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[GOOG] Summary of SVB MoffettNathanson's Inaugural Technology, Media, and Telecom Conference

by 참우럭아저씨 2023. 5. 21.
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Neal Mohan - CEO, YouTube and SVP, Google

Business Highlights

1. Revenue Growth:

Alphabet Inc., the parent company of Google and YouTube, presented at the SVB MoffettNathanson's Inaugural Technology, Media, and Telecom Conference. Neal Mohan, CEO of YouTube and SVP of Google, discussed the company's revenue growth and generative AI technology, which are the main interests of investors. Mohan highlighted that YouTube is the number one streaming service in the US, with over 150 million users on connected TV devices. The company is investing heavily in connected TV, and its growth in this area has been significant.

2. Generative AI Technology:

Mohan also discussed the company's investment in generative AI technology, which he sees as an opportunity to enhance the creativity of its creators and to transform advertising creative from horizontal to vertical formats. The company sees opportunities for generative AI technology to improve the user experience on its platforms.

Financial Status:

1. Revenue Growth:

Alphabet Inc. continues to focus on user innovation and personalization to enhance the user experience on its platforms. The company's investment in shopping features and generative AI technology are seen as opportunities for revenue growth and future growth potential.

2. Investment in Shopping Features:

Mohan discussed the company's investment in shopping features, which he sees as an opportunity to connect creators with their fans and grow their businesses. The shopping cards that appear below videos on the watch page and the carousels that exist there are examples of the company's investment in shopping.

Overall, Alphabet Inc. is focusing on revenue growth and generative AI technology to enhance the user experience on its platforms. The company's investment in shopping features is seen as an opportunity to connect creators with their fans and grow their businesses. The company's focus on user innovation and personalization is expected to drive future growth potential.

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