{"id":1817,"date":"2022-07-27T21:37:16","date_gmt":"2022-07-27T12:37:16","guid":{"rendered":"https:\/\/1up-life.blog\/?p=1817"},"modified":"2022-07-27T21:56:20","modified_gmt":"2022-07-27T12:56:20","slug":"%e3%80%90%e7%bf%bb%e8%a8%b3%e3%80%91-%e3%82%a2%e3%83%ab%e3%83%95%e3%82%a1%e3%83%99%e3%83%83%e3%83%88a%e6%a0%aa-googl2022%e5%b9%b4%e7%ac%ac2%e5%9b%9b%e5%8d%8a%e6%9c%9f%e6%b1%ba%e7%ae%97%e8%aa%ac","status":"publish","type":"post","link":"https:\/\/1up-life.blog\/?p=1817","title":{"rendered":"\u3010\u7ffb\u8a33\u3011 \u30a2\u30eb\u30d5\u30a1\u30d9\u30c3\u30c8(A\u682a) (GOOGL)2022\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a"},"content":{"rendered":"<p>\u30a2\u30eb\u30d5\u30a1\u30d9\u30c3\u30c8(A\u682a) (GOOGL)2022\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002<\/p>\n<p>\u5e83\u544a\u4e8b\u696d\u304c\u4e0d\u632f\u3067\u58f2\u308a\u4e0a\u3052\u30fbEPS\u5171\u5e02\u5834\u4e88\u60f3\u3092\u4e0b\u56de\u3063\u3066\u3044\u307e\u3059\u3002YouTube\u306e\u58f2\u308a\u4e0a\u3052\u6210\u9577\u7387\u3082\uff0b4\uff05\u3068\u6210\u9577\u920d\u5316\u304c\u9177\u3044\u3067\u3059\u306d\u3002<\/p>\n<p>\u5168\u4f53\u3067\u3082\u6210\u9577\u304c\u920d\u5316\u3057\u3066\u3044\u308b\u306e\u3067\u3057\u3070\u3089\u304f\u306f\u4f4e\u8ff7\u3059\u308b\u3068\u601d\u308f\u308c\u307e\u3059\u3002<\/p>\n<p>\u4e0b\u843d\u30ea\u30b9\u30af\u306f\u5c11\u306a\u305d\u3046\u3067\u3059\u304c\u8cb7\u308f\u308c\u308b\u7406\u7531\u3082\u306a\u3044\u306e\u3067\u4eca\u306f\u8cb7\u3063\u3066\u884c\u3051\u306a\u3044\u3067\u3059\u306d\u3002<\/p>\n<div id=\"attachment_1819\" style=\"width: 1489px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-1819\" class=\"wp-image-1819 size-full\" src=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/07\/GOOGL_2022-07-27_21-34-19.png\" alt=\"\u30a2\u30eb\u30d5\u30a1\u30d9\u30c3\u30c8(GOOGL)\u682a\u4fa1\" width=\"1479\" height=\"743\" srcset=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/07\/GOOGL_2022-07-27_21-34-19.png 1479w, https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/07\/GOOGL_2022-07-27_21-34-19-300x151.png 300w, https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/07\/GOOGL_2022-07-27_21-34-19-1024x514.png 1024w, https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/07\/GOOGL_2022-07-27_21-34-19-768x386.png 768w, https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/07\/GOOGL_2022-07-27_21-34-19-940x472.png 940w\" sizes=\"auto, (max-width: 1479px) 100vw, 1479px\" \/><p id=\"caption-attachment-1819\" class=\"wp-caption-text\">\u30a2\u30eb\u30d5\u30a1\u30d9\u30c3\u30c8(GOOGL)\u682a\u4fa1<\/p><\/div>\n<p class=\"hh hh3 main-bdr\"><span class=\"big\"><strong>\u30a2\u30eb\u30d5\u30a1\u30d9\u30c3\u30c8(A\u682a) (GOOGL)2022\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a<\/strong><\/span><\/p>\n<p>Call participants:<br \/>\nJim Friedland &#8212; Director of Investor Relations<br \/>\nSundar Pichai &#8212; Chief Executive Officer<br \/>\nPhilipp Schindler &#8212; Senior Vice President and Chief Business Officer<br \/>\nRuth Porat &#8212; Chief Financial Officer<br \/>\nDouglas Anmuth &#8212; J.P. Morgan &#8212; Analyst<br \/>\nBrian Nowak &#8212; Morgan Stanley &#8212; Analyst<br \/>\nEric Sheridan &#8212; Goldman Sachs &#8212; Analyst<br \/>\nMichael Nathanson &#8212; MoffettNathanson &#8212; Analyst<br \/>\nJustin Post &#8212; Bank of America Merrill Lynch &#8212; Analyst<br \/>\nBrent Thill &#8212; Jefferies &#8212; Analyst<br \/>\nMark Mahaney &#8212; Evercore ISI &#8212; Analyst<br \/>\nColin Sebastian &#8212; Baird &#8212; Analyst<br \/>\nRoss Sandler &#8212; Barclays &#8212; Analyst<br \/>\nMore GOOGL analysis<\/p>\n<p>2022\u5e747\u670826\u65e517\u664200\u5206<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u7686\u3055\u3093\u3001\u30a2\u30eb\u30d5\u30a1\u30d9\u30c3\u30c8\u30fb\u30a4\u30f3\u30af\u306e2022\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306b\u304a\u96c6\u307e\u308a\u3044\u305f\u3060\u304d\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002[\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u3088\u308a\u3011\u305d\u308c\u3067\u306f\u3001\u672c\u65e5\u306e\u30b9\u30d4\u30fc\u30ab\u30fc\u3001IR\u62c5\u5f53\u30c7\u30a3\u30ec\u30af\u30bf\u30fc\u306e\u30b8\u30e0\u30fb\u30d5\u30ea\u30fc\u30c9\u30e9\u30f3\u30c9\u306b\u4f1a\u8b70\u3092\u5f15\u304d\u7d99\u304e\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30b8\u30e0\u30fb\u30d5\u30ea\u30fc\u30c9\u30e9\u30f3\u30c9 &#8212; 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\/>\nSundar Pichai &#8212; \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u30b8\u30e0\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306e\u30c1\u30fc\u30e0\u304c\u3001\u4eba\u3005\u3084\u30d1\u30fc\u30c8\u30ca\u30fc\u306e\u305f\u3081\u306b\u5f79\u7acb\u3064\u88fd\u54c1\u3084\u4f53\u9a13\u3092\u4f5c\u308a\u7d9a\u3051\u3066\u3044\u308b\u3053\u3068\u3092\u8a87\u308a\u306b\u601d\u3044\u307e\u3059\u3002\u3053\u308c\u3092\u53cd\u6620\u3057\u3066\u3001\u7b2c2\u56db\u534a\u671f\u306e\u691c\u7d22\u90e8\u9580\u306e\u696d\u7e3e\u306f\u597d\u8abf\u3067\u3057\u305f\u3002\u307e\u305f\u3001\u30af\u30e9\u30a6\u30c9\u306e\u5206\u91ce\u3067\u3082\u52e2\u3044\u304c\u3042\u308a\u307e\u3059\u3002<br \/>\n\u4e16\u754c\u7d4c\u6e08\u306e\u898b\u901a\u3057\u304c\u4e0d\u900f\u660e\u306a\u4e2d\u3001\u30c7\u30a3\u30fc\u30d7\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3068\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u30b5\u30a4\u30a8\u30f3\u30b9\u306b\u6295\u8cc7\u3057\u3001\u9577\u671f\u7684\u306b\u5f79\u7acb\u3064\u88fd\u54c1\u3092\u69cb\u7bc9\u3059\u308b\u3068\u3044\u3046\u5f53\u793e\u306e\u6226\u7565\u306f\u6b63\u3057\u3044\u3082\u306e\u3067\u3059\u3002\u9577\u671f\u7684\u306a\u8996\u70b9\u306b\u7acb\u3064\u3053\u3068\u304c\u3067\u304d\u308b\u306e\u306f\u3001\u4e16\u754c\u4e2d\u306e\u60c5\u5831\u3092\u6574\u7406\u3057\u3001\u666e\u904d\u7684\u306b\u30a2\u30af\u30bb\u30b9\u53ef\u80fd\u3067\u6709\u7528\u306a\u3082\u306e\u306b\u3059\u308b\u3068\u3044\u3046\u3001\u79c1\u305f\u3061\u306e\u6642\u4ee3\u3092\u8d85\u3048\u305f\u4f7f\u547d\u306b\u7531\u6765\u3057\u3066\u3044\u307e\u3059\u30025\u6708\u306eGoogle 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\u30c3\u30c8\u30a2\u30a6\u30c8\u3068\u30b0\u30e9\u30f3\u30c9\u30a2\u30c3\u30d7\u5efa\u8a2d\u306b\u96c6\u4e2d\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>2022\u5e74\u306e\u8a2d\u5099\u6295\u8cc7\u984d\u306f\u6628\u5e74\u306b\u5f15\u304d\u7d9a\u304d\u5897\u52a0\u3059\u308b\u898b\u8fbc\u307f\u3067\u3059\u30022022\u5e74\u901a\u671f\u3067\u306f\u3001\u7279\u306b\u30b5\u30fc\u30d0\u30fc\u3092\u4e2d\u5fc3\u3068\u3057\u305f\u30b0\u30ed\u30fc\u30d0\u30eb\u3067\u306e\u6280\u8853\u30a4\u30f3\u30d5\u30e9\u3078\u306e\u6295\u8cc7\u304c\u5897\u52a0\u3059\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002Sundar\u3001Philipp\u3001\u305d\u308c\u3067\u306f\u8cea\u554f\u3092\u304a\u53d7\u3051\u3057\u307e\u3059\u3002<\/p>\n<p class=\"hh hh6 main-c main-bdr\"><span class=\"big\"><strong>\u8cea\u7591\u5fdc\u7b54<\/strong><\/span><\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6700\u521d\u306e\u8cea\u554f\u306f\u3001JP\u30e2\u30eb\u30ac\u30f3\u306e\u30c0\u30b0\u30e9\u30b9\u30fb\u30a2\u30f3\u30e0\u30b9\u304b\u3089\u3067\u3059\u3002\u30c0\u30b0\u3001\u3042\u306a\u305f\u306e\u30e9\u30a4\u30f3\u306f\u4eca\u958b\u3044\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Douglas Anmuth &#8212; J.P. Morgan &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u306f\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u79c1\u306e\u58f0\u304c\u805e\u3053\u3048\u308b\u3068\u3044\u3044\u3093\u3067\u3059\u304c\u30022\u3064\u8cea\u554f\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u307e\u305a\u3001Sundar\u3067\u3059\u304c\u3001\u3042\u306a\u305f\u306e\u624b\u7d19\u306e\u4e2d\u3067\u3001\u7d4c\u6e08\u7684\u306a\u8ab2\u984c\u304c\u3001Alphabet\u304c\u7126\u70b9\u3092\u7d5e\u308a\u3001\u9577\u671f\u7684\u306a\u6295\u8cc7\u3092\u884c\u3046\u305f\u3081\u306e\u6a5f\u4f1a\u3068\u306a\u308b\u3053\u3068\u306b\u3064\u3044\u3066\u8ff0\u3079\u3066\u3044\u307e\u3059\u306d\u3002\u305d\u306e\u7d50\u679c\u3001\u512a\u5148\u5206\u91ce\u3078\u306e\u6295\u8cc7\u30d7\u30ed\u30d5\u30a3\u30fc\u30eb\u304c\u3069\u306e\u3088\u3046\u306b\u5909\u5316\u3059\u308b\u306e\u304b\u3001\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u3002\u305d\u308c\u304b\u3089\u3001\u30eb\u30fc\u30b9\u3055\u3093\u3001\u7b2c2\u56db\u534a\u671f\u306e\u6210\u9577\u7387\u306b\u3064\u3044\u3066\u3001\u3082\u3046\u5c11\u3057\u8a73\u3057\u304f\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u307e\u305f\u30017\u6708\u306e\u7b2c3\u56db\u534a\u671f\u306b\u3064\u3044\u3066\u4f55\u304b\u30b3\u30e1\u30f3\u30c8\u304c\u3042\u308c\u3070\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>Sundar Pichai &#8212; CEO\uff08\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u30c0\u30b0\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u4f1a\u793e\u306b\u3082\u8a00\u3063\u305f\u306e\u3067\u3059\u304c\u3001\u4eca\u304c\u7126\u70b9\u3092\u7d5e\u308b\u826f\u3044\u6642\u671f\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u500b\u4eba\u7684\u306b\u306f\u3001\u3053\u306e\u3088\u3046\u306a\u77ac\u9593\u306f\u660e\u78ba\u306a\u3082\u306e\u306b\u306a\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u9577\u671f\u7684\u306a\u8996\u91ce\u306b\u7acb\u3061\u3001\u6df1\u3044\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3068\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u30fc\u30b5\u30a4\u30a8\u30f3\u30b9\u3078\u306e\u6295\u8cc7\u3092\u7d9a\u3051\u3001\u5dee\u5225\u5316\u3055\u308c\u305f\u4ed5\u4e8b\u3092\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3057\u306a\u304c\u3089\u3001\u4f1a\u793e\u3068\u3057\u3066\u6b63\u3057\u3044\u3053\u3068\u306b\u53d6\u308a\u7d44\u3093\u3067\u3044\u308b\u3053\u3068\u3092\u6d88\u5316\u3057\u78ba\u8a8d\u3059\u308b\u6a5f\u4f1a\u3067\u3059\u3002<\/p>\n<p>\u305d\u3057\u3066\u3001\u79c1\u305f\u3061\u304c\u884c\u3063\u3066\u3044\u308b\u3059\u3079\u3066\u306e\u3053\u3068\u3092\u30af\u30ea\u30c6\u30a3\u30ab\u30eb\u30fb\u30ec\u30f3\u30ba\u3067\u8a55\u4fa1\u3057\u3001\u6700\u3082\u91cd\u8981\u306a\u512a\u5148\u4e8b\u9805\u306b\u30ea\u30bd\u30fc\u30b9\u3092\u518d\u914d\u5206\u3059\u308b\u6a5f\u4f1a\u3067\u3082\u3042\u308b\u306e\u3067\u3059\u3002\u3064\u307e\u308a\u3001\u3053\u308c\u306f\u5236\u7d04\u4ed8\u304d\u306e\u6700\u9069\u5316\u554f\u984c\u306a\u306e\u3067\u3059\u3002\u3053\u306e\u6570\u5e74\u306e\u529b\u5f37\u3044\u6210\u9577\u3092\u8003\u3048\u308b\u3068\u3001\u3053\u306e\u6a5f\u4f1a\u306b\u500d\u65e7\u306e\u529b\u3092\u767a\u63ee\u3057\u3001\u96c6\u4e2d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3068\u601d\u3044\u307e\u3059\u3057\u3001\u305d\u306e\u65b9\u6cd5\u306b\u3064\u3044\u3066\u306f\u975e\u5e38\u306b\u614e\u91cd\u3092\u671f\u3059\u3064\u3082\u308a\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u9577\u671f\u7684\u306a\u5206\u91ce\u3001\u3064\u307e\u308aAI\u3084\u30af\u30e9\u30a6\u30c9\u3001\u305d\u306e\u4ed6\u306e\u91cd\u8981\u306a\u5206\u91ce\u3078\u306e\u96c6\u4e2d\u306f\u4eca\u5f8c\u3082\u7d99\u7d9a\u3057\u307e\u3059\u3002<\/p>\n<p>\u30eb\u30fc\u30b9\u30fb\u30dd\u30e9\u30c3\u30c8\uff08Ruth Porat\uff09 &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>2\u3064\u76ee\u306e\u8cea\u554f\u3067\u3059\u304c\u3001\u30e2\u30c7\u30ea\u30f3\u30b0\u306f\u3042\u306a\u305f\u306b\u304a\u4efb\u305b\u3057\u307e\u3059\u3002\u30b9\u30f3\u30c0\u30eb\u3068\u79c1\u3082\u3001\u30d5\u30a3\u30ea\u30d4\u30f3\u3082\u3001\u4e0d\u78ba\u5b9f\u6027\u3068\u3044\u3046\u8a00\u8449\u3092\u4f7f\u3044\u307e\u3057\u305f\u304c\u3001\u305d\u308c\u306f\u3001\u30c7\u30fc\u30bf\u304c\u8907\u96d1\u3067\u3042\u308b\u3053\u3068\u3092\u7279\u5fb4\u3065\u3051\u308b\u306e\u306b\u6700\u3082\u9069\u3057\u305f\u65b9\u6cd5\u3060\u3068\u601d\u3046\u304b\u3089\u3067\u3059\u3002\u79c1\u305f\u3061\u306e\u7d50\u679c\u306f\u3001\u6628\u5e74\u306e\u5927\u5e45\u306a\u6210\u9577\u7387\u306e\u9045\u308c\u3092\u53cd\u6620\u3057\u305f\u3082\u306e\u3067\u3042\u308a\u3001\u5f15\u304d\u7d9a\u304d\u9045\u308c\u3092\u53cd\u6620\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u4e0a\u3001\u4e16\u754c\u7684\u306a\u7d4c\u6e08\u74b0\u5883\u306b\u306f\u4e0d\u78ba\u5b9f\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u305d\u3057\u3066\u3001\u696d\u754c\u306b\u3088\u3063\u3066\u7570\u306a\u308b\u554f\u984c\u3082\u3042\u308a\u307e\u3059\u3002\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u554f\u984c\u3084\u5728\u5eab\u306e\u554f\u984c\u306a\u3069\u3001\u30cb\u30e5\u30fc\u30b9\u3067\u3082\u3088\u304f\u76ee\u306b\u3059\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u3067\u3059\u304b\u3089\u3001\u4e88\u6e2c\u306f\u7686\u3055\u3093\u306b\u304a\u4efb\u305b\u3057\u3066\u3001\u79c1\u305f\u3061\u304c\u7b2c2\u56db\u534a\u671f\u3092\u632f\u308a\u8fd4\u3063\u3066\u3001\u305d\u306e\u69cb\u6210\u8981\u7d20\u3092\u304a\u4f1d\u3048\u3057\u3088\u3046\u3068\u601d\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Douglas Anmuth &#8212; J.P. Morgan &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u304a\u4e8c\u4eba\u3068\u3082\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u305d\u308c\u3067\u306f\u6b21\u306e\u8cea\u554f\u306f\u30e2\u30eb\u30ac\u30f3\u30fb\u30b9\u30bf\u30f3\u30ec\u30fc\u306e\u30d6\u30e9\u30a4\u30a2\u30f3\u30fb\u30ce\u30ef\u30c3\u30af\u3055\u3093\u304b\u3089\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30d6\u30e9\u30a4\u30a2\u30f3\u30fb\u30ce\u30ef\u30c3\u30af &#8212; \u30e2\u30eb\u30ac\u30f3\u30b9\u30bf\u30f3\u30ec\u30fc &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u79c1\u306e\u8cea\u554f\u3092\u805e\u3044\u3066\u304f\u3060\u3055\u3063\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u79c1\u306e\u58f0\u304c\u805e\u3053\u3048\u307e\u3059\u304b\uff1f\u3082\u3057\u3082\u3057\uff1f<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u306f\u3044\u3001\u56de\u7dda\u306f\u958b\u3044\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Brian Nowak &#8212; Morgan Stanley &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u3002\u79c1\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002 \u30b9\u30f3\u30c0\u30eb\u3001\u6700\u5f8c\u306e\u8cea\u554f\u306e\u30d5\u30a9\u30ed\u30fc\u3092\u5c11\u3057\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u3053\u306e\u6570\u9031\u9593\u3067\u3001\u4eca\u5e74\u306e\u6295\u8cc7\u306b\u95a2\u3059\u308b\u30c8\u30fc\u30f3\u304c\u591a\u5c11\u5909\u308f\u3063\u3066\u304d\u305f\u3088\u3046\u306b\u601d\u3044\u307e\u3059\u3002\u3064\u3044\u6700\u8fd1\u3082\u3001\u3053\u306e\u3088\u3046\u306a\u30bf\u30a4\u30df\u30f3\u30b0\u3092\u898b\u8a08\u3089\u3063\u3066\u6295\u8cc7\u3092\u6700\u9069\u5316\u3059\u308b\u3001\u3068\u304a\u3063\u3057\u3083\u3063\u3066\u3044\u307e\u3057\u305f\u306d\u3002<\/p>\n<p>\u5e83\u544a\u30b5\u30a4\u30c9\u3084\u30af\u30e9\u30a6\u30c9\u30b5\u30a4\u30c9\u3067\u3001\u4eca\u3053\u305d\u6700\u9069\u5316\u3092\u56f3\u308b\u5fc5\u8981\u304c\u3042\u308b\u3068\u304a\u3063\u3057\u3083\u3063\u3066\u3044\u307e\u3059\u304c\u3001\u5177\u4f53\u7684\u306b\u3069\u306e\u3088\u3046\u306a\u3053\u3068\u304c\u8d77\u304d\u3066\u3044\u308b\u306e\u304b\u3001\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u64a4\u9000\u306f\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u305d\u308c\u3068\u3082\u3001\u30de\u30af\u30ed\u7d4c\u6e08\u306e\u30d8\u30c3\u30c9\u30e9\u30a4\u30f3\u3092\u898b\u3066\u3001\u305d\u306e\u5148\u53d6\u308a\u3092\u3057\u305f\u3044\u3068\u3044\u3046\u3053\u3068\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>Sundar Pichai &#8212; CEO\uff08\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001Brian\u3002Ruth\u306f\u3001\u79c1\u305f\u3061\u304c\u4e0d\u78ba\u5b9f\u6027\u306b\u3064\u3044\u3066\u8a71\u3057\u3066\u3044\u308b\u3053\u3068\u306b\u8272\u3092\u3064\u3051\u3066\u304f\u308c\u305f\u3068\u601d\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u3082\u305d\u308c\u3092\u898b\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u7686\u3001\u5b9f\u306b\u3055\u307e\u3056\u307e\u306a\u529b\u5b66\u306b\u53cd\u5fdc\u3057\u3066\u304a\u308a\u3001\u305d\u306e\u8981\u56e0 &#8212; \u6839\u5e95\u306b\u3042\u308b\u8981\u56e0\u306f\u3055\u307e\u3056\u307e\u3067\u3001\u304a\u305d\u3089\u304f\u5730\u57df\u3084\u696d\u7a2e\u306b\u3088\u3063\u3066\u3082\u7570\u306a\u308b\u305f\u3081\u3001\u8981\u7d04\u3059\u308b\u306e\u306f\u56f0\u96e3\u3067\u3059\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001\u30de\u30af\u30ed\u74b0\u5883\u3068\u3044\u3046\u70b9\u3067\u306f\u5171\u901a\u70b9\u304c\u3042\u308a\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u79c1\u305f\u3061\u306f\u9593\u9055\u3044\u306a\u304f\u3053\u306e\u554f\u984c\u306b\u76ee\u3092\u5411\u3051\u3066\u3044\u307e\u3059\u3057\u3001\u4eca\u5f8c\u3088\u308a\u4e00\u5c64\u898f\u5f8b\u3092\u5f37\u5316\u3057\u3066\u3044\u304d\u305f\u3044\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u304c\u3001\u3088\u308a\u9ad8\u3044\u30ec\u30d9\u30eb\u306e\u30c6\u30fc\u30de\u3067\u3059\u3002\u6839\u672c\u7684\u306a\u90e8\u5206\u306b\u3064\u3044\u3066\u306f\u3001\u9577\u671f\u7684\u306a\u8996\u91ce\u306b\u7acb\u3063\u3066\u3001\u4f55\u3092\u3059\u3079\u304d\u304b\u3068\u3044\u3046\u3053\u3068\u306b\u6642\u9593\u3092\u8cbb\u3084\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4f01\u696d\u3068\u3057\u3066\u3001\u6210\u9577\u30e2\u30fc\u30c9\u306b\u3042\u308b\u3068\u304d\u306f\u3001\u5e38\u306b\u5fc5\u8981\u306a\u3059\u3079\u3066\u306e\u518d\u8abf\u6574\u3092\u884c\u3046\u6642\u9593\u3092\u3068\u308b\u306e\u306f\u96e3\u3057\u3044\u3082\u306e\u3067\u3059\u304c\u3001\u3053\u306e\u3088\u3046\u306a\u77ac\u9593\u306f\u30c1\u30e3\u30f3\u30b9\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u79c1\u306f\u3053\u308c\u3092\u30c1\u30e3\u30f3\u30b9\u3068\u3068\u3089\u3048\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u3053\u306e\u3088\u3046\u306a\u3068\u304d\u3053\u305d\u30c1\u30e3\u30f3\u30b9\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3057\u3001\u3053\u306e\u30c1\u30e3\u30f3\u30b9\u3092\u751f\u304b\u3059\u305f\u3081\u306b\u96c6\u4e2d\u529b\u3092\u9ad8\u3081\u3066\u3044\u308b\u306e\u3067\u3059\u3002<\/p>\n<p>Brian Nowak &#8212; Morgan Stanley &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001\u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9\u306e\u30a8\u30ea\u30c3\u30af\u30fb\u30b7\u30a7\u30ea\u30c0\u30f3\u3055\u3093\u304b\u3089\u3067\u3059\u3002<\/p>\n<p>Eric Sheridan &#8212; Goldman Sachs &#8212; 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of America Merrill Lynch\u306eJustin Post\u3055\u3093\u304b\u3089\u3067\u3059\u3002<\/p>\n<p>\u30b8\u30e3\u30b9\u30c6\u30a3\u30f3\u30fb\u30dd\u30b9\u30c8 &#8212; \u30d0\u30f3\u30af\u30aa\u30d6\u30a2\u30e1\u30ea\u30ab\u30fb\u30e1\u30ea\u30eb\u30ea\u30f3\u30c1 &#8212; 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Post &#8212; Bank of America Merrill Lynch &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001Sundar\u3002Ruth\u3055\u3093\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u904b\u55b6\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001Jefferies\u306eBrent Thill\u304b\u3089\u3067\u3059\u3002<\/p>\n<p>Brent Thill &#8212; Jefferies &#8212; 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&#8212; 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