2012年7月20日 国际报道：Google今天发布了第二季度财报。财报显示，Google利润为27.9亿美元，每股收益为8.42美元，营收为96.1亿美元(不计流量收购成本)。按非GAAP(通用会议准则)计算，Google每股收益为10.12美元。

包括流量收购成本在内，Google营收为122.1亿美元，流量收购成本达26亿美元。

华尔街对Google第二季度每股收益和营收的预期分别为10.04美元和84.1亿美元(不计流量收购成本)。

盘后交易中，Google股价一度上涨17.19美元，涨幅为2.9%。

Google CEO拉里·佩奇(Larry Page)表示，“第二季度Google营收增长21%，我们在I/O会议上公布了多款产品，特别是Nexus 7平板电脑。第二季度，摩托罗拉(微博)移动成为Google大家庭的一员。我们对为用户生产了不起产品的可能性感到激动。”

在Google发布财报前，大多数分析师对其硬件业务前景表示担忧。投资公司Wells Fargo分析师称，“Google面临的一大问题是与销售硬件有关的战略。”

华尔街预计Google第三季度每股收益为10.76美元，营收为90亿美元。

第二季度Google自家网站带来的营收为75.4亿美元，占总营收的69%；合作伙伴网站带来的营收为29.8亿美元，占总营收的27%。与上年同期和第一季度相比，海外业务占营收的比重没有变化，都是54%；付费点击同比增长42%。

截至6月30日，Google在全球范围内有54604名全职员工，3月31日时这一数字为33077人。

Finance & Insurance, Retailers & General Merchandise, and Travel & Tourism were the top industries contributing to Google’s $37.9 billion in revenue over the course of 2011, according to research by SEM software/PPC service firm Wordstream.

Last week, Google’s earnings disappointed investors, with revenue falling $300 million short of analyst’s expectations. Despite profit growing from $2.54 to $2.71 billion over Q4 2010, stocks fell 10 percent overnight.

Ninety-six percent of Google’s annual revenue of $37.9 billion comes from advertising.Wordstream CEO Larry Kim set out to determine which industries and companies contributed most to Google’s annual advertising revenue. In addition to creating an infographic (see below) listing the results of their research, Kim offered insights into what these findings mean for the U.S. economy as a whole in the full report, What Industries Contributed to Google’s $37.9 Billion in 2011 Revenues?

Wordstream also offered their best guess at commonly used keywords and costs per click, based on their evaluation of data from their own trillion-word keyword database, the 10 million most popular keyword phrases of 2011 according to Google’s Keyword Tool, and their average cost per click (CPC) data.

Industries with the Largest Google Ad Spend Over 2011

Industry spend estimates reflect global spend, while average CPC and top companies in each industry reflect U.S. data and companies, due to the information available to Wordstream for analysis.

With that in mind, the five industries spending most on Google advertising over 2011 were:

• Finance & Insurance – $4.0 billion
• Retailers & General Merchandise – $2.8 billion
• Travel & Tourism – $2.4 billion
• Jobs & Education – $2.2 billion
• Home & Garden – $2.1 billion

The top 10 industries by Google ad spend account for 60 percent of their annual advertising revenue, according to Wordstream.

Hey, Big Spenders

Lowe’s was Google’s top advertising spender in 2011, dropping $59.1 million for the year, according to Wordstream’s estimates. Amazon came a close second with an estimated $55.2 million in Google ad spend. Home Depot rounded out the top three, with $50.3 million spent on Google advertising.

The infographic below breaks out top spenders by industry; here are a few other highlights:

• University of Phoenix, $46.9 million
• State Farm, $43.7 million
• Progressive (Insurance), $43.1 million
• eBay, $42.8 million
• Booking.com, $40.4 million

Google doesn’t release data on which companies and industries contribute most to their advertising revenue, so analysts are left to make their best estimates based on information available to them. Kantar Media took a crack at estimating Google ad spend, last month revealing the 20 largest U.S. search advertisers of 2011.

Keep in mind while comparing their list to Wordstream’s that Kantar Media evaluated data from the first three quarters of 2011, while Wordstream examined the year as a whole. While no one knows, outside of Google, just how accurate these lists are, it sure is fun to speculate.