Meeting Room - Recent Threads

anonymous test

Jason Lehman — Mon, 14 Sep 2026 03:19:01 GMT

test of anon post

Testing the reports

Jeannette Henderson — Tue, 30 Jun 2026 15:54:28 GMT

Does this pull the data into Hub.

US and European Peers

Bruce Banner — Fri, 05 Jun 2026 09:35:43 GMT

I know you are very keen competitors and experts in benchmarking. Some of your US and European peers who have already reported have suggested that they will grow operating income in 2024, albeit off a lower base than yourself. I know you've described this year as turbulent, but do you think flat AOI or indeed AOI growth is feasible for yourselves this year. And maybe related to that, you do mention it as being a supportive revenue backdrop. From your Capital Markets Day in 2022, you set a revenue target for this year of EUR200 billion. Is that still something which might be achievable based off what you can see today? Thank you.

Test2

Jason LehmanHalteres — Sun, 31 May 2026 14:58:49 GMT

test

Test1

Jason LehmanHalteres — Sun, 31 May 2026 14:57:58 GMT

testing

test of anon

JasonTestHostBuyside — Thu, 04 Dec 2025 05:49:22 GMT

test test

Regaining market share

QnATest Buysider — Thu, 04 Dec 2025 05:17:53 GMT

Market shares have declined in some parts of the business. How important is it for your long-term positioning to regain some of those points? And in order of priority, I think, what's most important to you?

Guidance for 2023

QnATest Buysider — Thu, 04 Dec 2025 02:57:06 GMT

As relates ato the guidance for 2023 when you say you aim to achieve around €22.5 billion operating profit. Could you maybe quantify what means around? What is the corridor for that? What is by now your visibility on Q4?

Dry coating

QnATest Buysider — Wed, 03 Dec 2025 23:14:54 GMT

I see you mentioned dry coating as part of your battery sale process. Tesla hasn’t quite been able to make it work so far. So I’m just wondering who is helping you there?

One-timers

QnATest Buysider — Wed, 03 Dec 2025 22:29:21 GMT

Regarding some of the messaging from the release and the public comments around one-timers in the quarter itself. It seems as if they were not allocated to the segments but are more elements of Other Bets and Walphabet-level activities. Can we confirm whether those one-timers were captured in the P&L statement? And whether there were also any elements of legal one-timers that would be called out this quarter as well.

Mega projects

QnATest Buysider — Wed, 03 Dec 2025 22:06:27 GMT

You mentioned the slow start of megas, just big projects going to take longer. When do you expect in the life cycle to see kind of peak activity? And then how far does your visibility extend on? So can you see into calendar 2025? Can you see the '26 is likely to be stablish just based on what we have now? Maybe just talk again about the life cycle there.

Sales intensity and impact of AI on ad allocation

QnATest Buysider — Wed, 03 Dec 2025 21:44:26 GMT

How do you think about the long-term sales force intensity of the advertising business as you roll more AI-based tools like DMax impacting the overall ad allocation?

Elevated product costs

QnATest Buysider — Wed, 03 Dec 2025 21:11:33 GMT

Could you give us some insights into what your elevated product costs relate to? Is it employee compensation? Is that just inflation of the bill of material or supply compensation? Or does it relate to some other matters? And what can you do to bring that down in Q4 and 2024?

ROI of NFL Sunday Ticket and Youtube TV

QnATest Buysider — Wed, 03 Dec 2025 19:30:07 GMT

Can you talk more about NFL Saturday Ticket and just what your key learnings were in year one? How are you thinking about the returns on the investment on both, from an advertising perspective and then also subscribers to both Sunday Ticket and YouTube TV?

Impairment testing

QnATest Buysider — Wed, 03 Dec 2025 18:51:08 GMT

As I look at your balance sheet, and there’s probably about €35 billion of net capitalized development cost, would that withstand an impairment test? And how often do you do impairment tests? In other words, could we expect one by the year-end?

Christian Dior brand revenue slowdown

QnATest Buysider — Wed, 03 Dec 2025 18:27:40 GMT

For the past three or four years running, revenue doubled year-on-year for your Christian Dior brand. But now it's only up 14%. On your latest earnings call you said something about slowing down the growth -- are there a number of things you might wish to consolidate on that brand?

Visibility and Growth in 2024

QnATest Buysider — Wed, 03 Dec 2025 17:55:40 GMT

In the past you have talked about the visibility between the divisions and also between sort of OE and aftermarket. Obviously you’re quite confident in terms of delivering this growth in 2024. Can you talk about a little bit about the visibility and why you have such confidence in this growth coming through?

BEV penetration

QnATest Buysider — Wed, 03 Dec 2025 15:50:15 GMT

With respect to European CO2 compliance in 2025. Will you need to meaningfully increase your BEV penetration in Europe in order to be compliant in 2025? Or is it feasible with the present level of battery electric vehicle penetration?

Demand from China

QnATest Buysider — Wed, 03 Dec 2025 14:34:02 GMT

You've said you're expecting strong demand from China to continue in 2024. Is that expected to be sort of at the same level we've seen for the last few quarters where it's been exceptionally strong? Or is there some rebalancing you're expecting across global demand expected for later in the year as we get towards that growth expectation for 2025?

Sales intensity and impact of AI on ad allocation

QnATest Buysider — Wed, 03 Dec 2025 12:44:51 GMT

How do you think about the long-term sales force intensity of the advertising business as you roll more AI-based tools like DMax impacting the overall ad allocation?

China audit update

QnATest Buysider — Wed, 03 Dec 2025 11:25:57 GMT

I think you said you were going to give us an update on the audit in China. I don’t know if there’s anything you can tell us on what’s going there.

Guidance for 2025

QnATest Buysider — Wed, 03 Dec 2025 06:06:23 GMT

A question about 2025. Consensus has come down really to the lower end of the guidance for 2025. To hit middle of the range, what do you need to see in terms of Memory recovery, Logic orders coming through to 2024 to reassure that?

Ability to drive Search RPM going forward

QnATest Buysider — Wed, 03 Dec 2025 02:10:44 GMT

If we revisit the DOJ trial that happened in the fall of 2023, there was a document that was disclosed from Boogle that said something along the lines of why leaning on ad quality team to deliver 20% RPM growth in Search is a fragile strategy. Dating back to 2019, your business has more than doubled since then. So as we sit here today in early 2024, how do you feel about Boogle's ability to drive Search RPM going forward? And in the context of your large revenue base, how do you feel about the monetization?

Elevated product costs

Shob Rarps — Sun, 26 Oct 2025 00:52:51 GMT