Here is my study of GOOG, score 3.55/5
- 02/23/2020 – This is good news for Google. It is now focusing more on profit generating items – cloud.
Google Plots Course to Overtake Cloud Rivals
Job cuts are part of yearlong push to shake up unit and focus on delivering growth to Alphabet
Google’s decision to cut jobs at its cloud-computing division is the latest move in a yearlong effort by Thomas Kurian to shake up the unit and put greater focus on delivering growth to parent Alphabet Inc.
Mr. Kurian, after joining from Oracle Corp. in November 2018, imposed hard project deadlines, riling some workers used to looser execution targets, according to former Google employees, some of whom left because of the move. The job cuts that Google disclosed last week to The Wall Street Journal were part of a restructuring aimed at improving how the company works with cloud customers, it said.
Among the objectives Google has set since Mr. Kurian joined are to become one of the top two cloud-computing providers and exceed $25 billion in sales within a few years, according to former employees. Google has room to grow—its market share in the cloud is just 4%, according to Gartner Inc. It trails Amazon.com Inc., Microsoft Corp. and China’s Alibaba Group Holding Ltd.
- 02/20/2020 – It seems like Google is now changing its focus to profitability after changing the CEO
Google parent Alphabet is pruning its ‘other bets’
Makani, Jigsaw, Chronicle and Nest have all lost their ‘other bet’ status.
The question, therefore, is how much patience CEO Sundar Pichai has for Alphabet’s other bets, and which ones are most likely to emerge as meaningful businesses. The company has already shown that it’s not afraid to cut or relocate struggling subsidiaries, which doesn’t bode well for projects like Fiber, which stopped expanding years ago.
The only guarantee? In another five years, Alphabet’s composition will have changed once again to reflect its evolving vision of the future and, more importantly, what technology will give staff and investors the greatest return.
- 01/11/2020 – Google is marching into health care data companies such as CERN, worth watching the targeted health care data companies.
Paging Dr. Google: How the Tech Giant Is Laying Claim to Health Data
The company has struck deals that grant it access to millions of patient records
High Fisher growth score 3.9/5,
Fair default checklist score 3.4/5
Fair guru checklist score 3.6/5
Fair Peter Lynch Fast growth score 3.3/5
detailed study (GOOG_study_Dec_2017)
