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By Paresh Dave and Nivedita Balu
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Mostly reassuring financial results from Alphabet Inc<\/a> included one concerning sign for social media companies: Its YouTube<\/a> service posted its second difficult quarter in a row.
Quarterly ad sales at the world's biggest video sharing service grew at the slowest pace since Alphabet began disclosing that data three years ago. This indicates that last week's disastrous earnings report by Snap Inc<\/a> reflected problems not unique to Snap - and it could also spell trouble for Meta<\/a> Platforms Inc, whose results are due later on Wednesday.
Competition from TikTok<\/a>, a strong performance a year ago and a shaky economy all played a role in YouTube's latest woes, which earlier in the year were fueled by effects from the war in Ukraine and software changes by Apple Inc<\/a> to mobile devices due to privacy concerns.
Which factor is contributing most and how long the deceleration extends could significantly affect Alphabet shares, even though investors have been enamored with YouTube's potential to bring in hundreds of billions of dollars annually.
YouTube's advertising revenue grew by 4.8% in the second quarter, a percentage point lower than its growth during the dismal first few months of the pandemic. This suggests that YouTube ad sales<\/a> are more vulnerable to bad economic conditions than are the ad sales of Alphabet's biggest business, Google search.
YouTube ad sales rose to $7.3 billion, below estimates of $7.5 billion, according to FactSet data. Alphabet's core business is search ad sales, which grew 13.5% to $40.7 billion in the second quarter. YouTube competes more closely for ad dollars with media and social media companies such as Snap, Comcast Corp, Twitter<\/a> Inc and Meta's Facebook and Instagram.
COMPETITION<\/strong>
Google Chief Business Officer Philipp Schindler acknowledged on Tuesday that \"pullbacks in spend by some advertisers\" due to macroeconomic uncertainty are hurting YouTube. He also said last year's strong performance was difficult to beat, since advertisers that had pared spending due to the pandemic roared back with big budgets.
\"Alphabet's results appear to confirm our checks that search trends were relatively stable during [the second quarter], while YouTube is more exposed to wobbles in the ad spending cycle,\" analysts at Robert W. Baird & Co Inc wrote.
Ad industry analysts pointed to yet another unfavorable situation for YouTube: Competition from TikTok, whose feed of short videos has stolen the attention of some users and advertisers away from YouTube and is also a threat to Meta.
\"TikTok is hurting YouTube by stealing top creators and cannibalizing consumer viewing times,\" Needham analyst Laura Martin wrote in a note, adding that the results show broader ad weakness and could also be bad for Meta.
Schindler told analysts he remained encouraged by \"the early stages of testing monetization with ads\" on Shorts, YouTube's feature to combat TikTok.
YouTube itself still sees opportunity drawing cash advertisers currently spend to market on TV, he said.
MoffettNathanson analysts raised their estimate for YouTube sales growth in 2022 to 4.7% from a 1.5% decline as the second- quarter results were not as bad as they had feared. YouTube, whose sales have been broken out in Alphabet results since the end of 2018, typically generates more ad revenue in the second half of the year.
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元可能面临YouTube的季度显示问题:TikTok,削弱经济
季度广告销售在世界上最大的视频分享服务字母表开始以来最慢速度增长三年前披露这些数据。这表明上周的灾难性的收益报告拍照公司反映问题不是独一无二的,它也可能给元平台公司带来麻烦,其结果将于周三晚些时候。
Paresh戴夫和Nivedita Balu
主要是可靠的财务业绩字母公司包括一个关于社交媒体公司的标志:它YouTube服务录得第二个季度难行。
季度广告销售在世界上最大的视频分享服务字母表开始以来最慢速度增长三年前披露这些数据。这表明上周的灾难性的收益报告快速公司反映问题不是唯一的提前,也可能带来麻烦元平台公司,其结果将于周三晚些时候。
的竞争TikTok一年前,一个强大的性能和摇摇欲坠的经济扮演了一个角色在YouTube的最新问题,在今年早些时候被受影响战争的乌克兰和软件更改苹果(aapl . o:行情)移动设备由于隐私问题。
因素是造成大多数字母表和减速扩展了多长时间可以显著影响股票,即使投资者一直迷恋YouTube的潜力带来每年数千亿美元。
YouTube的第二季度的广告收入增长了4.8%,其增长低于百分之一的头几个月的大流行。这表明,YouTube广告销售更容易受到糟糕的经济条件比字母最大的广告销售业务,谷歌搜索。
YouTube广告销售增至73亿美元,低于估计为75亿美元,据FactSet的数据。字母的核心业务是搜索广告销售,第二季度增长13.5%,至407亿美元。YouTube竞争更紧密地与媒体和广告收入等社交媒体公司,康卡斯特公司推特公司和元的Facebook和Instagram。
竞争
谷歌首席商务官菲利普·辛德勒周二承认,“在一些广告商花回调”,由于宏观经济不确定性伤害YouTube。他还说,去年的强劲表现很难打,因为广告商,缩减支出由于疫情回升大笔的预算。
“字母表的结果似乎证实了我们检查搜索趋势相对稳定时(第二季),而YouTube是更多地暴露于广告支出的波动周期,”Robert w . Baird & Co公司的分析师写道。
广告行业分析师指出,另一个为YouTube不利情况:来自TikTok竞争的短视频饲料偷了一些用户和广告商的关注从YouTube和元也是一个威胁。
“TikTok伤害YouTube偷创造者和蚕食消费者查看时间,“李约瑟分析师劳拉·马丁在一份报告中写道,并补充说,结果显示广泛的广告的弱点,也可以对元不利。
辛德勒告诉分析师,他仍然鼓励“测试货币化的早期阶段广告”上短裤,对抗TikTok YouTube的特性。
YouTube本身仍然将机会吸引现金广告商目前消费市场在电视上,他说。
YouTube MoffettNathanson分析师上调了预期销售增长到2022年的4.7%下降1.5%,第二季度业绩并不像他们所担心的那么糟糕。YouTube的销售一直在字母表的结果自2018年底爆发,通常会产生更多广告收入在今年下半年。
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