谷歌Q4财报全面超预期，宣布20比1拆股后飙升超8%

华尔街见闻2022-02-02

摘要：去年四季度谷歌母公司营收大涨32%，EPS增近38%，运营利润增近40%，云收入增近45%且运营亏损同比收窄三成，均超预期，但YouTube广告收入略逊、创新业务收入缩小且运营亏损扩大近三成。公司打算在7月中旬以一次性特别股息方式20比1拆股，盘后涨超7%，股价上逼3000美元接近新高。2月1日周二美股盘后，数字广告和搜索巨头、谷歌母公司Alphabet发布2021财年第四季度财报。当季谷歌...

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mjng
·2022-02-02
Great
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虎哄就涨
·2022-02-02
[強] [強] [強]
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如期而至
·2022-02-02
這貨牛逼啦。
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tummybiased
·2022-02-02
贊👍
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gud
·2022-02-02
好好好
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- MyKhoo:
  K
  2022-02-02
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亿美元，同比增超28%，增幅小于营收同期增速，算是盈利增长得以维持的利好迹象。扣除对利润产生影响的TAC后营收近619亿美元，高于预期的593亿美元，同比增33.4%。当季运营利润接近219亿美元，同比增近40%，基本维持在疫情前的三倍水平。运营利润率为29%，从上一季度的32%下滑，2020年同期为28%，206亿美元的季度净利润创下历史新高。此外，公司去年四季度的资本支出63.8亿美元，低于预期的74.2亿美元。2021全年，谷歌总营收2576.4亿美元，同比增41%，每股收益112.20美元，同比接近翻倍。运营利润为787.14亿美元，同比增91%，运营利润率为31%，高于2020年的23%。云收入同比增超44%、运营亏损同比收窄三成，但YouTube广告收入逊于预期分业务来看，市场最关心、被视为谷歌下一个增长引擎的云业务四季度收入55.4亿美元，高于预期的54.71亿美元，同比增44.6%，2021年前三个季度的增速分别为46%、54%和45%。当季云运营亏损8.90亿美元，高于分析师预期的亏损8.21亿美元，也远超上一季度的运营亏损6.44亿美元，不过较2020年四季度的运营亏损12.43亿美元收窄了近三成（28%）。谷歌云包括为企业客户提供的基础架构和数据分析平台（GCP，即谷歌云平台），以及生产力和协作工具（Google Workspace）此外，在最新的财报格式中，谷歌服务包括核心的广告和搜索业务、安卓系统和Chrome浏览器、硬件、谷歌地图、谷歌支付、Play应用商店和YouTube视频平台。四季度服务收入694亿美元，高于预期的666.4亿美元，同比增31.3%；服务运营利润259.9亿美元，也高于预期的242.6亿美元。当季谷歌广告收入612.4亿美元，较上年同期的462亿美元大增32.6%；其中YouTube视频平台的广告收入86.3亿美元，同比增25.4%，但弱于市场预期的88.7亿美元。Alphabet 和谷歌首席执行官Sundar Pichai表示，公司继续受益于对人工智能技术的深入投资，四季度广告和云业务持续强劲增长，尽管供应受限，但Pixel智能手机仍创季度销售新高。Alphabet和谷歌首席财务官Ruth Porat称，四季度营收增超三成，反映了广告商支出的广泛实力和强劲的消费者在线活动，以及谷歌云收入的强劲增幅，公司将继续投资于长期机会。创新业务收入缩小、运营亏损扩大近三成，以一次性特别股息方式20比1拆股财报的第三环节——“其他押注”（Other Bets）曾经是谷歌的科技创新部门，定位前瞻性的产品开发与风险投资，包括自动驾驶初创公司Waymo、人工智能DeepMind、智能医疗Verily、风投基金Google Capital与Google Venture等。这项业务在去年四季度收入为1.81亿美元，同比降7.7%，但与去年三季度基本持平；运营亏损从2020年四季度的11.4亿美元扩大至14.5亿美元，等于亏损同比走阔近三成。公司还称，董事会已批准以一次性特别股息的方式对Alphabet A类、B类和C类股进行20比1的拆股。若经股东大会批准，7月1日前登记在册的股东将于7月15日盘后每股获得额外19股。华尔街对谷歌广告和云增长寄予厚望，但广告或受营销商供应挑战的拖累彭博汇编的数据显示，分析师不断上调Alphabet目标价，与其实际股价的差距一度创2020年3月欧美疫情爆发以来最大，华尔街平均目标价代表股价还有25%的涨幅空间。财报前仅一位分析师不建议“买入”。在微软发布好于预期的财报以来，Alphabt涨8%，超过创下一年多来最大两日涨幅的纳指100表现，成为继亚马逊之后投资者的大盘股最爱。这主要由于公司市盈率降至明年利润预期的22倍，较纳指100折价16%，被视为用合理价格提供增长前景。投资者和分析师将密切关注作为谷歌主要收入驱动力的广告和新兴云业务的表现。谷歌云持续录得运营亏损，但公司持续投入重金，试图从亚马逊AWS和微软Azure云服务中抢走市场份额。摩根大通等主流投行称，苹果iOS隐私变更可能不会对其广告客户群产生显著影响，主要由于谷歌产生收入的业务模块较为多元，而且通过搜索和视频平台拥有重要的第一手数据。谷歌搜索还可能受益于iOS隐私设置变更之下、社交媒体广告投放转移“阵地”的趋势。同时，云仍然是Alphabet的一个长期增长机会和大量投资领域。投行Wedbush分析师Dan Ives称，微软好于预期的财报说明企业对云软件的需求持续增长，对其他科技巨头也是好兆头，华尔街将格外关注谷歌和亚马逊财报中有关2022年整体云计算需求的细节。但美股研投网站The Motley 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