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标题: [技术分析] GOOG暴涨90块！华尔街女CFO帮助狗狗玩美元汇率大赚特赚 [打印本页]

作者: 钢铁牛 时间: 2015-7-16 19:11 标题: GOOG暴涨90块！华尔街女CFO帮助狗狗玩美元汇率大赚特赚

GOOG盘后ER暴涨，

Internet giant Google Inc.'s revenues took a big hit during the second quarter from foreign exchange.

The company reported that its second-quarter revenues of $17.7 billion would have been $1.1 billion higher without the currency impact.

Google's revenues were actually roughly $1.6 billion lower because of currency conversion, but that number was offset by $471 million in gains from the company's hedging program.

The second-quarter earnings call was the first led by Google's new chief financial officer, Ruth Porat, who took over the position from Patrick Pichette in May.

During the call, Ms. Porat, a former Morgan Stanley investment banker and finance chief, said that she would be "very engaged" with the sprawling tech company's many business unit heads to come up with a 2016 budget. The company's management has recently been criticized by analysts for its profligate spending, and Ms. Porat said that she expense discipline would be important, but revenue growth was the priority.

"That's not inconsistent with expense management," she added.

Google's capital expenditures fell to $2.5 billion during the quarter, down 14% from the prior quarter. But Ms. Porat said during the call that the past three months marked "a bit of a digestion period" for the company.

But, as The Wall Street Journal's live blog of the earnings call noted, Ms. Porat didn't commit to saying the company is on a long-term digestion period. She said the "cadence of spend" can vary, suggesting that expenses could ebb and flow in coming quarters.

作者: 钢铁牛 时间: 2015-7-16 19:20

多亏华尔街的Morgan Stanley女魔头帮忙，大多数硅谷的HI Tech公司或多或少都受到美元汇率的冲击，唯有华尔街玩过钱的懂得这个道理，

水可以覆舟，但也可以栽舟。。。

作者: oldhorse 时间: 2015-7-16 20:30

goog有些东西太超前了，浪费不少钱

作者: 钢铁牛 时间: 2015-7-16 20:51

回复 3# oldhorse

GOOG太轻浮，做事不实在不踏实
和华尔街的风格很像

到目前为止没见到做出一件像样的产品

作者: not4weak 时间: 2015-7-16 21:04

回复 4# 钢铁牛

可是为何股价这么高呢？

作者: 钢铁牛 时间: 2015-7-16 21:06

回复 5# not4weak

玩钱！

作者: tianfangye 时间: 2015-7-16 21:19

这CFO比较厉害，靠控制预算增加利润

作者: 钢铁牛 时间: 2015-7-17 09:14

回复 7# tianfangye

她非常专业并且敬业！
她从华尔街出来知道那边喜欢什么不喜欢什么。就做了两件事

goog过去花钱上经常大手大脚，她帮助大刀阔斧砍掉！
在美元汇率高涨下，她知道如何利用汇率的差价来玩钱

作者: 雨后 时间: 2015-7-19 01:25

Analysts praised Porat liberally in their research notes this morning:

"New CFO delivers," Macquarie wrote. "... we thought Ruth's commentary was incrementally positive on top of mind issues," Barclays commented. "Dawn of a new era? Kinda feels like it," Deutsche Bank titled its research note on the earnings. Porat "did not disappoint," Goldman Sachs notes. "She focused on the matters that the market cares about the most, namely the ability to invest with discipline and what appears to be a more pragmatic outlook on its balance sheet."

Porat is one of Wall Street's own stars:

Before joining Google, she spent more than 20 years at Morgan Stanley, prompting Politico to laud her as "the most powerful woman on Wall Street."

Google's paying Porat $70 million in bonuses and grants, a number that seems paltry compared to the roughly $50 billion it added to its market cap after she delivered its earnings.

Read more: http://www.businessinsider.com/w ... 015-7#ixzz3gJP29L17

作者: oldhorse 时间: 2015-7-19 10:46

GOOG盘后ER暴涨，

Internet giant Google Inc.'s revenues took a big hit during the second quarter f ...
钢铁牛发表于 2015-7-16 19:11

这个cfo 厉害，不知原来挣多少。

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