[HN Gopher] Alphabet shares jump 12% on earnings beat, first-eve...
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Alphabet shares jump 12% on earnings beat, first-ever dividend
Author : donsupreme
Score : 23 points
Date : 2024-04-25 20:12 UTC (2 hours ago)
(HTM) web link (www.cnbc.com)
(TXT) w3m dump (www.cnbc.com)
| addaon wrote:
| Interesting that they think they're out of internal projects and
| acquisitions to (profitably) spend money on. Even more
| interesting that the stock seems to agree -- I guess investors
| already believed that growth is over, and are seeing this
| recognition of that as an alignment between reality and internal
| strategy.
| sahila wrote:
| Maybe or investors also know that Meta recently started a
| dividend and the stock moved up, and they see the same play
| here and hope for the same results. I don't think the market
| move is much deeper for most investors.
| nine_zeros wrote:
| This is basically it. Investors and board reps saw Meta stock
| go up with dividend. Once they see that, there is no way that
| they'll not pressure the Google to copy it and boost stock
| price.
| yoshicoder wrote:
| honestly, I see this as a sign of Google bureaucracy/cost-
| cutting taking over the company's culture. Considering how much
| innovation in tech is happening right now, blowing cash on a
| dividend rather than internal projects that could make big
| returns seems like its completed its journey to becoming the
| next IBM
| ChrisArchitect wrote:
| Related:
|
| _Google Earning Q1 2024 [pdf]_
|
| https://news.ycombinator.com/item?id=40162354
| advisedwang wrote:
| Google has been doing stock buybacks for years. Why are they
| pivoting to also doing a dividend? Bigger short term stock bump?
| ilrwbwrkhv wrote:
| All out of ideas. Slowly they will produce less and less real
| world value but the share price will go higher and higher.
| fancyfredbot wrote:
| Different shareholders have different preferences for how money
| should be returned to them.
|
| A buyback is tax efficient but very abstract as the share price
| may actually fall during a buyback meaning that it's harder to
| see the money being returned to you.
|
| With a dividend you actually get cash in your brokerage account
| which is much more visible, even if you have to pay tax on it
| immediately.
|
| I guess appealing to both groups of investors is better than
| appealing to just one?
| nextworddev wrote:
| Time to fade
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