+

Cookies on the Business Insider India website

Business Insider India has updated its Privacy and Cookie policy. We use cookies to ensure that we give you the better experience on our website. If you continue without changing your settings, we\'ll assume that you are happy to receive all cookies on the Business Insider India website. However, you can change your cookie setting at any time by clicking on our Cookie Policy at any time. You can also see our Privacy Policy.

Close
HomeQuizzoneWhatsappShare Flash Reads
 

ANALYST: Google's parent company is losing $1.5 billion on all its businesses that aren't Google

Dec 21, 2015, 20:39 IST

Alphabet CEO Larry Page.Getty Images/Justin Sullivan

Alphabet, the parent company behind Google, is losing $1.5 billion (£1 billion) per year on its "other bets," according to research firm Pacific Crest.

Advertisement

The umbrella company has businesses in a diverse range of fields beyond Google, including investment (Google Ventures), home automation hardware (Nest), self-driving cars, and "moonshot" ideas (Google X).

Alphabet was first announced in August 2015 and is the majority shareholder of Google. It was created in part to make it clearer what investors were investing in, especially regarding the company's smaller businesses outside of the core search business.

According to Pacific Crest, only three of these businesses - Nest, Google Fiber (which comes under "Access and Energy"), and Replicant (the robotics business) - generate revenue (but not profit), leading all of the non-Google businesses to a loss of $1.5 billion. (This figure excludes "shared sales, operations, administrative and facilities expenses.")

Pacific Crest says it uses a mixture of publicly available data - such as employee numbers, revenues, and profits - and other sources to create its analysis of Alphabet's businesses.

Advertisement

Overall, Alphabet reported third quarter revenues of $18 billion (£12 billion) with a profit of $4 billion (£2.3 billion), up from $2.74 billion (£1.8 billion) during the same time period in 2014.

According to Pacific Crest, the total value of the "other bets" is around $22 billion (£14.7 billion). Google's self-driving car business has an estimated value of $8 billion (£5.4 billion) making it the most valuable non-Google property controlled by Alphabet. Google Ventures, the investment firm, comes in next with a valuation of $7 billion ($4.6 billion). Nest is third, with a valuation of $3 billion (£2 billion), which is what Google paid for the company in 2014.

The estimated valuation of Google Ventures comes from the firm's large stake in Uber, the ride-hailing company. According to Pacific Crest, Google Ventures has a 10% stake in Uber (which is worth up to $68 billion [£45 billion]) and multiple other investments, including Medium, the publishing platform, and Nextdoor, the local social network.

Pacific Crest also gives estimated employee numbers for each of the properties. Nest is reportedly the biggest, employing 1,100 people, followed by Google Fiber with 750 employees. These figures are "crucial" to estimating revenues and losses: The employee base "will be the primary expense of the business unit." Alphabet has 60,000 employees in total.

Over 2015, Google X was responsible for some of the biggest losses within Alphabet, losing $282 million (£190 million), according to Pacific Crest's calculations. Google X has several "moonshot" ideas, including Google Glass and Project Loon, the balloons that aim to bring Wi-Fi to remote areas. Google Fiber lost $304 million (£204 million) in 2015, according to the note.

Advertisement

Despite the loss-making businesses, Pacific Crest remains bullish on Alphabet as a company and is raising its stock target from $820 (£550) to $850 (£570) off the back of the "other bet" potential. The stock currently trades at $740 (£496).

Business Insider has reached out to Google to comment on the claims made in the research note. We will update the post when we hear back.

NOW WATCH: The US Post Office will now email your mail before it's delivered

Please enable Javascript to watch this video
You are subscribed to notifications!
Looks like you've blocked notifications!
Next Article