Peter Kafka

Recent Posts by Peter Kafka

Just How Good Will Google’s Q2 Numbers Be?

Google reports Q2 earnings on Thursday, so consider this a preview: Search ad spending jumped 24 percent in the last quarter, says Efficient Frontier.

The search engine marketing company’s estimates fit nicely with Wall Street, which thinks Google will post a revenue jump of 22.5 percent, on average. No surprise there: Google (GOOG) pretty much is the search market–hence the Microsoft (MSFT)/Yahoo (YHOO) Hail Mary. And analysts usually take input from firms like Efficient Frontier to get to their numbers anyway.

Okay. Anything else we should know? Here are a couple factoids: Efficient Frontier attributes the rise in large part to a big bump in retail spending, and says cost-per-click prices have jumped 18 percent in the last year. Left unsaid, so I’ll say it anyway: These numbers are compared to pretty soft comps from last year.


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I think the NSA has a job to do and we need the NSA. But as (physicist) Robert Oppenheimer said, “When you see something that is technically sweet, you go ahead and do it and argue about what to do about it only after you’ve had your technical success. That is the way it was with the atomic bomb.”

— Phil Zimmerman, PGP inventor and Silent Circle co-founder, in an interview with Om Malik