Alphabet Inc (google) Class C · NASDAQ:GOOG
Alphabet Inc (google) Class C — Alphabet — Goldman Sachs conference 2022
21 slides from Alphabet Inc (google) Class C's conference presentation, Sep 13, 2022
Slide 1: Forward-looking statements
The following presentation includes statements that could be considered forward-looking. These statements involve a number of risks and uncertainties that could cause actual results to differ materially. Any forward-looking statements in the presentation are based on assumptions as of September 13,
Slide 2: Google Cloud
Google Cloud Thomas Kurian, CEO September 13, 2022 2
Slide 3: Accelerate every organization's ability to digitally transform its business
Accelerate every organization’s ability to digitally transform its business 3
Slide 4: Cloud market is still in the early stages
Public Cloud Services Spending Cloud market is still in the early stages $1.06T Growth driven by new business and technology needs: $505B ● Primary business drivers: Rapid digital transformation across industries $198B ● New technology needs: Data & analytics, AI-driven processes, multicloud, hybrid
Slide 5: Emerging Customer Needs
Emerging Customer Needs Top 10 Tech Initiatives Driving IT Investments in 2022 Security / Risk Management Data / Business Analytics Applications / Modernization Customer Experience Tech (chatbots, mobile apps, etc.) Top Customer Cloud Migration Needs Align to Collaboration Tools & Platforms Google C
Slide 6: The Transformation Cloud
The Transformation Cloud Data cloud Open infrastructure Collaboration cloud Trusted cloud Intelligence cloud Modernization Hybrid Workplace Cybersecurity Global Network 103 22 200+ 34 Regions Live + Availability Subsea Cable Countries and 9 Regions Announced Zones Investments Territories Served Anno
Slide 7: Strong Global Footprint
Strong Global Footprint Finland Netherlands London Berlin Warsaw Belgium Frankfurt Montréal Paris Zurich Oregon Toronto Turin Iowa Milan Salt Lake City Madrid N. Virginia Seoul Las Vegas Columbus Tokyo Los Angeles S. Carolina Dallas Tel Aviv Osaka Dammam Delhi Doha Taiwan Mexico Hong Kong Mumbai Tha
Slide 8: Where we lead the industry: Data Cloud
Where we lead the industry Data Cloud Complete: Analyze Unified: Data Lake, Open and Unmatched for Speed, Structured and Data Warehouse, Standards-Based Data Scale, Security, Unstructured Data Streaming, and Infrastructure Reliability from any Cloud Advanced AI/ML 8
Slide 9: Where we lead the industry: Open Infrastructure Cloud
Where we lead the industry Open Infrastructure Cloud Best: Scale, Cost For Hybrid Work: From Open, Multi-Cloud Planet-Scale Network Performance for Cloud Anywhere, Any Device, Core and Edge and Distributed Native Workloads First Line Workers Simplifying Cloud Infrastructure Migrations 9
Slide 10: Where we lead the industry: Collaboration Cloud
Where we lead the industry Collaboration Cloud Cloud Native, Mobile For Hybrid Work: From Unified Unified Native, Secure by Anywhere, Any Device, Communications Collaboration Design First Line Workers 10
Slide 11: Where we lead the industry: Trusted Cloud
Where we lead the industry Trusted Cloud Protect Users, Data, Protect Websites Protect Software Detect, Analyze, and Applications with Against Fraud Supply Chain from Remediation, Zero Trust Vulnerabilities Automate Cyber Threat Defense 11
Slide 12: Where we lead the industry: Industry Cloud
Where we lead the industry Industry Cloud Advanced AI-ML Leading AI-ML ML Operations Industry Specific Infrastructure Capabilities: Platform to Assist Platforms and Solutions (Hardware and Data, Voice, Image, Developers and Data Software) Text, Speech, Video Scientists Processing 12
Slide 13: Strong Product Momentum
Strong Product Momentum ● >3.5x growth in data analyzed in BigQuery (hundreds of exabytes/month)¹ ● 5x faster ML Model Development Data Cloud ● >10 Exabytes of Data are managed by Bigtable ● >2B Kubernetes pods created in a single month (>75% YoY growth)² Open ● >2.5x YoY growth in amount of Google
Slide 14: Strong Customer Momentum
Strong Customer Momentum Financial Healthcare Retail CPG Telecom Media Gaming Industrial Logistics Government Services AMERICAS EMEA JAPAC 14
Slide 15: Leading Customers Trust Google
Leading Customers Trust Google 10 / Top 10 9 / Top 10 9 / Top 10 9 / Top 10 Media & Technology Telecom Entertainment Retail Companies Companies Companies Companies 8 / Top 10 8 / Top 10 8 / Top 10 6 / Top 10 Healthcare & Life Automotive Consumer Sciences Banks Companies Packaged Goods Companies *Cus
Slide 16: Strong Partner Momentum
Strong Partner Momentum System Integrators VARs, VADs, MSPs Technology Partners Biz Apps/ISVs Speed Consumption Extend Reach Complete Solutions Expand TAM 16
Slide 17: Leading Partners Trust Google
Leading Partners Trust Google 12 / Top 12 10 / Top 10 6 / Top 6 Leaders and Visionaries in Publicly traded Enterprise Leaders for Backup and Analytics and Business Security Vendors run on Recovery Software Intelligence Platforms GCP Solutions run on GCP¹ work with GCP 5 / Top 5 4 / Top 5 Leading Glo
Slide 18: Strong Business Momentum
Strong Business Momentum Google Cloud was named a ~1,300 product and feature Differentiated leader 40 times by Customers use on average releases in 1H’22, Products up 25% YoY independent technology >13 Products analysts Active certified consultants >3x expansion >90K companies in the Broad within Gl
Slide 19: Strong Financial Momentum
Strong Financial Momentum Quarterly Revenue Annual Revenue, Indexed to 2018* $6.3B 44% CAGR $2.1B 2018 2019 2020 2021 *Annual revenue multiples are indexed back to 2018 (i.e., 2021 annual revenue / 2018 annual revenue) **Public Cloud Services Spending Source: IDC Semiannual Public Cloud Services Tra
Slide 20: Summary
Summary Market is in Early Stages, with Leading and Highly-Differentiated Disciplined Go-to-Market large and expanding TAM and new Products that anticipate growing Expansion with direct and indirect market segments customer needs channels globally Strong Financial Momentum Strong Customer Momentum S
Slide 21: Thank you
Thank you 21