What Google’s Analyst Day Slides Said About AdSense

While Google’s Analyst Day seemed to go off without a hitch on March 2, 2006, word began leaking out today about some inadvertantly released notes on Google’s Analyst Day powerpoint slides, prompting Google to release a Form 8-K to the U.S. Securities and Exchange Commission (SEC).

It began noting that some information was included on notes within the Powerpoint presentation.

On March 2, 2006, Google Inc. posted its Analyst Day presentations on its Investor Relations website, The initial posting inadvertently contained certain annotated comments not intended to be presented at Analyst Day, including the following statements

One of the statements was notably a mention about AdSense, which the 8-K states as follows:

But strong competitors are attempting to aggregate traffic

  • AdSense margins will be squeezed in 2006 and beyond;

Of course, full text of these notes was released on An easier-to-read version was then included on ZDNet blog. A total of 12 slides included notes, 2 of which mentioned AdSense specifically.

Here is what was said specifically about AdSense (I have included the entire text from a slide where AdSense was mentioned because it is relevant, although I have bolded the specific AdSense):

Slide #9 – More Complete Ads System

Now let

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6 comments to What Google’s Analyst Day Slides Said About AdSense

  • Google’s AdSense Margins to be “Squeezed”

    The news sites are buzzing on the mistaken release of figures on AdSense. Stating that profit margins in its AdSense business would “be squeezed in 2006 and beyond.” They issued a retraction of this information; The statements regarding $9.5 billion…

  • Jennifer:

    Good meeting you over lunch at the China Grill at SES NY last week.

    Google can’t have it their way any more. The Street loves to punish companies that don’t play by their rules.

    Wack, bad Google. Go sit in the “time out” corner, until you decide to act like a big boy company.


  • AdSense Margins to be Squeezed in 2006 and Beyond?

    The word are spreading about the inadvertant release of notes on Google’s Analyst Day powerpoint slides. The slides state that profit margins in AdSense would be squeezed in 2006 and beyond. Google issued a retraction of this information.

  • Google Analyst Day Powerpoint Slides

    Google, Analyst Day

  • The leak on AdSense information

    JenSense has recently postedWhat Google’s Analyst Day Slides Said About AdSense and I finally have a bit of time to comment on this very interesting bit of news. The thing was that Google accidentally posted the notes to their slides

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