全球短剧营销峰会 谷歌短剧白皮书发布会 中国上海 之前 iOS ATT 之后 泛娱乐专场 开 场 ： 全球化布局 全链路护航 Reported conversions 100% 安卓设备 ID IDFA Modeled IDFA Admob Android iOS ATT Terry Fung Google 大中 华区移动营销 事 业 部 总经 理 Proprietary + Confidential 短剧浪潮奔涌，全球瞩⽬ ⼀个属于中国短剧的时代 95% 内容精品化 疆域拓全球 增⻓与破局 本地自制剧 爆款频出 100+ 中国短剧开发者出海覆盖 的全球国家/地区数量 内容精品化 疆域拓全球 增⻓与破局 >100% 2024 中国短剧开发者在 ⾕歌营销投⼊同⽐增⻓率 携⼿共创，⻅证⾏业发展 夯实版权基⽯ 疏通解决脉络 合规引导 ⽅法升级 ⽣态⽀持 直联产品团队进⾏⾼ 阶产品测试和反馈 ⾕歌⽣态资源全⽅位 赋能短剧出海全链路 携手 Google 拓展全球版图 构建全链路保障 泛娱乐专场 谷歌短剧白皮书重磅来袭 解锁行业秘钥，洞察生态未来 Mingci Zhang Google 大中华区移动营销事业部高级增长经理 ...

A security researcher has discovered a bug that could be exploited to reveal the private recovery phone number of almost any Google account without alerting its owner, potentially exposing users to privacy and security risks. Google confirmed to TechCrunch that it fixed the bug after the researcher alerted the company in April.  The independent researcher, who goes by the handle brutecat and blogged their findings, told TechCrunch that they could obtain the recovery phone number of a Google account by expl ...

Alphabet (NASDAQ: GOOGL) is facing some investor anxiety as multiple Waymo self-driving cars were attacked during protests in Los Angeles over the weekend. An Alphabet subsidiary, Waymo has been considered an important piece in the company’s future growth strategy, so public relations setbacks could result in short-term volatility and monetary losses, as Each Waymo vehicle costs between $100,000 and $200,000.California is also one of the company’s key predicted markets. For instance, Waymo covers around 20% ...

用户可通过腾讯健康药箱获得三种查询结果 6月9日，据腾讯健康官方消息，继国家医保局微信公众号开通药品追溯码扫描服务后，腾讯助力国家医保局，近日实现了微信"扫一扫"查询药品信息，帮 助用户掌握药品的销售记录，以及适应症、用法用量等药品说明信息，确保用药安全。 全文如下： 今年以来，国家医保局全面推进"码上"严监管，利用药品追溯码打击药品领域欺诈骗保和违法违规问题，严打"回流药"和"串换药"。继国家医保局微信公 众号开通药品追溯码扫描服务后，腾讯助力国家医保局，近日实现了微信"扫一扫"查询药品信息，帮助用户掌握药品的销售记录，以及适应症、用法用量 等药品说明信息，确保用药安全。 微信"扫一扫"药品追溯码，即可查核销售记录 依托国家医保服务平台，腾讯健康药箱实现了药品、医用耗材的销售信息查询。无论是线下药店购买的处方药，还是线上购买的OTC药品，用户通过微 信"扫一扫"药品追溯码，即可验证药品来源，查核销售记录。目前，微信"扫一扫"已实现对国家医保药品目录大幅度覆盖，随着体系的建设完善与覆盖， 将实现每一颗药的销售信息可查可追。 使用微信"扫一扫"扫描药品追溯码后，用户可通过腾讯健康药箱获得三种查询结果：未查询到该 ...

Core Insights - The artificial intelligence (AI) boom is ongoing, with executive teams eager to leverage the technology while employees express concerns about job impacts. Investors are actively seeking profitable opportunities in this trend [1] Group 1: Company Overview - Alphabet has been a pioneer in AI, transitioning from a mobile-first to an AI-first approach as early as 2015, showcasing its foresight in the tech landscape [3] - The company has utilized machine learning since 2001, indicating a long-standing commitment to AI technology [4] - Recent advancements include AI applications in various platforms such as Search, Maps, and YouTube, enhancing user experience [5] Group 2: AI Developments - Alphabet announced the upcoming release of Agent Mode, which can perform complex, multistep tasks, further demonstrating its commitment to AI innovation [6] - Google Cloud is positioned as a significant growth market, especially as companies increasingly integrate AI into their operations [7] Group 3: Financial Performance - In Q1 2025, 74% of Alphabet's revenue, amounting to $67 billion, was derived from digital advertising, with AI playing a crucial role in automating ad campaigns [8] - Despite capital expenditures of $53 billion in 2024, Alphabet generated $73 billion in free cash flow, indicating strong financial health [10] - The current valuation shows shares trading at a forward price-to-earnings ratio of 17.5, representing a 22% discount to the S&P 500, making it an attractive investment opportunity [11]

Financial Data and Key Metrics Changes - Alphabet experienced continued double-digit revenue growth in its Search business during the first quarter of 2025 [16] - The company reported significant growth in its Cloud segment, with enterprise usage on Vertex AI increasing more than 40 times [20] - YouTube surpassed 270 million paid subscriptions, contributing to its revenue growth [16] Business Line Data and Key Metrics Changes - Search business showed strong performance with double-digit revenue growth [16] - Cloud services are rapidly expanding, with leadership in infrastructure and AI agents [16] - YouTube celebrated its 20th anniversary and claimed the top TV viewing spot for three consecutive months [16] Market Data and Key Metrics Changes - In major markets like the U.S. and India, AI Overviews in Search are driving over 10% growth in query types [21] - The Gemini app has over 400 million monthly active users, indicating strong market adoption [20] Company Strategy and Development Direction - The company is focusing on AI-first product innovation, integrating AI into core products and expanding its cloud business [15][16] - Alphabet is committed to responsible AI development, emphasizing privacy, safety, and risk assessments [12] - The introduction of AI Ultra subscription plan aims to provide users with access to advanced AI models and features [16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating the evolving technological landscape and creating value for shareholders [13] - The board is pleased with Alphabet's leadership in AI and its ability to deliver real-world benefits to users [10] - The company is excited about the future of AI and its potential to drive innovation across various sectors [27] Other Important Information - Alphabet's infrastructure improvements, including the new Ironwood TPU, are expected to enhance AI performance significantly [19] - The company is actively working on projects like Firesat for wildfire insights and expanding Waymo's ride-sharing services [26] Q&A Session Summary Question: What is the company's approach to AI development? - The company is focused on responsible AI development with stringent privacy and safety policies in place [12] Question: How is Alphabet addressing climate goals? - The company has set ambitious targets for reducing greenhouse gas emissions and is committed to transparency in its climate progress [56] Question: What measures are being taken to ensure child safety online? - Alphabet has published a legislative framework for child safety but faces scrutiny over its lobbying activities against child safety legislation [96][97]

Core Insights - Alphabet (GOOGL) is experiencing a decline in its search engine market dominance due to the rise of Generative AI applications and competition from other search engines [1][5] Market Share and Competition - As of May 2025, Google holds a market share of 89.54%, with Bing and Baidu at 4% and 0.69% respectively, marking Google's lowest market share in two decades [2] - Microsoft is enhancing Bing's capabilities through AI integration, including the introduction of Copilot Search and Bing Video Creator [5] - Baidu is also improving its search engine with self-developed ERNIE models, including the recent launch of ERNIE 4.5 and ERNIE X1 [6] AI Innovations and User Engagement - Alphabet is implementing AI innovations to regain market share, with AI Overviews driving over a 10% increase in usage for relevant queries in major markets like India and the U.S. [3] - AI Overviews are currently utilized by more than 1.5 billion users monthly [3] - Circle to Search has been a significant factor in increasing user engagement, available on 250 million devices with a 40% usage increase in Q1 2025 [4] Financial Performance and Valuation - Alphabet's shares have decreased by 11.2% year-to-date, underperforming the broader technology sector and internet services industry [7] - The forward 12-month Price/Sales ratio for Alphabet is 6.03X, compared to the industry average of 5.05X, indicating a premium valuation [11] - The Zacks Consensus Estimate for Q2 2025 earnings is $2.12 per share, reflecting a 12.17% year-over-year growth, while the estimate for 2025 earnings is $9.47 per share, suggesting a 17.79% year-over-year growth [14]

Key Takeaways The Trade Desk has fallen 47.2% in six months, sharply underperforming peers and broader indices. Macroeconomic uncertainty, rising costs, and fierce competition are weighing on TTD's growth prospects. TTD's high valuation and weak international presence limit upside amid declining investor confidence.The Trade Desk (TTD) shares have plunged 47.2% in the past six months, raising tough questions about its near-term trajectory. Though volatility has affected broader indices in the past couple ...

Group 1 - The article discusses the valuation of Google's Search business as a separate entity, suggesting it may be undervalued compared to the rest of the company [1] - The Pragmatic Investor focuses on global macro trends, international equities, commodities, technology, and cryptocurrencies, aiming to guide investors in building diversified portfolios [1] - James Foord, an economist with a decade of experience in global market analysis, leads The Pragmatic Investor, emphasizing wealth preservation and growth [1]

Akamai (AKAM) FY Conference June 05, 2025 11:40 AM ET Speaker0 Excellent. Hello, everyone, and thank you for joining us for our Growth Stock Conference and today's session with Akamai. My name is Jonathan Hoenn. I'm the cybersecurity analyst for William Blair and Company. Our speaker today is Ed McGowan, who is the chief financial officer of the company and has been with Akamai and is with Akamai. Before we begin, I'm required to inform you that a complete list of research disclosures or conflicts of intere ...