Toelicht op Google-cijfers: “Checkout groeit boven verwachting”
February 1st, 2007 door Erwin BoogertAfgelopen nacht presenteerde Google de kwartaal- en jaarcijfers. Allemaal lof en jubel, want de groeiverwachtingen voor 2007 werden in 2006 al gehaald.
In de toelichting op de cijfers zegt mede-oprichter Sergey Brin:
“(…) WE now have 25 percent of the Web’s top merchants. We expect this momentum to continue as we expand checkout beyond the US. (…)
TheStreet.com analyseert:
“(…) And revenue would have been even higher were it not for Google’s aggressive promotion during the quarter of Checkout, its online payment service that has huge potential down the road, even as it makes Google’s ad platform more attractive to merchants in the meantime.
While Google wasn’t specific about amounts, the company listed its backing of Checkout as contra-revenue, meaning that it was deducted from the overall revenue figure and may give a muted impression of the company’s bottom-line growth. (…)
Google reported that the adoption of Checkout is going better than the company expected. Symbols in Google’s search results that a merchant is covered in Checkout not only drive more users to its site but have been shown to increase sales, Brin said. Merchants are “beginning to think about Google as a sales channel versus a marketing expense,” Brin said. (…)