel devices incorporate AI compute directly into the device, offering features like Best Take, Magic Editor, and Audio Magic Eraser[20] - Google's AI-driven advertising tools, such as Performance Max and Product Studio, help advertisers find untapped and incremental conversion opportunities[25] - Vertex AI platform enables developers to train, tune, and deploy generative AI models, while Duet AI for Google Cloud assists in software development and operations[27] - Alphabet is expanding investments in AI, including generative AI, to enhance products and services, but faces competition and dependency on third-party infrastructure[39] - AI-related efforts may lead to risks such as harmful content, inaccuracies, discrimination, and intellectual property infringement, potentially resulting in regulatory action and reputational harm[49] Cloud Services - Google Cloud helps customers improve productivity, reduce costs, and unlock new growth engines, with AI-optimized infrastructure and mature AI platforms[15] - Google Cloud generates revenue from consumption-based fees and subscriptions for infrastructure, platform, collaboration tools, and other cloud services[26] - Google Cloud revenues increased by $6.8 billion from 2022 to 2023, driven by growth in Google Cloud Platform and Google Workspace offerings[120] - Google Cloud revenues include consumption-based fees and subscriptions for infrastructure, platform, and AI offerings such as Vertex AI and Duet AI[212] - Google Cloud operating income improved by $3.6 billion, turning a $1.9 billion loss in 2022 into a $1.7 billion profit in 2023[137] - Alphabet's Google Cloud business is investing heavily in AI platforms and models, but faces competitive pricing and delivery models[40] Advertising and Revenue - Google Services generates revenue primarily through performance and brand advertising on Google Search, YouTube, and Google Network properties[25] - Google's AI-driven advertising tools, such as Performance Max and Product Studio, help advertisers find untapped and incremental conversion opportunities[25] - Alphabet generated over 75% of its 2023 revenue from online advertising, with risks tied to ad-blocking technologies and macroeconomic conditions[39] - Google Search & other revenues increased by $12.6 billion from 2022 to 2023, driven by growth in search queries, advertiser spending, and improvements in ad formats[114] - YouTube ads revenues increased by $2.3 billion from 2022 to 2023, driven by increased spending by advertisers[115] - Google Network revenues decreased by $1.5 billion from 2022 to 2023, primarily due to a decrease in Google Ad Manager and AdSense revenues[115] - Advertising revenues are recognized when a user engages with the advertisement for performance ads, and when the ad is displayed for brand ads[209] Financial Performance - Consolidated revenues increased by 9% year-over-year to $307.4 billion, driven by an 8% increase in Google Services revenues ($19.0 billion) and a 26% increase in Google Cloud revenues ($6.8 billion)[109] - Operating income rose by 13% year-over-year to $84.3 billion, with operating margin improving to 27% from 26%[109] - Net income increased by 23% year-over-year to $73.8 billion, with diluted EPS growing 27% to $5.80[109] - Cost of revenues increased by 6% year-over-year to $133.3 billion, primarily due to higher content acquisition costs, compensation expenses, and TAC[109] - Operating expenses grew by 10% year-over-year to $89.8 billion, driven by increased compensation expenses and office space optimization charges[109] - The company repurchased $62.2 billion worth of Class A and Class C shares in 2023[112] - Operating cash flow for 2023 was $101.7 billion, while capital expenditures totaled $32.3 billion, primarily for technical infrastructure investments[112] - Google Services operating income increased by $13.2 billion from 2022 to 2023, driven by revenue growth and cost reductions[136] - Other Bets operating loss decreased by $541 million due to revenue growth and reduced compensation liabilities[138] - Alphabet's total operating income increased from $74.8 billion in 2022 to $84.3 billion in 2023[135] - Alphabet's cash, cash equivalents, and short-term marketable securities totaled $110.9 billion as of December 31, 2023[143] - Net cash provided by operating activities increased from $91.5 billion in 2022 to $101.7 billion in 2023[146] - Capital expenditures were $32.3 billion in 2023, with increased investments in technical infrastructure to support AI growth[152] - Alphabet repurchased 528 million shares for $62.2 billion in 2023, with $36.3 billion remaining in the share repurchase program[155] - The effective tax rate decreased from 15.9% in 2022 to 13.9% in 2023 due to tax rule changes[142] - Alphabet's operating lease expenses increased from $3.7 billion in 2022 to $4.5 billion in 2023[153] - European Commission fines imposed on Google totaled €8.2 billion ($9.5 billion) across 2017, 2018, and 2019, with the 2018 fine reduced to €4.1 billion in 2022[158] - Income taxes payable as of December 31, 2023, amounted to $4.2 billion, including a $2.1 billion short-term transition tax payable under the U.S. Tax Cuts and Jobs Act[159] - Material purchase commitments and other contractual obligations totaled $45.9 billion as of December 31, 2023, with $31.6 billion being short-term[160] - A 10% adverse foreign currency exchange rate change would result in an adverse effect on income before taxes of $503 million as of December 31, 2023[169] - The estimated one-day loss in fair value of marketable debt securities due to interest rate fluctuations was $296 million as of December 31, 2023[173] - The company changed the estimated useful life of servers and certain network equipment to six years, effective fiscal year 2023[167] - Long-term taxes payable primarily related to uncertain tax positions amounted to $6.3 billion as of December 31, 2023[159] - The company uses foreign currency forward and option contracts to hedge against foreign exchange risks, with a 10% weakening of the U.S. dollar reducing AOCI by $1.5 billion as of December 31, 2023[169] - The company's Corporate Treasury investment strategy focuses on preserving capital and maintaining liquidity, primarily investing in debt securities[170] - The company records compensation expense based on estimated payouts from performance fees, which may require the use of unobservable inputs[163] - Marketable equity securities increased from $5.2 billion in 2022 to $6.0 billion in 2023, with a hypothetical 10% adverse price change potentially decreasing fair value by $597 million[174] - Non-marketable equity securities carrying value slightly increased from $28.5 billion in 2022 to $28.8 billion in 2023, with valuations subject to significant risks due to lack of market data[174] - Equity method investments remained stable at approximately $1.7 billion as of December 31, 2022 and 2023, with potential impairment risks if carrying value exceeds fair value[174] - Total revenues increased from $257.637 billion in 2021 to $307.394 billion in 2023, representing a growth of approximately 19.3% over two years[195] - Net income rose from $76.033 billion in 2021 to $73.795 billion in 2023, with a dip in 2022 to $59.972 billion[195] - Total assets grew from $365.264 billion in 2022 to $402.392 billion in 2023, an increase of 10.2%[193] - Cash and cash equivalents increased from $21.879 billion in 2022 to $24.048 billion in 2023, a rise of 9.9%[193] - Research and development expenses increased from $31.562 billion in 2021 to $45.427 billion in 2023, reflecting a 43.9% growth over two years[195] - Total stockholders' equity grew from $256.144 billion in 2022 to $283.379 billion in 2023, an increase of 10.6%[193] - Comprehensive income increased from $53.992 billion in 2022 to $76.996 billion in 2023, a significant rise of 42.6%[197] - Marketable securities decreased from $91.883 billion in 2022 to $86.868 billion in 2023, a decline of 5.5%[193] - Accounts receivable, net increased from $40.258 billion in 2022 to $47.964 billion in 2023, a rise of 19.1%[193] - Diluted net income per share increased from $4.56 in 2022 to $5.80 in 2023, reflecting a 27.2% growth[195] - Net income for 2023 was $73.795 billion, an increase from $59.972 billion in 2022[202] - Net cash provided by operating activities in 2023 was $101.746 billion, up from $91.495 billion in 2022[202] - Depreciation expense for property and equipment in 2023 was $11.946 billion, compared to $13.475 billion in 2022[202] - Stock-based compensation expense in 2023 was $22.460 billion, up from $19.362 billion in 2022[202] - The company adjusted the estimated useful life of servers from four to six years, reducing depreciation expense by $3.9 billion and increasing net income by $3.0 billion in 2023[207] - Net cash used in investing activities in 2023 was $27.063 billion, compared to $20.298 billion in 2022[202] - Repurchases of stock in 2023 amounted to $61.504 billion, up from $59.296 billion in 2022[202] - Stock-based compensation primarily consists of Alphabet restricted stock units (RSUs), with shares issued net of applicable statutory income tax withholding, resulting in fewer shares issued than outstanding RSUs[219] - Advertising and promotional expenses for the years ended December 31, 2021, 2022, and 2023 totaled approximately $7.9 billion, $9.2 billion, and $8.7 billion, respectively[220] - Performance fees are compensation arrangements based on realized returns from certain investments, recorded as a component of OI&E[221] - Fair value measurements are classified into three levels based on the observability of inputs: Level 1 (observable inputs), Level 2 (quoted prices for similar instruments), and Level 3 (unobservable inputs)[223] - Financial instruments include cash, cash equivalents, marketable and non-marketable securities, derivative financial instruments, and accounts receivable[224] - Credit risk is managed through timely assessment of counterparty creditworthiness, credit limits, and collateral management, with accounts receivable typically unsecured and derived from global customers[225] - Marketable securities are classified as available-for-sale, carried at fair value, and unrealized gains and losses are reported net of taxes as a component of stockholders' equity[227] - Non-marketable securities primarily consist of equity securities, with adjustments based on observable price changes in orderly transactions for identical or similar investments[229] - Property and equipment are stated at cost less accumulated depreciation, with depreciation recorded using the straight-line method over the estimated useful lives of the assets[237] - Goodwill is allocated to reporting units based on expected benefits from business combinations and tested for impairment at least annually[238] - FASB issued ASU 2023-07 effective for annual periods beginning January 1, 2024, and interim periods beginning January 1, 2025, with early adoption permitted[245] - FASB issued ASU 2023-09 effective for annual periods beginning January 1, 2025, with early adoption permitted[245] - Certain amounts in prior periods have been reclassified to conform with current period presentation[246] Regulatory and Legal Risks - Alphabet faces intense competition across multiple sectors, including search engines, advertising platforms, AI services, and digital content providers[29] - Alphabet is subject to evolving regulations in areas like AI, data privacy, and sustainability, which could impact business operations and costs[34] - Alphabet faces risks from supply chain disruptions, including raw material shortages, price increases, and longer lead times[45] - Alphabet's devices, including smartphones and wearables, face intense competition and may have adverse effects on consolidated margins[40] - Alphabet's investments in new businesses, products, and technologies are inherently risky and may not result in adequate returns[40] - Alphabet's revenue growth rate could decline due to changes in advertiser spending, competition, and shifts to lower-priced products[40] - Alphabet's operating margins may face downward pressure from increasing regulations, competition, and costs[42] - Alphabet's intellectual property rights are valuable but face risks from inadequate protection and potential loss of trademark value[42] - Alphabet's brands could be negatively affected by reputational issues, data privacy concerns, and product performance failures[42] - Alphabet's information technology systems are vulnerable to disruptions from natural disasters, cyberattacks, and geopolitical tensions[45] - The company faces risks if its products and services are not widely adopted across evolving platforms and devices, including desktops, mobile phones, wearables, and voice-activated speakers[47] - Significant resources are being devoted to developing and supporting products across multiple platforms and devices, with failure to attract new manufacturers and users potentially harming business[48] - Data privacy and security concerns, including potential breaches and improper disclosure of user data, could harm the company's reputation and financial condition[49] - The company regularly experiences cyber attacks and unauthorized access attempts, with evolving threats potentially leading to significant legal and financial risks[49] - Investments in safety and security aim to combat misuse of services and unauthorized access to user data, though not all incidents may be detected or remediated[51] - Problematic content, including low-quality user-generated content and web spam, could harm the company's reputation and deter users from its platforms[51] - The company's business depends on unimpeded internet access, with potential restrictions or increased costs by internet access providers posing risks to user and advertiser relationships[52] - Compliance with new and changing laws and regulations, particularly in data privacy, competition, and AI, could result in substantial costs and altered business practices[53] - Google faces antitrust lawsuits and regulatory challenges, including a December 2023 verdict in Epic Games v. Google finding antitrust violations related to Google Play's billing practices, with potential remedies to be determined in 2024[56] - The company is subject to evolving AI regulations, such as the EU AI Act and the U.S. Executive Order on AI, which could impose transparency requirements and regulatory actions on AI development and use[54] - Alphabet is under scrutiny for data privacy and protection, with laws like GDPR and U.S. state privacy laws imposing significant obligations and potential fines for non-compliance[56] - The EU's Digital Markets Act may require Alphabet to obtain user consent for data combination and share anonymized data with competitors, impacting its business practices[57] - Alphabet faces intellectual property claims, including patent and copyright infringement lawsuits, which could result in costly damages, licensing agreements, or restrictions on product offerings[58] - The company is subject to ESG-related regulations and expectations, which may require significant investments and could harm its reputation if goals are not met[59] - Alphabet is exposed to tax-related risks, including potential changes in tax rates, new tax legislation, and audits that could impact its financial condition[61] - The company's share repurchase program could increase stock price volatility and reduce cash reserves, with no guarantee of enhancing long-term stockholder value[62] Sustainability and ESG - Alphabet aims to achieve net-zero emissions across operations and value chain by 2030, targeting a 50% reduction in Scope 1, 2, and 3 emissions compared to 2019 levels[31] - Alphabet plans to transition to 24/7 carbon-free energy (CFE) on every grid where it operates by 2030, despite challenges in renewable energy availability[31] - The company is subject to ESG-related regulations and expectations, which may require significant investments and could harm its reputation if goals are not met[59] Workforce and Diversity - Alphabet employs 182,502 people as of December 31, 2023, with a focus on diversity, equity, and inclusion in its workforce[33] - The company recorded $2.1 billion in employee severance charges and $1.8 billion in office space exit charges during 2023[110] International Operations - Alphabet's international operations accounted for approximately 53% of consolidated revenues in 2023[46] - A 10% adverse foreign currency exchange rate change would result in an adverse effect on income before taxes of $503 million as of December 31, 2023[169] - The company uses foreign currency forward and option contracts to hedge against foreign exchange risks, with a 10% weakening of the U.S. dollar reducing AOCI by $1.5 billion as of December 31, 2023[169] Product and Service Offerings - Google Workspace and Duet AI enhance productivity with features like Smart Reply, Smart Compose, and malware protection in Gmail, supporting secure hybrid and remote work[27] - Google subscriptions, platforms, and devices revenues increased by $5.6 billion from 2022 to 2023, driven by growth in YouTube subscriptions and Pixel device sales[119] - Google subscriptions, platforms, and devices revenues include

IT之家 1 月 30 日消息，一位 Reddit 用户提前曝光了谷歌 AI 聊天机器人 Bard 及其语言模型 Gemini Pro 的几项重大更新计划，这些更改预计将于 2 月 1 日发布，主要包括以下几个方面： 图像创作 所有语言（Gemini Pro 目前仅支持英文） 仔细检查以发现其他语言的“幻觉” 更好地推理、计划等。 谷歌在去年 12 月宣布推出其新一代大语言模型 Gemini，包括三种不同版本：Gemini Ultra、Gemini Pro 和 Gemini Nano。 Gemini Ultra - 用于处理高度复杂任务的最强、最大的模型。 Gemini Pro - 用于扩展各种任务的最佳模型。 Gemini Nano - 用于手机等设备的最高效模型。 从去年 12 月 13 日开始，开发者和企业客户便可以通过 Google AI Studio 或 Google Cloud Vertex AI 访问 Gemini Pro 的 Gemini API，而 Gemini Ultra 计划于今年年初向开发者和企业客户推出。 参考IT之家此前报道，谷歌 Bard 上周出现了一次故障，显示谷歌 ...

Investors are always looking for stocks that are poised to beat at earnings season and Alphabet Inc. (GOOGL) may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report.That is because Alphabet is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to-date information possible — is a pretty good indic ...

The markets have continued the strong rally so far in 2024. The Nasdaq Composite is closing in on a new all-time high, while the S&P 500 is already there after rising 22% over the last 12 months.In such a bullish year for the markets, the one opportunity that everyone is talking about is artificial intelligence (AI) and which companies are likely to benefit over the next decade. This was a key theme driving shares of Nvidia (NVDA -0.95%) and Alphabet (GOOGL 0.21%) (GOOG 0.10%) higher in 2023, and two Wall S ...

智通财经APP获悉，谷歌(GOOGL.US)将于1月30日美股盘后(北京时间1月31日清晨)公布2023年第四季度收益。市场预计谷歌的营收将同比增长12%，达到707.1亿美元，每股收益将增长52.4%，达到1.60美元。 AI驱动搜索创新 谷歌在人工智能(AI)技术创新方面的持续努力，旨在推动其搜索部门的发展，该部门占其总收入的大部分，预计将在即将报告的季度内推动其平台流量。 此外，搜索引擎中集成的生成性AI技术Bard可能会继续为Google搜索带来好处。通过大型语言模型(LLM)驱动的增强搜索结果，谷歌可能已经在第四季度推动了其搜索势头。 利用生成性AI技术的搜索生成体验(SGE)，使搜索结果更自然、直观，可能已经做出了良好的贡献。 此外，Google Lens和Google Maps的强劲表现预计将对第四季度的搜索表现做出积极贡献。 市场预期Google搜索和其他收入为478.4亿美元，比上年同期增长12.3%。 创新技术提升广告效果 在广告业务方面，谷歌为广告商提供更好的性能和盈利能力的不断努力，基于基础研究模型和LLM，预计将有所贡献。市场普遍认为谷歌广告收入为654.5亿美元，较上年同期增长1 ...