2022年7月28日

文件圖片:YouTube標誌在YouTube空間拉普拉亞德爾雷伊,洛杉磯,加利福尼亞,美國2015年10月21日。路透/露西尼科爾森(路透社)——主要是可靠的財務業績從字母表公司包括一個關於社交媒體公司的標誌:其YouTube服務錄得第二個季度難行。季度廣告銷售在世界上最大的視頻分享服務字母表開始以來最慢速度增長三年前披露這些數據。這表明上周的災難性的收益報告拍照公司反映問題不是獨一無二的,它也可能給元平台公司帶來麻煩,其結果將於周三晚些時候。圖形:GRAPHIC-YouTube廣告銷售放緩,但https://graphics.reuters.com/ALPHABET-RESULTS/YOUTUBE-ADVERTISING/movanaraypa/chart.png TikTok競爭,一年前的強勁表現和搖搖欲墜的經濟扮演了一個角色在YouTube的最新問題,在今年早些時候被受影響戰爭的烏克蘭和軟件更改通過蘋果(aapl . o:行情)移動設備由於隱私問題。因素是造成大多數字母表和減速擴展了多長時間可以顯著影響股票,即使投資者一直迷戀YouTube的潛力帶來每年數千億美元。YouTube的第二季度的廣告收入增長了4.8%,其增長低於百分之一的頭幾個月的大流行。這表明,YouTube廣告銷售更容易受到糟糕的經濟條件比字母最大的廣告銷售業務,穀歌搜索。YouTube廣告銷售增至73億美元,低於估計為75億美元,據FactSet的數據。字母的核心業務是搜索廣告銷售,第二季度增長13.5%,至407億美元。 YouTube competes more closely for ad dollars with media and social media companies such as Snap, Comcast Corp, Twitter Inc and Meta's Facebook and Instagram. COMPETITION 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. (Reporting by Paresh Dave in Oakland, Calif. and Nivedita Balu in Bengaluru; Editing by Peter Henderson and Matthew Lewis) Article type: free