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  • Jun. 22, 2012, 11:23 AM

    More on Google: Citi's Mark Mahaney provides more upbeat commentary, estimating YouTube will generate net revenue of $2.4B in 2012. That's up from a prior estimate of $1.7B, an increase Mahaney attributes to surging traffic and improved ad monetization. Definitely helping matters is the fact much of YouTube's recent traffic growth has come from professional content, which is proving easier to monetize than the amateur content that drove much of the site's early growth.

    | Jun. 22, 2012, 11:23 AM
  • Jun. 22, 2012, 11:09 AM
    Is Larry Page's health something for Google (GOOG) investors to be worried about? Page missed yesterday's shareholder meeting, where a "stock split" that strengthens his voting power was rubber-stamped, and he also will miss next week's Google I/O developer's conference and the company's Q2 earnings call - the latter is roughly a month away. JPMorgan's Doug Anmuth also notes Page hasn't posted on his Google+ page since May 25.
    | Jun. 22, 2012, 11:09 AM | 1 Comment
  • Jun. 21, 2012, 5:35 PM

    More on mobile apps: While Vision Mobile notes iOS (AAPL) apps generate more revenue than Android (GOOG) apps on average, an infographic from App Annie notes the app revenue split between the platforms favors iOS by a 71%-29% margin. The numbers drive home why iOS maintains a commanding lead in developer support, in spite of Android's market share edge. Also: 18% of iOS downloads now come from China, where Google Play has a limited presence.

    | Jun. 21, 2012, 5:35 PM | 1 Comment
  • Jun. 21, 2012, 5:17 PM

    BlackBerry OS (RIMM) apps generate more revenue on average - $3,853, compared with $3,693 for iOS, $2,735 for Android, and $1,234 for Windows Phone - than any other mobile platform, according to a Vision Mobile study. Unfortunately, this edge (partly the result of fewer BlackBerry apps being available) isn't enough to stop 41% of surveyed BlackBerry developers from stating they plan to abandon the platform. 52% of Symbian developers also plan to jump ship.

    | Jun. 21, 2012, 5:17 PM | 20 Comments
  • Jun. 21, 2012, 12:50 PM

    In order to help settle their bitter patent dispute, Motorola Mobility (GOOG) is proposing Microsoft (MSFT) pay it a $0.50 royalty for every copy of Windows containing Motorola's H.264 video encoding tech, in exchange for Motorola paying a $0.33 royalty on every smartphone it ships that supports Microsoft's ActiveSync software. Microsoft has dismissed the offer, and suggests Motorola is obligated to license its patents under FRAND terms. ITC injunctions (I, II) may be pending.

    | Jun. 21, 2012, 12:50 PM | 2 Comments
  • Jun. 21, 2012, 11:24 AM

    Oracle (ORCL) has agreed to a $0 settlement for statutory damages related to its patent infringement suit against Google (GOOG). However, it's also filing a partial over the case. In May, a jury declared Google innocent of all 8 patent infringement claims levied by Oracle, and a judge subsequently denied Oracle's request to nullify the jury's decision. Oracle once sought billions in damages from Google over Android's use of Java programming interfaces.

    | Jun. 21, 2012, 11:24 AM | 1 Comment
  • Jun. 20, 2012, 4:57 PM

    Apple (AAPL) news roundup: 1) iCloud suffers an outage that affects iMessage and some other services. 2) "Leaked" images for the next iPhone's case suggest the device will have a 4" screen and be just 7.6mm thick, in-line with earlier rumors. 3) Barclays' Ben Reitzes argues Microsoft Surface is a bigger threat to Android tablets than to the iPad. 4) Foxconn chairman Terry Gou claims the next iPhone "will put Samsung's Galaxy S III to shame."

    | Jun. 20, 2012, 4:57 PM | 18 Comments
  • Jun. 20, 2012, 10:27 AM

    Google (GOOG -0.7%) edges lower after Benchmark's Clay Moran slashes his PT to $615 from $650, while arguing weak European online ad sales, a declining euro, and soft U.S. search volumes will hurt the company's Q2 results. Benchmark, which notes Google obtains 35%-40% of its revenue from Europe, and has a 90%+ share of the region's search activity. (previous)

    | Jun. 20, 2012, 10:27 AM
  • Jun. 20, 2012, 2:36 AM

    Apple (AAPL) will try to salvage today its high-profile case against Google's (GOOG) Motorola Mobility unit, arguing before a federal judge why it should be able to seek an order barring the sale of some Motorola phones. The judge's decision could impact Apple's ability to negotiate favorable licensing agreements in its legal fights against Motorola and other competitors. (previously)

    | Jun. 20, 2012, 2:36 AM | 2 Comments
  • Jun. 19, 2012, 11:45 AM

    Vringo (VRNG +12.4%) soars a day after merger partner Innovate/Protect receives a favorable Markman ruling in its infringement suit against AOL, Google, and others. Possibly helping is an analysis from SA's James Altucher, who argues the broad definitions granted by the ruling for I/P's patent claims increase the likelihood Google's (GOOG) AdWords search ad platform will be declared to infringe on an I/P patent for ranking search and ad results based on clicks. (previous)

    | Jun. 19, 2012, 11:45 AM
  • Jun. 19, 2012, 9:51 AM

    Nvidia (NVDA +4.1%) rallies after the company discloses the ARM-based version of Microsoft Surface will run on a Tegra app processor (the specific Tegra chip remains a mystery). Google's (GOOG) upcoming Nexus tablet, which really has its work cut out for it now, is expected to use a Tegra 3 processor. Microsoft's (MSFT) decision to go with Nvidia is a minor disappointment for Qualcomm (QCOM), which announced a Windows 8 partnership with Microsoft at CES.

    | Jun. 19, 2012, 9:51 AM
  • Jun. 18, 2012, 6:39 PM

    Fueled by growing professional content support, YouTube's (GOOG) U.S. monthly viewing reached 463 minutes/user in May, comScore estimates - up 49% Y/Y and 11% from February. Meanwhile, Yahoo's (YHOO) minutes/viewer nearly doubled Y/Y to 77. Facebook's (FB) rose 24% to 24, but unique viewers fell 8% to 44.3M, less than 1/3 of YouTube's. The figures are proof Facebook is struggling to turn its dominant position in online photo sharing into a top position in online video.

    | Jun. 18, 2012, 6:39 PM
  • Jun. 18, 2012, 5:33 PM

    App developers continue to embrace Windows Phone. Flurry estimates Windows Phone made up 6% of all new app starts in May, up from 4% in April and 2% in December. Microsoft's (MSFT) aggressive efforts to court developers appear to be helping. However, Apple's (AAPL) iOS, lifted by iPad app development, still accounted for an estimated 67% of Q2 starts. Android (GOOG) accounted for 28%, and the BlackBerry OS (RIMM) a mere 1%. (previous)

    | Jun. 18, 2012, 5:33 PM | 2 Comments
  • Jun. 18, 2012, 3:54 PM

    Vringo (VRNG +7.4%) shares jump after Innovate/Protect, an IP licensing firm Vringo is in the process of merging with, receives a favorable Markman ruling related to a patent infringement lawsuit filed against AOL, Google (GOOG), and others. (PR)

    | Jun. 18, 2012, 3:54 PM
  • Jun. 18, 2012, 2:33 PM
    Details emerge about Sony's (SNE) fashionably-named NSZ-GS7 Network Media Player, which runs on Google TV (GOOG). The $200 device is said to come with an advanced remote that includes a touchpad, motion control, and voice command support, and will support most of Sony's 2012 TV lineup. In spite of Eric Schmidt's promises, Google TV hardware sales have been limited, and Logitech has thrown in the towel. (previous)
    | Jun. 18, 2012, 2:33 PM
  • Jun. 18, 2012, 1:15 PM

    Samsung (SSNLF.PK) announces its SAFE (Samsung Approved for Enterprise) initiative, which seeks to boost enterprise adoption of the Galaxy S III and other Android (GOOG) devices by adding security, device/app management, and information-syncing features sought by corporate IT. Android trails the iPhone in enterprise adoption due to both demographics (the iPhone tends to fare better with high-income users) and concerns about missing features.

    | Jun. 18, 2012, 1:15 PM | 1 Comment
Company Description
Alphabet Inc through its subsidiary Google Inc is engaged in improving the ways people connect with information & products including Search, Android, YouTube, Apps, Maps & Ads. It also produces internet-connected home devices & provides internet services.