Alphabet(NASDAQ: GOOG)(NASDAQ: Googl) It is often considered a reliable blue chip technology exchange. The world’s most commonly used search engine is the owner of Google; Android, the largest mobile operating system; Chrome that prefers the web browser market; And YouTube is the highest stream video platform, which is more than 2.7 billion active users. In addition, leading cloud-based productivity and infrastructure services in the market are also widespread.
In the last ten years, the alphabet fund, as digital advertising and cloud work expanded, the alphabet fund rated about 480%. From 2014 since 2024, its revenues increased by 18% to 18%, as it increased in 23% CAB.
Picture source: Google.
However, today, the main advertising business of the alphabet, which created 76% of its income in 2024, faces three existential problems. First, generative artificial (EU) Openai’s platforms like ChatGpt varying the search for people. Second, short video platforms and short video platforms like Bymetelance Tiktok and MetaPlatforms‘Daturers removes advertisers and followers from Youtube’s longer formatted videos. Finally, the US antitrust regulators chrome or press the Alphabet to sell Android.
Some investors may think if the alphabet is convicted to be the next IbmIn the last four decades, PC and enterprise software markets lost their competitors to Nyimbler. But a fair comparison or the real differences between alphabet and IBM are a bear hyperbound?
IBM dominated the individual billing market in the 1990s and early 1990s, but it did not really have each other in any of the components on his computer. As a result, other PC manufacturers produced “IBM PC Clones” with the same device. IBM has tried to differentiate its operating system, OS / 2 from these clones, but as this effort Microsoft Check out the dominant OS for Windows, IBM PC clones.
These failures forced IBM to return the PC market and eventually sold the ThinnPad PC Lenovo In 2005, he sold his server business to Lenovo in 2014. This retreat shows that a company’s nuclear growth engine is dry and its Nimbler does not keep up with rivals.
In the late 2000s and early 2010, IBM fought to expand the aged enterprise program and IT services departments cloud-based Rivals like Microsoft and Amazonand Google. However, instead of aggressively investing in new cloud services and transforming the on-fax programs to cloud-based ones, IBM focused on reducing the expenses, and increase more shares to increase its EPS.
Soon IBM attempted to expand the cloud in 2013 by gaining Softlayer, this was already very far from Microsoft, Amazon and Google. Cloud Head Arvind Rixna’s New Director General, as the New Director General, received Helm, and Redhat (in 2019), and his bestanges did not improve Hider (in 2019) and to expand AI enterprises.
Bears, generative AI platforms cut more search queries and wait for the same fate of the alphabet to reduce the efficiency of search engine and target ads and reduce the effectiveness of target ads. Google is trying to face its own generative AI platform, but if it falls behind Chatgpt and Microsoft’s copylot, the AI market may end as OS / 2 OS / 2.
Moreover, Android is still open source OS that can be changed by everyone. It makes companies like Amazon launched the Android (Fire OS) to launch their hook versions (Fire OS) and build the ecosystems. Google’s Cloud Platform business is still growing, but the Amazon Web Services (AWS) and Microsoft AZURE are a third of the cloud race behind the Azure.
Meanwhile, youTube – leading many advertising growth – there is a meaningful moat against tiktok or reels. The best creators can easily transmit their content to this opponent’s platforms and will likely be able to provide the biggest cut of their name income. YouTube is trying to cancel this pressure by expanding its subscription, but strategically proposes to cool the growth of advertising for the next few years.
The US Department of Justice (DOJ) can overcome Google’s protection to sell chromium to its users for core advertising business; and Android, which includes 2.5 billion users equipped with Google.
Like the old IBM, the alphabet tries to reduce the cost of this pressure, reduce the costs of the workforce and returning 11% of shares in the last five years. However, if he cannot continue the tempo by passing the AI services, the future may remain murky.
As the next IBM, the alphabet is charming, but it still grows faster than the big blue. The efforts of its expansion have been definitely defective, but they can still give fruit over the next few years. I would have a close eye on the last challenges, but I would not get a surprisingly back after we finally got his move together.
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John McKey, the All Foods market, which is a subsidiary company, is a member of the Board of Directors of Motley Soop. Market development for Facebook and sisters and Skuckerberg, meta platforms former market development and Skuckerberg, Mark Zuckerberg, Motley Soum’s board member. An executive President Suzanne Frey in the alphabet is a member of the Board of Directors. Juice There are positions on Amazon and Meta platforms. Motley recommends Fool, Alphabet, Amazon, International Work Machines, Meta Platforms and Microsoft. Motley Foox recommends the following options: Long Time 2026 $ 395 Calls Microsoft on January 2026 $ 405. Motley Fool has a Disclosure Policy.
