? Revenue: $14.42 billion vs. $12.36 billion
? Non-GAAP EPS: $10.65 vs. $10.52.
? CPC was down 6% year over year, but up 2% q/q, arresting what had been a quarterly decline for the past several quarters.
That's a decent beat, and the stock is up 3%.
?We ended 2012 with a strong quarter,? CEO Larry Page said in a canned quote.
?Revenues were up 36% year-on-year, and 8% quarter-on-quarter. And we hit $50 billion in revenues for the first time last year ? not a bad achievement in just a decade and a half. In today?s multi-screen world we face tremendous opportunities as a technology company focused on user benefit. It?s an incredibly exciting time to be at Google.?
Google will have an earnings call to discuss the earnings starting around 4:30pm.
5:03 PM | Bernstein: What have been majoe driver of deceleration of Google sites. Second, for TAC, grew less than we've seen. What driven?
Patrick: On Google sites, quite a bit of noise because of FX. Overall, pleased with growth around 20%, last quarter more headwinds. We are pleased with YouTube business. Despite FX noise, which carriers over to sites, we're pleased with overall growth.
On TAC, as we said, we think of TAC, it's distribution and it's worth paying for. Our apps across, and it's true for mobile. All of the mobile is thriving to the extent that it is. Nothing new here, but excited by the trends.
4:59 PM | Other highlights...
NA growth was robust. Asia was steady.
Southern Europe softer.
Enterprise gaining traction.
4:57 PM | YouTube and display...
Video baked into core of all our products.
YouTube well positioned for changing viewing habits. Increase in engagement from redesign. Available across mobile devices and connected devices.
Outside estimates of Gangnam generated $8 million in revenue.
Channel partners on YT doing six figures.
Strong signal of the power of YT to reach viewers.
4:55 PM | Major retailers using us for mobile ads.
4:54 PM | We're making shopping more stress free and fun.
4:54 PM | Our vision for search: Know what you mean and what you want and deliver it across all devices.
4:54 PM | We're pleased with y/y growth. Advertising firing on all cyclinders.
Top 25 advertisers spend $150 million per year on average.
4:53 PM | Fund strategic growth in Chrome, Android, Search, YouTube.
4:52 PM | Cash flow was $3.7 billion.
4:52 PM | CapEx data center, production equipment.
4:51 PM | Headcount up 300 people for the quarter.
4:49 PM | He mentioned this slide to talk about hedging program.
4:48 PM | Currency had a moderate negative impact on CPC.
Would have been down 4% y/y if not for that.
4:47 PM | Pichette on Motorola
At the very beginning. No one should be surprised if results are variable. We're working thru a 12-18 month product pipeline.
4:46 PM | Reading numbers from earnings...
I can't live blog these, I will miss stuff. So I will grab important numbers/ideas.
4:45 PM | Look at overall business financial performance.
Motorola home operations is presented as discontinued operations, it makes y/y and q/q comps harder.
4:44 PM | Now, Patrick takes over. (His voice is normal.)
4:43 PM | We don't want to spread ourselves too thin. Will be able to grow our ambitions. That's why I'm here and why Googlers are here.
4:43 PM | I am incredibly optimistic about the opportunities we have.
Every day I come to work excited about what we're doing. Build world changing products. Ambitious plans we have are only just getting started.
4:42 PM | Lots of opportunity...
Smartphones should have better batteries. Phones shouldn't go splat.
4:41 PM | Information on Motorola coming in a bit.
4:41 PM | Google Play ? another big bet is on fire.
Deals with Time and Warner Music Group, deals with movies, music and publishers, not even Play's 1 year anniversary.
4:40 PM | We launched Nexus 4 and Nexus 10. Nexus 7 continues to define the 7-inch category for tablets.
Could do better managing supply. Considering holiday excitement, there is a tremendous opportunity.
4:39 PM | Talking Chromebook
I love mine. Takes care of itself.
4:39 PM | We now live in a multiscreen world.
We feel naked w. out our smartphones. Many users have a latop, phone, tablet, we are in "uncharted" territory. Faster adoption than ever before. That's why we put so much focus on devices. One of our biggest bets. As well as software. Best of Google in one easy to use package.
4:38 PM | Long term investments in Google Maps have really paid off.
Most accurate and comprehensive maps in the world. A few years ago driving around the world to map it out might seem crazy. Today, makes sense.
Google Maps for iOS reinvigorated the product. It was downloaded over 10 million times in 48 hours. In fact, Google Maps are [loved by iOS users].
4:36 PM | Page talking about search...
Knowledge graph is bringing perfect search closer. Search for Nikola Tesla, you get this beautiful page of results. No need to look further.
Last quarter knowledge graph in seven new languages.
4:35 PM | Larry Page's voice sounds messed up.
4:33 PM | We're starting! Larry Page, Nikesh Arora, Patrick Pichette on the call.
4:23 PM | In the meanwhile, take a look at Motorola's sales. Down on a sequential basis for the holiday quarter.
4:22 PM | Hey there! We're going to live blog earnings shortly...
Source: http://www.businessinsider.com/live-googles-q4-earnings-2013-1
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