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Alphabet Inc. (GOOG)

  • May 30, 2012, 2:20 PM
    Google's (GOOG) much-discussed display glasses will hopefully arrive next year, Sergey Brin tells California's Lieutenant Governor. Google's ability to stream location-specific ads to the devices could make them a gold mine if they're ever adopted on a large scale. Yesterday, in response to a question about Google's efforts, Tim Cook (AAPL) suggested wearable computing is an interesting concept, but added "the book hasn't been written" on whether consumers will embrace it. (also)
    | May 30, 2012, 2:20 PM | 1 Comment
  • May 30, 2012, 12:28 PM
    In spite of rumors to the contrary, Google's (GOOG) Nexus Tablet will feature a quad-core Nvidia (NVDA) Tegra 3 processor, according to benchmarks turned up by Rightware. The benchmarks also suggest the device will feature Android 4.1, which could be the version number for Jelly Bean. For the sake of its mobile ad business, Google badly needs the Nexus Tablet to be a success.
    | May 30, 2012, 12:28 PM | Comment!
  • May 30, 2012, 11:38 AM
    Google (GOOG) regrets not buying Twitter before its valuation surged to $8B, a source tells BI, and the company still believes it's the only one capable of effectively monetizing the microblogging service. A source close to Twitter claims the company's IPO plans haven't progressed far (the performance of recent offerings may be giving the company pause), and hints Twitter, which has struck a search deal with Bing (MSFT), is still open to an offer from Google. (previous)
    | May 30, 2012, 11:38 AM | Comment!
  • May 30, 2012, 9:14 AM
    Google (GOOG) says it has seen a meaningful increase in search activity since it began including its Knowledge Graph panel within search results for millions of subjects. One source tells the WSJ 10%-20% of searches could feature Knowledge Graph panels. Still on Google's plate: improving its slumping search ad rates, and better integrating social networking info within its search results a la Bing (MSFT).
    | May 30, 2012, 9:14 AM | Comment!
  • May 30, 2012, 8:39 AM
    A French court yesterday threw out a copyright lawsuit from TF1 against YouTube, ruling that the Google (GOOG) unit had made enough effort to remove "Heroes" and other programs for which TF1 owns the French broadcasting rights. YouTube has lost similar cases elsewhere in Europe and is fighting one vs. Vicaom (VIA) in the U.S.
    | May 30, 2012, 8:39 AM | Comment!
  • May 29, 2012, 6:58 PM
    With Motorola Mobility now under Google's (GOOG) control, Microsoft (MSFT) is reportedly hoping a settlement can be reached over the companies' bitter patent dispute, which has resulted in Android and Xbox injunctions (I, II) flying left and right. A source claims Microsoft and Motorola were close to a deal last summer, but it's added both sides are now further apart. Google wants an even cross-licensing deal, while Microsoft wants a favorable balance of revenue.
    | May 29, 2012, 6:58 PM | 1 Comment
  • May 29, 2012, 6:31 PM (CRM) has agreed to acquire Buddy Media, a provider of social media marketing software/services, for more than $800M, Peter Kafka reports, while adding Salesforce beat out a Google (GOOG) offer in the process. The news comes six months after Salesforce rolled out its Social Marketing Cloud product, the result of its $326M acquisition of Radian6, and comes a week after Bazaarvoice (BV) and Oracle struck deals (I, II) to acquire companies in the space.
    | May 29, 2012, 6:31 PM | 1 Comment
  • May 29, 2012, 2:15 PM
    Today's selloff in Facebook (FB -9.8%) is happening even though CLSA's James Lee is starting coverage with a Buy and $40 PT. Lee notes Facebook's ad click rates, a major concern for many, are much higher when an ad targets a "fan" of a product or service, and expects this trend and others to drive online ad share gains at Google's (GOOG) expense. On the flip side, Paul R. La Monica's talks with money managers find little interest in buying Facebook shares, mostly due to valuation concerns.
    | May 29, 2012, 2:15 PM | 23 Comments
  • May 29, 2012, 8:52 AM
    If Facebook (FB) is serious about buying Opera Software, it may have to pony up over $1B, analysts reckon, as competition from Google (GOOG) and others could lead to an auction. The speculation has sent Opera's shares surging 20% on the Oslo stock exchange, giving it a market cap of 4.9B Norwegian krones ($816M).
    | May 29, 2012, 8:52 AM | Comment!
  • May 25, 2012, 7:08 PM
    Responding to a report from The Verge that Google (GOOG) had acquired H-P's (HPQ) webOS team, H-P clarifies that "some key members" of the team working on the webOS-based Enyo app development platform have left the company, but "the majority of the engineering and leadership team remains." It adds the Enyo team is looking to hire new engineers.
    | May 25, 2012, 7:08 PM | 4 Comments
  • May 25, 2012, 6:37 PM
    Is Google Wallet (GOOG), off to a sputtering start, a victim of its dependence on NFC technology? Not only are NFC chips found in only a small (albeit growing) percentage of phones, the technology requires an ecosystem that doesn't exist, in part due to rival agendas. Meanwhile, PayPal (EBAY) is rolling out an app-based service that allows users to pay before walking into a store, and Starbucks has had success with a solution that scans barcodes appearing on a phone's display. Then there's Square.
    | May 25, 2012, 6:37 PM | 1 Comment
  • May 25, 2012, 5:08 PM
    Engadget's review of Samsung's (SSNLF.PK) Galaxy S III is positive, but far from glowing. The device's performance, camera, and display are praised, but its software, which Samsung has heavily emphasized, is found lacking, and the site declares HTC's One X a better high-end Android (GOOG) option. The Verge is more enthusiastic, calling the S III a "technological triumph." Though Samsung currently looks unstoppable in the Android market, it's worth remembering HTC looked the same way a year ago.
    | May 25, 2012, 5:08 PM | 4 Comments
  • May 25, 2012, 4:55 PM
    Thanks to Nokia's (NOK) Lumia releases, Windows Phone (MSFT) managed to account for 4.1% of Western European smartphone sales in Q1, per IDC. Android (GOOG) had 55% of the market, the iPhone (AAPL) 25%, and BlackBerry (RIMM) devices 9% (down from 17% a year earlier). A Microsoft exec recently claimed Windows Phone had 7% of the Chinese smartphone market. Nokia's high-end Lumia 900 was launched early in Q2.
    | May 25, 2012, 4:55 PM | 17 Comments
  • May 25, 2012, 12:19 PM
    Android's (GOOG) tablet market standing receives another hit (previous) courtesy of Cisco (CSCO), which says it will no longer invest in its Cius enterprise tablet line. Instead, the company will focus on providing IP communications software for mobile devices via its Jabber and WebEx families. Cisco's move comes as enterprise iPad (AAPL) usage takes off, both due to corporate purchases and IT's "bring your own device" (BYOD) trend.
    | May 25, 2012, 12:19 PM | 4 Comments
  • May 25, 2012, 9:15 AM
    H-P's (HPQ) webOS team, its fate in limbo since the company ended hardware development for the platform, is being acquired by Google (GOOG), The Verge reports. Possible reasons for Google's interest: the ability to use elements of webOS' UI in Android; the commercialization of the Enyo app development platform; and the fact Android design chief Matias Duarte previously worked on webOS. Chances are Google paid a lot less than H-P's prior asking price of $1.2B. (HPQ layoffs)
    | May 25, 2012, 9:15 AM | 2 Comments
  • May 25, 2012, 8:58 AM
    At the top of Goldman Sachs' VIP List of 50 stocks most important to hedge funds is Apple (AAPL), followed by GOOG, ESRX, MSFT, QCOM, C, GM, PCLN, JPM and LMCA. Leading the list of the firm's top 50 short positions is JNJ, XOM, INTC, IBM, AMZN, T, CVX, VZ, DUK and DIS.
    | May 25, 2012, 8:58 AM | 12 Comments
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.