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Why is it a "black box"? Is it because Google doesn't break down the number or elaborate on the details of each contract? Also, an increase in share price (Ya
by josefresco 9y ago
Why is it a "black box"? Is it because Google doesn't break down the number or elaborate on the details of each contract?
Also, an increase in share price (Yandex) doesn't necessarily correlate to a change in actual usage.
- tyingq 9y agoPerhaps that it just isn't broken down into basic buckets like "Adsense" vs "Doubleclick" vs "All Other".
- gumby 9y agoIt's material enough on earnings to need reporting but the precise numbers are of competitive value. Probably if more than 2/3 of it were paid to one company the CFO might consider that material and then we'd learn.