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> Is the proper way to interpret this that investors are a lot more optimistic about Google's future vs Apple's? I've read institutional investors don't see Ap
by JTon 9y ago
> Is the proper way to interpret this that investors are a lot more optimistic about Google's future vs Apple's?
I've read institutional investors don't see Apple having sufficiently diversified revenue streams to warrant a higher P/E. Something around 60% of their revenues come from iPhone alone.
- rising-sky 9y agoAnd Google's revenue diversification?
- jpatokal 9y agoFrom the friendly article: Non-advertising revenue from Google combined with revenue from Verily and the other Alphabet companies was $15.5 billion in 2017, accounting for about 14 percent of total revenue, compared to $10.9 billion, or 12 percent, in 2016. Not much in total percent terms because of how huge the ads business is, but if you look at it on its own, that's up 50% and $5 billion YoY.
- rising-sky 9y agoDeducing solely from your comment then, Google and other Alphabet companies advertising revenue was 86%? That's seems a lot less diversified than Apple's 60% from iPhones...
- icebraining 9y agoYou can put ads in a lot of places, it's not really the same as a single product line.