Comments on: Alphabet Q1 – The price of growth https://www.radiofreemobile.com/alphabet-q1-the-price-of-growth/ To entertain as well as inform Fri, 18 Apr 2025 06:25:09 +0000 hourly 1 https://wordpress.org/?v=4.9.26 By: windsorr https://www.radiofreemobile.com/alphabet-q1-the-price-of-growth/#comment-1452 Wed, 25 Apr 2018 10:25:19 +0000 http://www.radiofreemobile.com/?p=4500#comment-1452 Yes thats right except that the usage of these devices is continuing to grow. Google’s revenues are generated by usage of devices not by how many devices are shipping… hence if users use their phones 20% more, Google ad revenues would increase by 20% while hardware revs did nothing at all…

]]> By: Tim Nash https://www.radiofreemobile.com/alphabet-q1-the-price-of-growth/#comment-1451 Wed, 25 Apr 2018 08:35:43 +0000 http://www.radiofreemobile.com/?p=4500#comment-1451 ‘TAC is what Google pays to third parties that help it to acquire the traffic which drives its advertising business and I suspect that most of this increase is being paid to the long-suffering Android handset makers.’

Given that phone sales are flat, I would suspect that TAC payments to handset makers are flat too. With PC and tablet sales, flat to down, TAC payments there are likely to be flat to down too (except for payments to Apple, whose market share has increased in recent quarters).

So I feel the increased TAC payments will have largely gone to YouTube content providers, embedders etc. and smart home device makers (in the drive to overtake Amazon).

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