Google - The Other Side Of The Coin
It's from Reggie Middleton's blog, and if you're paying attention some of this info may actually help you make money.
Lots of charts and insights you won't normally hear from all the noise going around.
Here's a little taste (emphasis mine):
Growth in revenues was driven by an increase in click volumes, especially in the US market. The number of clicks increased by a significant 39% year-on-year and 7% quarter-on-quarter during 1Q highlighting the increasing popularity of the search engine. However, on the flip side, the cost-per-click or the average cost paid by advertisers declined 12% year-on-year during the period - largely due to the growing business in the emerging markets and mobile space, which usually carry lower margins...
Google 1Q 2012 Earnings Update
Enjoy,
~Bill
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