Alphabet's recent ad campaign, claiming 'There's Only One YouTube,' appears ill-timed given CEO Sundar Pichai's testimony in a lawsuit aimed at preventing the company's breakup. This lawsuit questions the competitive nature of Alphabet's various entities. Concerns arise over a possible breakup leading to decreased market power and shared resources, potentially reducing overall value. Discussions also emphasize how a smaller revenue base might hinder investment in crucial new technologies, raising further stakes and concerns within Alphabet's management.
Could the sum of its parts be worth significantly less than the current company, maybe even half? This explains why Google's management is rightly worried...
Collection
[
|
...
]