Alphabet Inc. (GOOG) - NASDAQ
  • Jan. 19, 2012, 5:14 PM
    During its earnings call, Google (GOOG) attributes the decline in its cost-per-click, partly responsible for its Q4 miss, to forex issues and unnamed changes it's made to increase its paid clicks. The company also says its display ad business is now on a $5B run rate (up from $2.5B in Oct. '10), and that 250M Android devices have been activated (up from 200M in November). GOOG -8.7% AH. (webcast)
    | Jan. 19, 2012, 5:14 PM | 14 Comments
  • Jan. 19, 2012, 4:16 PM

    More on Google: International revenue fell to 53% of total from 55% in Q3, a decline that suggests European weakness played a large role in the shortfall. Paid clicks +34% Y/Y (+28% in Q3), but cost-per-click fell 8% Q/Q and Y/Y. 69% of revenue from Google sites, steady with Q3. Free cash flow was $2.97B, slightly below net income of $3.13B, thanks to capex of $951M (12% of revenue). GOOG -9.9% AH. (PR)

    | Jan. 19, 2012, 4:16 PM
  • Jan. 19, 2012, 4:02 PM
    Google (GOOG): Q4 EPS of $9.50 misses by $0.95. Revenue of $8.13B (25+% Y/Y) misses by $0.3B. Shares -9.1% AH. (PR)
    | Jan. 19, 2012, 4:02 PM | 3 Comments
  • Jan. 9, 2012, 3:15 PM
    Wall Street is starting to worry about Google (GOOG -4.1%) becoming hitched to a lemon after Motorola Mobility's (MMI -0.7%) Q4 warning reflects difficult competition among mobile device makers. Yes, acquiring MMI's patents is the "least bad" way to counter Apple and Microsoft, Cowen's Jim Friedland says, but "unfortunately, the patents are saddled with MMI's poorly performing handset business."
    | Jan. 9, 2012, 3:15 PM | 4 Comments
  • Dec. 20, 2011, 12:20 PM
    Apple (AAPL +2.9%) rises on its patent victory, but would-be loser Google (GOOG +1.3%) also moves up, and analysts are mindful that AAPL didn’t get all it wanted as far as specific claims. The ruling is a “small dent against Android in the grand scheme of the smartphone patent wars," RBC writes; it "won’t disrupt at all... HTC’s and Android’s business," Sanford Bernstein says.
    | Dec. 20, 2011, 12:20 PM
  • Dec. 14, 2011, 1:17 PM

    InterDigital (IDCC +6%), which had 14.8% of its float shorted as of Nov. 30, is up on a down day, thanks to renewed speculation about Google (GOOG) being interested in buying the 3G/4G patent holder (in spite of its pending acquisition of MMI). Nonetheless, InterDigital shares remain off sharply from their summer highs.

    | Dec. 14, 2011, 1:17 PM | 1 Comment
  • Dec. 1, 2011, 12:40 PM
    That little spike down from $198 to $195 in Amazon (AMZN) a few minutes ago? Benzinga - citing the WSJ - says Google (GOOG) is working on a same-day delivery system for online purchases, and is speaking to retailers about the design. AMZN shares are now at $196.15, +2%.
    | Dec. 1, 2011, 12:40 PM
  • Nov. 28, 2011, 7:45 AM
    Citigroup upgrades Google (GOOG +2.8%) to Buy, noting the company is trading below market multiples and is a compelling risk-reward opportunity in the large-cap Internet sector. Other reasons for the upgrade: Google has shown revenue growth and margin stabilization, its Q1 spending surge is paying off, and Facebook is less of a threat.
    | Nov. 28, 2011, 7:45 AM
  • Nov. 10, 2011, 11:31 AM

    More analyst commentary on Cisco (CSCO +6.1%): Deutsche and Raymond James are joining Citi in upgrading the company post-earnings. Raymond believes the price pressure seen lately by Cisco is softening, and also thinks GOOG's acquisition of MMI could give Cisco's cable business a lift. But others aren't quite so bullish. (more) (transcript)

    | Nov. 10, 2011, 11:31 AM
  • Oct. 24, 2011, 3:04 PM
    Yahoo (YHOO +3.2%) continues its strong October performance after Google's (GOOG) name gets thrown into the company's soap opera-esque buyout saga. Scott Cleland thinks Google is "playing with antitrust fire" by dancing with Yahoo. But perhaps Google's goal is to simply keep its rival out of Microsoft's (MSFT) hands by financing a competing bid.
    | Oct. 24, 2011, 3:04 PM
  • Oct. 19, 2011, 8:40 AM

    Though analysts are defending Apple (AAPL), shares remain down 5% premarket. One point of concern may be Apple's 9% Y/Y decline in revenue per retail store, in spite of strong Mac and iPad sales. This is likely raising questions about whether North American iPhone demand was affected by Android's (GOOG) boom, in addition to iPhone 5 anticipation. (more) (transcript)

    | Oct. 19, 2011, 8:40 AM | 6 Comments
  • Oct. 18, 2011, 6:08 PM

    Several iPhone component suppliers are taking a hit following Apple's (AAPL) FQ4 report, in which iPhone shipments came in below Street forecasts. BRCM -1.7%. QCOM -1.9%. TQNT -4.1%. CRUS -4.2%. GLW -1.2%. OVTI -1.2%. Some other wireless industry players are also selling off: SNDK -1.2%. GOOG -0.8%. S -2.1%. (more)

    | Oct. 18, 2011, 6:08 PM | 1 Comment
  • Oct. 14, 2011, 11:10 AM
    Shares of Pandora (P) stay undaunted in the face of competition from larger rivals, up 5% for the day and 50% over the last month. Google's (GOOG +6.3%) plans to launch a music streaming service (audio), Apple's (AAPL +2.3%) new iCloud service, and a bevy of startups have all been labeled Pandora-killers - but for the moment...optimism survives.
    | Oct. 14, 2011, 11:10 AM | 1 Comment
  • Oct. 14, 2011, 10:29 AM

    Shares of Ixia (XXIA +6.1%) gain after the company grabs the attention of Gabelli, landing a Buy rating and a lofty $17 price target. It's not a bad day for other networking stocks as well - boosted by a powerhouse Google (GOOG +5.7%) Q3 report. Gainers: EXFO +5.5%, JNPR +2.8%, JDSU +2.9%.

    | Oct. 14, 2011, 10:29 AM
  • Oct. 14, 2011, 10:29 AM
    Analysts continue singing Google's (GOOG +5.9%) praises following Q3 results. Many are noting how mobile advertising is becoming a big business for the search giant, even if ad rates are lower than for PC ads. Mobile games developer Glu Mobile (GLUU +6.9%) and mobile ad provider Motricity (MOTR +6.7%) appear to be rising in sympathy. (transcript)
    | Oct. 14, 2011, 10:29 AM
  • Oct. 14, 2011, 9:15 AM

    Premarket gainers: CLWR +10%. GOOG +8%. S +8%. OPK +7%. GLUU +7%. HOV +6%. SWKS +6%. ADBE +5%. BIDU +5%. ERIC +5%. GMCR +5%. ALU +5%. COOL +4%. AMR +4%. RFMD +4%. RENN +4%. SOL +4%. TQNT +4%. HAL +4%. WLT +4%. MT +4%. FCX +4%. SINA +3%. AONE +3%. SIRI +3%. UN +3%. ING +3%. NFLX +3%. MU +3%. F +3%.
    Losers: DEPO -24%. NCMI -23%. AVII -4%. MAT -3%.

    | Oct. 14, 2011, 9:15 AM
Company Description
Alphabet, Inc. is a newly founded holding company for the Google group of businesses. Under the new operating structure, its main Google business will include search, ads, maps, apps, YouTube and Android and the related technical infrastructure (the 'Google business'). Businesses such as Calico,... More
Sector: Technology
Industry: Internet Information Providers
Country: United States