Post #208 by Lear on the Alphabet board

Pause to imagine what posts would you want to read here from others. It will likely be kinder, or involve original research with data, or be detailed and thorough, or all of the above. In response, aim to write your own posts in such a way. This will systemically produce the most valuable boards.

- Manlobbi

Stocks A to Z / Stocks G / Alphabet (GOOG)

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The $36 is ad revenue. You then need to estimate YouTube’s share of subscriptions revenue plus other items that fall under subs/other revenue under Google Services (eg affiliate sales, BrandConnect, licensing related). That’s a total pool of $76 billion and change in 2024, only some of which does not draw back to YouTube.

The article doesn’t address her estimates and I don’t have access to her reporting, but that’s how I believe she gets there and why some estimation is required.

Would welcome more detail or corrections if anyone has anything.

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