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Alphabet Inc. (GOOG)

  • Oct. 13, 2011, 4:18 PM
    More on Google's (GOOG) Q3 results: International markets accounted for 55% of revenue, up from 52% in year-ago period. Paid clicks increased 28% Y/Y, while cost per click grew 5% Y/Y (but fell 5% Q/Q). Operating expenses were 34% of revenue, up from 30% in year-ago period. Stock compensation expenses grew 50% Y/Y, to $571M. GOOG +5.2% AH. (PR)
    | Oct. 13, 2011, 4:18 PM | 1 Comment
  • Oct. 13, 2011, 4:06 PM
    Google (GOOG): Q3 EPS of $9.72 beats by $0.98. Revenue of $7.51B (+37% Y/Y) beats by $300M. GOOG +6% AH. (PR)
    | Oct. 13, 2011, 4:06 PM | 9 Comments
  • Oct. 13, 2011, 7:10 AM
    Bloomberg reports 2 sources as saying rumors about a Google (GOOG) takeover of Akamai (AKAM) are baseless. Akamai leads American industry in buyout speculation, being named as a target 21 times since 2005. Up as much as 17% in AH trading last night, shares are +3.7% premarket.
    | Oct. 13, 2011, 7:10 AM | Comment!
  • Oct. 12, 2011, 4:26 PM
    Akamai (AKAM) soars 12.1% AH after BI claims multiple sources believe Google (GOOG) is about to acquire the company. BI thinks an acquisition could be a smart move given Akamai's valuation, and its "trove of valuable data" on web users. One could also add the ability of Akamai's massive network to improve the performance of Google services. (previously)
    | Oct. 12, 2011, 4:26 PM | Comment!
  • Oct. 10, 2011, 1:51 PM
    China's "Great Firewall" has been intermittently blocking Google's (GOOG +3.6%) Android Market over the last three days, as well as its mobile Gmail app. Google shares don't appear to be affected by the news, but Chinese mobile data services provider Phoenix New Media (FENG -13.8%) is a much different story.
    | Oct. 10, 2011, 1:51 PM | Comment!
  • Oct. 5, 2011, 9:58 AM
    Google's (GOOG -3.3%) pending Motorola Mobility (MMI) acquisition could distract senior management while failing to protect Android and keeping it from returning capital to shareholders, Stifel Nicolaus writes in lowering shares to Hold from Buy. “The strategic position of Google is weakening... [and] the Internet’s center of gravity is shifting from Google to Facebook."
    | Oct. 5, 2011, 9:58 AM | 1 Comment
  • Oct. 4, 2011, 3:20 PM
    Apple (AAPL -4.5%) is now selling off harder following its iEvent. While the iPhone 4S should be well-received, Google (GOOG) is likely breathing a sigh of relief, as the product wasn't the game-changer some feared. In particular, Apple's decision not to increase the iPhone's display size allows Android to maintain an edge in appealing to phone buyers who want more screen space. (more)
    | Oct. 4, 2011, 3:20 PM | 5 Comments
  • Oct. 4, 2011, 11:08 AM
    J.P. Morgan's Philip Kusick isn't buying yesterday's WSJ report about Sprint (S -7%) committing to $20B in iPhone (AAPL) purchases, noting the commitment might represent 37% of Sprint's phone sales over the next 4 years. He's also skeptical about Sprint's reported per-iPhone subsidy of $500, given its Android (GOOG) subsidies are much lower.
    | Oct. 4, 2011, 11:08 AM | 2 Comments
  • Sep. 29, 2011, 12:50 PM
    TechCrunch reports startup search engine Blekko kicks up a $30M investment from Yandex (YNDX -2.2%), helping land its CEO, Arkady Volozh, on Blekko's board. It's an interesting move from the Russian search engine - still reeling from an ill-fated meeting with hedge funds yesterday - that lines it up to compete in the U.S. market with Google (GOOG +0.2%) if Blekko can actually turn rave reviews into significant levels of search traffic.
    | Sep. 29, 2011, 12:50 PM | Comment!
  • Sep. 28, 2011, 2:14 PM
    Yandex (YNDX -13.5%) plunges after a meeting with some hedge funds fails to go smoothly, and raises fears of declining search market share. Yandex has issued a (poorly-worded) statement claiming its CEO may have been misunderstood during the meeting, but admitting the presence of "increased competitive pressure from Google" (GOOG).
    | Sep. 28, 2011, 2:14 PM | 2 Comments
  • Sep. 28, 2011, 10:05 AM (AMZN +3.3%) unveils its much-anticipated tablet. Called the Kindle Fire (as previously reported), the device will feature a 7-inch display and cost only $199, $50 less than the Nook Color (BKS -6.3%) and $300 less than the cheapest iPad (AAPL +0.5%). The tablet will run on Android (GOOG), but nonetheless act like a "souped-up Kindle."
    | Sep. 28, 2011, 10:05 AM | 2 Comments
  • Sep. 20, 2011, 2:22 PM
    Visa (V +3.6%) trades higher after saying late yesterday it had signed a licensing deal to include its credit and debit cards in Google's (GOOG +1.5%) mobile wallet application.
    | Sep. 20, 2011, 2:22 PM | Comment!
  • Sep. 12, 2011, 2:04 PM
    The ranks of analysts expecting Research In Motion (RIMM -0.6%) to deliver healthy guidance (I, II, III)  when it reports earnings on Thursday continues to grow. Sterne Agee's Shaw Wu reports "constructive feedback" on recently-launched products, and thinks carriers are motivated to support RIM as an alternative to Android (GOOG) and iOS (AAPL).
    | Sep. 12, 2011, 2:04 PM | Comment!
  • Sep. 8, 2011, 12:38 PM
    The bleeding just gets worse for shares of OpenTable (OPEN -9.5%) after analysts bandied around words like "crushes" and "devastating" to describe the effect of the Google (GOOG +1.1%)-Zagat deal on the company.
    | Sep. 8, 2011, 12:38 PM | 2 Comments
  • Aug. 31, 2011, 5:23 PM
    Openwave (OPWV) finished up 30% on the day after filing suit against AAPL and RIMM. Wedbush estimates Openwave's patent portfolio is worth roughly $100M, and speculates Google (GOOG), which wasn't sued, could be in talks with the company. Even after today's rise, Openwave only has an enterprise value of about $66M.
    | Aug. 31, 2011, 5:23 PM | 2 Comments
  • Aug. 24, 2011, 1:39 PM
    Research In Motion (RIMM) is up 2.9% after reports that the QNX phones it's introducing early next year will run apps made for Android (GOOG). At 250K apps, the Android Market is roughly six times the size of RIM's own app store.
    | Aug. 24, 2011, 1:39 PM | 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.