Google Parent Alphabet's Debut Dividend Sparks Reflection On PayPal Co-Founder Peter Thiel's 2012 Warning: 'You're Admitting That You're No Longer A Technology Company'
Google Parent Alphabet's Debut Dividend Sparks Reflection On PayPal Co-Founder Peter Thiel's 2012 Warning: 'You're Admitting That You're No Longer A Technology Company'
The recent announcement of a dividend by Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) during its first-quarter earnings has brought renewed attention to a warning from Peter Thiel, co-founder of PayPal Holdings Inc, about the future of the tech giant.
Alphabet Inc.（納斯達克股票代碼：GOOG）（納斯達克股票代碼：GOOG）最近在其第一季度業績中宣佈分紅，這再次引起了人們對PayPal Holdings Inc聯合創始人彼得·泰爾對這家科技巨頭未來的警告的關注。
What Happened: Thiel, a prominent figure in the tech industry, had expressed concerns about the future of Google, now a subsidiary of Alphabet, back in 2012. He suggested that the company's lack of technological innovation could lead to significant issues.
發生了什麼：科技行業的傑出人物泰爾早在2012年就對谷歌的未來表示擔憂，谷歌現在是Alphabet的子公司。他認爲，該公司缺乏技術創新可能會導致重大問題。
Thiel, speaking at an Aspen, Colorado event sponsored by Fortune magazine, said, "...Google is no longer a technology company, it's basically a search engine. The search technology was developed a decade ago. It's a bet that there will be no one else who will come up with a better search technology."
泰爾在《財富》雜誌贊助的科羅拉多州阿斯彭活動上發表講話時說：“... 谷歌不再是一家科技公司，它基本上是一個搜索引擎。搜索技術是在十年前開發的。可以打賭沒有其他人會想出更好的搜索技術。”
"So, you invest in Google, because you're betting against technological innovation in search. And it's like a bank that generates enormous cash flows every year, but you can't issue a dividend, because the day you take that $30 billion and send it back to people you're admitting that you're no longer a technology company," Thiel added.
“所以，你投資谷歌，因爲你押注的是搜索領域的技術創新。這就像一家每年產生巨額現金流的銀行，但你無法發放股息，因爲當你拿出這300億美元匯回給人們的那一天，你就承認自己不再是一家科技公司，” 泰爾補充說。
Notably, Thiel conveyed to former Google CEO Eric Schmidt that the company lacked direction in its investment decisions.
值得注意的是，泰爾向谷歌前首席執行官埃裏克·施密特表示，該公司的投資決策缺乏方向。
Why It Matters: Despite Thiel's concerns, Alphabet has been showing strong financial performance. During the first quarter of 2024, the company reported a 15% year-over-year increase in revenue, totaling $80.539 billion, and a quarterly earnings of $1.89 per share, beating analyst estimates. This marked the fifth consecutive quarter in which Alphabet surpassed analyst expectations on both the top and bottom lines.
爲何重要：儘管泰爾感到擔憂，但Alphabet一直表現出強勁的財務表現。在2024年第一季度，該公司報告收入同比增長15％，總額爲805.39億美元，季度每股收益爲1.89美元，超過了分析師的預期。這標誌着Alphabet連續第五個季度的收入和利潤均超過分析師的預期。
Alphabet's CEO, Sundar Pichai, has projected a combined revenue of $100 billion from the company's YouTube and Cloud businesses by 2024, indicating a 25% growth rate for each of the next three quarters. Pichai's forecast suggests that Alphabet is entering a new growth phase, as noted by Gene Munster of Deepwater Asset Management.
Alphabet的首席執行官桑達爾·皮查伊預計，到2024年，該公司的YouTube和雲業務的總收入將達到1000億美元，這表明未來三個季度的增長率將達到25％。正如深水資產管理公司的吉恩·芒斯特所指出的那樣，皮查伊的預測表明，Alphabet正在進入一個新的增長階段。
Furthermore, Pichai has expressed confidence in Alphabet's ability to manage the costs associated with the new search experience, including generative answers.
此外，皮查伊對Alphabet管理與新搜索體驗（包括生成式答案）相關的成本的能力表示了信心。
This confidence is supported by the company's strong financial performance and its commitment to AI, as evidenced by a $12 billion capital expenditure announced during the first-quarter earnings call.
這種信心得到了該公司強勁的財務業績及其對人工智能的承諾的支持，第一季度業績電話會議上公佈的120億美元資本支出就證明了這一點。
Price Action: Alphabet's Class A stock rose 11.56% to $174.04, while Class C stock rose 11.43% in after-hours trading to $176.23, according to data from Benzinga Pro at the time of writing
價格走勢：根據Benzinga Pro在撰寫本文時的數據，Alphabet的A類股票上漲11.56％，至174.04美元，而C類股票在盤後交易中上漲11.43％，至176.23美元
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圖片來自 Shutterstock
This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
該內容部分是在Benzinga Neuro的幫助下製作的，並由Benzinga編輯審查和出版。
譯文內容由第三人軟體翻譯。