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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks G / Alphabet (GOOG)
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Author: tecmo ⎊☼  😊 😞
Number: of 442 
Subject: Re: Sum of the Parts
Date: 07/21/25 8:48 AM
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No. of Recommendations: 1
All of that pales in comparison to what is happening at YouTube. Analyst Laura Martin of Needham estimates that YouTube revenue was $58 billion in 2024, and will be $70 billion in 2025, with $30 billion of that coming from subscriptions. She projects that a stand-alone YouTube would have a market capitalization of $720 billion. Netflix has a market cap of $556 billion.

I don't have access to the article, but I question why Laura Martin is estimating revenue when GOOG reports it directly? YouTube revenue in 2024 was just over $36B, not $58B. I also don't agree that its worth $720B, probably closer to $400B now.

tecmo
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This community has written 442 posts about Alphabet. The article-length ones it recommended most:
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