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Technology Stocks : Investing in Exponential Growth

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From: Paul H. Christiansen7/28/2016 9:48:03 AM
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Here are two numbers to watch as Google tries to prove it’s not just an ads business

Google, the world’s largest advertising tech business, will try to convince Wall Street later today it’s more than just that.

Investors will eye just how steep the decline is in its cost-per-click of each ad, a proxy for mobile ad health. They'll also look for any shred of insight into YouTube’s growth. And they will look at spending to see if Ruth Porat, the CFO handling her fourth earnings report, can keep her cherished reputation as a fiscal disciplinarian.

Google missed its numbers last quarter. Its ads business is still a behemoth, but its growth rate is simmering and its chief rival, Facebook, just gave Wall Street a colossal quarter.

recode.net
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