Why Google Stock Is Crashing - Q3 Earnings Update

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Google stock crashed this morning after posting their Q3 results last night.

Alphabet stock, as the company is formally known, has been in decline through 2022 but a poor Q3 earnings has meant the stock price has dived under $100.

In this video I share my Google stock analysis, insight into the Q3 earnings and my Google stock valuation with a forecast model making an attempt at future performance prediction.

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Sasha, love it when you use side notes to interpret the conference call answers. They are so funny and accurate!

Allen-L-Canada

I'd like to see Google focus more on producing products that it can sell rather than focusing so much on advertising. After all, Google has probably the best AI/ML capabilities of any company. Why isn't it making more products that take advantage of that?

RussAbbott

I read a very inspirational post on reddit about a guy who lived through the 2008 crash (if i remember correctly). Anyway, the market crashed and he kept DCAin into index funds and when the market eventually turned around in 10 years or so he could pay off his house and retire. So, keep working and DCA into indexfunds.

MaxPayneX

@Sasha. If google goes bankrupt without ad revenue, the founders would still be rich but its an irreplicable loss for the rest of the world. I have lived days without electricity but never without google search and YouTube.

harikrishnanchandramohan

I believe that we will see the shorts showing flashes of adverts through logos imprinted on the shorts. I think the hiring will pay off because they are accepting employees with the highest quality and then weeding them out later. By the time the height of the recession hits, we will eventually see huge layoffs that will ultimately only leave behind the cream of the crop. The management answers in that way because they clearly don't intend to weed anyone out yet. They are still trying to hold onto the old way of doing business aka 2020 to 2021. But, these questions posed to them will definitely get them thinking even if they haven't yet done so.

isakeng

With other tech companies failing and have people leaving is a critical opportunity for Alphabet to persuade engineers.

Deveonn

Thanks for doing a real analysis, and not resorting to the basic technical analysis.

MarcusJGadson_CFA

I'm jumping all inside $GOOGL. I hope it falls below $70, I missed Microsoft at a PE ratio of 6 in the 2000s and I'm not going to miss this.

Cleisthenes

Thanks Sasha. Time for bargain hunting I feel. Keep up the good work

TheCompoundingInvestor

Good insight. It’s hard to argue with your assumptions on the expenses side. On the earnings side I think your assumptions are way too optimistic for 2022 and 2023. My assumptions are 2 billion apart in earning in 2022 Q4 and the gap in 2023 widens to about 12 billion. By 2027 we are $60 billion apart. Obviously I hope you are right and I’m wrong but even at my more conservative $135 TP they are still worth a position.

josequesada

haha that call was hilarious. Word salad indeed!

SLPCaires

I'm a campaign manager and our work emails are too quiet from the last two quarters

armstrong

plus...tik tok takes a bigger and bigger share. I work in advertising and know that

havencat

Can you cover the Coinbase as well? It is available on 212. The price went up. Thanks

johnnyovarb

Interesting their growth in cloud. They’ve partnered with Palantir earlier this year for their cloud business. Wondering if there is a possible (even if slight) correlation.

marvin