🍿 2022-08-21 15:15:00 - Paris/France.
Alphabet (GOOGL -2,46%) (GOOG -2,27%) ngokuqhelekileyo akuyiyo inkampani yokuqala efika engqondweni xa abatyali-mali becinga ngamasheya. Ukusasaza ividiyo. Nangona kunjalo, inkonzo entsha yeYouTube inokutshintsha loo nto. Ishishini le Ukusasaza malunga nokugcwala ngakumbi ngeAlfabhethi engena emarikeni? Masivavanye.
Utshintsho lwealfabhethi ukuya Ukusasaza
UYouTube uceba ukuphehlelela ivenkile yesitishi kwiinkonzo zokusasaza. Ukusasaza ividiyo kwaye ixoxa kunye neenkampani zokuzonwabisa malunga nokuthatha inxaxheba eqongeni. Imarike ye Ukusasaza inokuvumela abathengi ukuba babhalise kwiinkonzo ezahlukeneyo ngokuthe ngqo nge-YouTube app, efana neehubs esele zibonelelwe Amazon, appleet unyaka.
Indawo entsha yokuthengisa sele iphuhliswa kwiinyanga ezili-18 kwaye kulindeleke ukuba ikhutshwe ngokwindla ka-2022. Ukusasaza ukuba inkonzo kaYouTube ikufanele ukujoyina kwaye uncame enye yengeniso eyenzelwe ilungelo. . Ingxoxo kaYouTube ayinanto ilungileyo; Ngobalo lwayo olunomtsalane lwe-2,6 yezigidigidi zabasebenzisi, iqonga levidiyo yeyona nkonzo isetyenziswa kakhulu apho ezinye iinkampani zabelana ngeetreyila zomxholo wazo omtsha.
Ngokuphathelele oko iAlfabhethi imele ukuzuza, isigqibo sokwenza ingeniso entsha ngokusebenzisa Ukusasaza ayingombono umbi unikwe iziphumo zekota yesibini yenkampani ngo-2022. Amacandelo e-Alfabhethi afika kumanqaku ambalwa ngaphantsi kokulindela. Umzekelo, ingeniso yenkampani ngesabelo ngasinye ifike kwi-1,21 yeedola xa ithelekiswa ne-1,28 yeedola, ngelixa ingeniso ibethe i-69,69 yeebhiliyoni zeedola xa ithelekiswa ne-69,9 yeebhiliyoni zeedola.
Ngokufanayo, ingeniso yentengiso yeYouTube ibethe i-7,34 yeebhiliyoni zeedola, isuka kwi-7,52 yeebhiliyoni zeedola. Ingeniso yeLifu likaGoogle nayo yaphoswa luphawu kancinci, yabetha i-6,28 yeebhiliyoni zeedola ngokuchasene ne-6,41 yeebhiliyoni zeedola. Lilonke, ukukhula kwengeniso kwehle ukuya kwi-13% kwi-Q2 2022 ukusuka kwi-62% kunyaka odlulileyo.
Okona kuthotywa kakhulu kwengeniso kwingxelo yeAlfabhethi kwavela kuYouTube, apho intengiso inyuke nge-5%, umahluko omkhulu kwi-84% yokutsiba eyenziwe kanye kunyaka ophelileyo. Ukubona ukukhula okucothayo kweYouTube, inkonzo entsha evumela inkampani ukuba ithathe isiqwenga se-pie ye-80,83 yeebhiliyoni zeedola. Ukusasaza ayingombono umbi.
Netflix kunye noDisney kufuneka bakhathazeke?
Njengabaphambili kushishino, Netflix (NFLX -1,64%) kunye Disney (DIS -2,06%) banokuzuza kancinci kwiinkonzo zikaYouTube ezizayo zeAlfabhethi. Iinkampani ezimbini zithatha indawo yokuqala kunye neyesibini kwinani lababhalisi kwi Ukusasaza, kunye ne-Disney No. 1 kunye ne-221 yezigidi ezahlula phakathi kwe-Disney +, i-Hulu kunye ne-ESPN +. Ngeli xesha, Netflix iza ngasemva ngababhalisi abazizigidi ezingama-220,7 kwihlabathi liphela. Udumo olukhulu lwe Netflix kunye noDisney kuthetha ukuba ukuthatha inxaxheba kwezi qonga kwiSitolo seSitishi seYouTube akusayi kubazuzisa njengoko bekuya kuba luncedo kwiinkonzo ezincinci.
Iinzame zikaYouTube zokuthatha isilayi sepayi Ukusasaza akunakwenzeka ukuba ubeke iAlfabhethi kukhuphiswano oluthe ngqo nge Netflix kunye neDisney, kodwa inamandla okunyusa amaqonga amancinci ngokwaneleyo ukuba abe ababhalisile kwi-giants. Abadlali abancinci abanje Comcastyipikoko, Kuqala+, yaye AMC NetworksInkitha yezibonelelo Ukusasaza ingazuza kakhulu ngokujoyina inkonzo etsala abasebenzisi bemihla ngemihla abangaphezu kwe-122 yezigidi.
Netflix kunye noDisney babone ukhuphiswano lwabo lukhula lomelela njengoko iAlfabhethi ixhamla kwimpumelelo yabo, yenza buthathaka ukubamba kwe-titans Ukusasaza kwimarike.
Kwaye emva koko
Ngaphandle kokuhla kwe-8% kwizabelo ze-Alphabet phakathi kwe-21 kaJulayi kunye ne-26 kaJulayi emva kokuba inkampani ibhengeze iziphumo ezingaphantsi kwezona zifanelekileyo kwikota yesibini ye-2022, izabelo zenyuka kakhulu. Ukususela ngo-Agasti 15, isitokhwe senyuke nge-16,2% ukususela ngoJulayi 26, ukubetha phezulu akuzange kubonwe ukususela ngoMeyi. Nangona kunjalo, isitokhwe siphantsi malunga ne-17% ukususela ngoJanuwari, enokuthi ibonise ukuba ayenziwanga ngokunyuka. Imarike entsha Ukusasaza Ialfabhethi inamandla okunyusa ingeniso kunye nokubuyisela ukukhula okukonwabele iYouTube ngo-2021, okuthetha ukuba abatyali mali banokukhetha ukuthenga isitokhwe ngexabiso lentengiso ngaphambi kokusungulwa kwenkonzo entsha.
Ewe Netflix kunye neDisney, ezi ntshukumo akunakwenzeka ukuba zive naziphi na iziphumo zangoko kwinkonzo kaYouTube. Olona vavanyo lokwenyani iya kuba ngabaphi abadlali abancinci abangena kwimarike kaYouTube, oko kunokubangela ukhuphiswano ngakumbi Netflix kunye neDisney. Kusenokufuneka kutyalwe imali kwiinkonzo ze Ukusasaza abasebenzi basezimayini abaninzi abajoyina ivenkile yesitishi seYouTube kuba ukonyuswa kwishishini labo kunokonyusa isitokhwe sabo.
UJohn Mackey, i-CEO ye-Whole Foods Market, i-Amazon subsidiary, lilungu lebhodi ye-Motley Fool. USuzanne Frey, isigqeba seAlfabhethi, lilungu lebhodi yeMotley Fool. UDani Cook akanalo isikhundla kwii-stocks ezikhankanywe. I-Motley Fool ingumnini kwaye icebisa iAlfabhethi (izabelo ze-A), i-Alphabet (izabelo ze-C), i-Amazon, i-Apple, Netflix, Roku kunye noWalt Disney. I-Motley Fool icebisa iComcast kwaye icebisa oku kulandelayo: Iidola ezili-145 zeeFowuni ezinde ngoJanuwari 2024 kwiWalt Disney, i-$120 yeeFowuni ezinde ngoMatshi ka-2023 kwi-Apple, i-$155 yeeFowuni eziMfutshane ngoJanyuwari ka-2024 kwiWalt Disney, kunye ne-130 yeeFowuni eziMfutshane ngeedola ngoMatshi ka-2023 kwi-Apple. . IMotley Fool inomgaqo-nkqubo wokuxela.
SOURCE: Uphonononga Iindaba
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