Alphabet Presentation

Evan Smith – [email protected]

EECS 441

How it started

Larry Page

Sergey Brin

How it started

1995 – Larry and Sergey meet

1997 – Google.com registered

2004 – IPO at $23B valuation

Where it’s at now

Core Business Other Bets

...

Where it’s at now

91% of total CAPEX

Core Business Other Bets

...

Products & Services

YouTubeSearch Android

And many more…

Products & Services

7 products with over a billion unique monthly active users

Core Strategy

Build products people want to use

Create ecosystem around products

Monetize products with ads

Business

Revenue $75.0B ↑ 13.6% YoY

Net Income $16.3B ↑ 15.6% YoY

OPM 25.8% ↑ 0.8% YoY

Data from Alphabet 2015 10-K

Business

Market Cap $478B ↑ 24.3% YoY

Revenue Mix 54% from outside U.S.90% from ads

Headcount 62k with 23k in R&D

Data from Alphabet 2015 10-K

Competition

General purpose information services

Vertical search engines

Social networks

Other advertising

Predictions

Relevant for the foreseeable future

Continued (but moderate) growth

Increase in non-ad based revenue

Questions?Evan Smith – [email protected]

Business