This deck covers Google's finances, up to and including its Q1 2015 numbers. It is part of the Jackdaw Research Quarterly Decks service, which you can sign up for here: https://jackdawresearch.com/quarterly-company-decks/
Similar decks are available for Amazon, Apple, Facebook, Microsoft, Samsung, Twitter, and many others each quarter as part of the subscription. Accompanying analysis can often be found at http://www.beyonddevic.es
Please direct any questions to Jan Dawson at jan@jackdawresearch.com
2. Introduction
• This deck is part of the Jackdaw Research Quarterly Company Decks
subscription service, and is one of about a dozen similar decks produced
each quarter on major consumer tech companies
• The intention is to highlight trends and patterns which are not always obvious
when merely looking at a spreadsheet
• Accompanying analysis can often be found on our blog at
www.beyonddevic.es
• This is the base tier of a three-tier offering, with higher-priced services
offering access to the underlying data and custom presentations and analysis
• For more information, please visit:
https://jackdawresearch.com/quarterly-company-decks/
3. Disclaimer
The charts in this deck are based on the company’s
reported financial and operating metrics, together with
other metrics derived from them by Jackdaw Research.
While every effort has been made to ensure the
accuracy of the data presented, and the absence of
errors, we make no guarantee of accuracy and accept
no liability for decisions made based on the information
contained in this document. Readers should always
consult the source documents if making financial or
other decisions regarding the company concerned.
5. Revenue mix
Source: Google reporting, Jackdaw Research analysis
0%
20%
40%
60%
80%
100%
Q1 2006 Q1 2007 Q1 2008 Q1 2009 Q1 2010 Q1 2011 Q1 2012 Q1 2013 Q1 2014 Q1 2015
Google Sites ads Google Network ads Other
6. Revenue split by ad segment
Source: Google reporting, Jackdaw Research analysis
0%
20%
40%
60%
80%
Q1 2007 Q4 2007 Q3 2008 Q2 2009 Q1 2010 Q4 2010 Q3 2011 Q2 2012 Q1 2013 Q4 2013 Q3 2014
Google websites Google Network Members' websites
7. Revenue split by region
Source: Google reporting, Jackdaw Research analysis
0%
10%
20%
30%
40%
50%
Q1 2009 Q4 2009 Q3 2010 Q2 2011 Q1 2012 Q4 2012 Q3 2013 Q2 2014 Q1 2015
United States United Kingdom Rest of the world
8. Year on year growth for ad
businesses
Source: Google reporting, Jackdaw Research analysis
-25%
0%
25%
50%
75%
100%
Q1 2007 Q4 2007 Q3 2008 Q2 2009 Q1 2010 Q4 2010 Q3 2011 Q2 2012 Q1 2013 Q4 2013 Q3 2014
Google Websites Network Total ad revenues
9. Year on year growth rates by
region
Source: Google reporting, Jackdaw Research analysis
0%
10%
20%
30%
40%
50%
Q1 2010 Q3 2010 Q1 2011 Q3 2011 Q1 2012 Q3 2012 Q1 2013 Q3 2013 Q1 2014 Q3 2014 Q1 2015
United States United Kingdom Rest of the world Total