財務數據
廣告產業數據追蹤
從2021Q4-2022Q1來看，Facebook營收年增率從20%下滑至-4%（排除匯率影響年增2%），同時期其他同業如SNAP營收增長從42%掉到6%；Google從33%掉到3％，顯示出當整體廣告需求下滑時，廣告預算會更集中在Google, Facebook等大型廣告公司
雲產業數據追蹤
Highlight
Context
Philipp Schindler: 廣告支出下滑，尤其在金融業（保險、貸款、房貸、區塊鏈）
For example, in financial services, we saw a pullback in the insurance, loan, mortgage and crypto subcategories. There's no question we're operating in an uncertain environment, and that businesses big and small continue to get tested in new and different ways, depending on where they are in the world.
Philipp Schindler: 搜索廣告在有挑戰性的時期表現相對好，主因為其可測量性及專注在ROI，且可以隨著消費者行為快速改變
In challenging times like these, advertisers are carefully evaluating the effectiveness of their budgets. Search tends to do relatively well in such an environment, given its strong measurability and focus on delivering ROI. It's also well suited to quickly adjust to changes in consumer behavior. And when Search is coupled with our automation products across bidding, creatives, targeting or Performance Max, it can drive performance even further.
Philipp Schindler: 品牌廣告與效果廣告支出本季都有下滑
Yes. And from my side, Eric, in the third quarter, as I mentioned, there was a further pullback in spend by some advertisers across both brand and direct response. But overall, I feel YouTube remains in a really good position to continue to benefit from the streaming boom. In direct response, we think there's a lot of room to run to make really due more shoppable, more actionable from video action campaigns to product feeds, app campaigns, live commerce features.
Advertisers are turning to YouTube to convert intent into action and really drive performance at scale. Product feeds are coming to Discovery ads soon and recent expanded to Shorts. We're already seeing results. And in fact, on average, video action campaigns with product feeds saw an over 70% increase in conversions on Shorts versus those without.
On the brand side, as I said earlier, eyeballs are moving away from linear TV, and we're helping brands move beyond tradition. Let's to efficiently really achieve their reach and awareness goals. And obviously, you mentioned that as well as Connected TV is an important part of this strategy. When you think about it, YouTube is really the best place for advertisers to reach new consumers across multiple formats and screens from shorts to long-form, podcast, music all the way to CTV.
業務
專注在AI領域投資
Sundar Pichai: 十年前，專注在手機幫助我們的生意轉移到手機運算，我們現在在類似的時間點，AI是另一個變革性的科技，我們投資在AI及深度運算科技，讓我們可以在產品及服務取得突破，幫助人們、商業及社區Throughout Google's history, periods of dedicated focus have enabled us to emerge strongly and unleash new eras of computing innovation. For example, over a decade ago, focusing the company's efforts on mobile helped us to build and grow our business for the shift to mobile computing. We are at a similar point now with AI, another transformational technology. Our investments in AI and deep computer science mean that we can deliver a wide range of breakthroughs across our products and services to help people, businesses and communities.
Play, Youtube廣告業務
Philipp Schindler: Play 營收下滑，因為用戶參與度相對疫情時下降、用戶行為改變等Play revenues were lower due to a number of factors, including a decline in user engagement and gaming from the elevated levels seen earlier in the pandemic. Among other factors, this shift in user behavior also created downward pressure on our advertising revenues, with lower revenues from ad promo spend on YouTube Network and Play Ads in Search and other.
產品
搜尋
Sundar Pichai: 透過AI，可以提供更自然、更直覺的搜尋體驗，如在你打完字之前就給你選自建議、Google lens的圖像搜索、LaMDA、Deepmind等At our Search On event, we shared how we are using AI advances to deliver a more natural and intuitive search experience. These advancements will soon help to surface things you might find helpful before you even finish typing. We are also making visual search more natural than ever before. People now use Google Lens to answer more than 8 billion questions every month using just a photo or an image.
Youtube
Sundar Pichai: 專注在觀看人數、創作者及廣告主長期的增長。近期改變主要為強化Shorts的貨幣化率，並將在明年推出Shorts分潤機制。 Philipp Schindler: 平均每日Youtube觀看時數達700 Mn以上，Youtube Shorts月活躍用戶達15億人，每天300億次觀看We remain focused on long-term growth for our community of viewers, creators and advertisers. To that end, we announced some exciting changes at our Made on YouTube event last month. First, improving the monetization of Shorts. This is a big deal for creators and for our business. We'll introduce revenue sharing on Shorts early next year. This update makes YouTube the only platform where creators can monetize their content across short, long and live formats at scale. -Sundar Pichai
On average, global viewers are watching 700 million-plus hours of YouTube content on TV daily. 1.5 billion users every month, 30 billion daily views. - Philipp Schindler
Google Cloud
Sundar Pichai: 雲採用在不確定的總體經濟係仍扮演強力的角色。Google Cloud幫助企業解決商業挑戰、改善生產力、降低成本及解鎖成長引擎。 Google Workplace已經有超過800萬家公司或組織採用The long-term trends that are driving cloud adoption continue to play an even stronger role during uncertain macroeconomic times. Google Cloud helps customers solve today's business challenges, improve productivity, reduce costs and unlock new growth engines. At Cloud Next, we unveiled more than 100 new products and announced new and expanding relationships with Toyota, Prudential plc, Coinbase and AppLovin.
The shift to hybrid work continues with organizations evolving to support an increasingly distributed workforce. I'm proud to share that Google Workspace is now used by more than 8 million businesses and organizations worldwide. That includes Korean Air as well as the U.S. Army, which is transitioning 250,000 personnel to our secure communication and collaboration platform.
Other Bets
Sundar Pichai: Waymo完成30萬次商業外送Waymo announced that Los Angeles will be its third ride-hailing city, joining Phoenix and San Francisco. Waymo will begin by mapping several neighborhoods in LA as it prepares to serve people there. Wing just surpassed 300,000 commercial deliveries. It's servicing new areas in Australia and announced its first drone delivery trials in Ireland.