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Google I/O Is This Week: What To ExpectAlexander Pottmeyer • Mon, May 13
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Google's CEO Discusses Q3 2012 Results - Earnings Call TranscriptThu, Oct 18, 2012 • 4 Comments
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Google's Management Discusses Q2 2012 Results - Earnings Call TranscriptThu, Jul 19, 2012 • 4 Comments
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Google Management Discusses Q1 2012 Results - Earnings Call TranscriptThu, Apr 12, 2012 • 1 Comment
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Google Management Discusses Q4 2011 Results - Earnings Call TranscriptThu, Jan 19, 2012
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Google Management Discusses Q3 2011 Results - Earnings Call TranscriptThu, Oct 13, 2011
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Google Inc. M&A CallMon, Aug 15, 2011
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Google's CEO Discusses Q2 2011 Results - Earnings Call TranscriptThu, Jul 14, 2011 • 2 Comments
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Google's CEO Discusses Q1 2011 Results - Earnings Call TranscriptFri, Apr 15, 2011 • 1 Comment
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Google's CEO Discusses Q4 2010 Results - Earnings Call TranscriptFri, Jan 21, 2011
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Motorola Management Discusses Q3 2010 Results - Earnings Call TranscriptThu, Oct 28, 2010
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Google CEO Discusses Q3 2010 Results - Earnings Call TranscriptThu, Oct 14, 2010 • 2 Comments
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Motorola Q2 2010 Earnings Call TranscriptFri, Jul 30, 2010
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Google Inc. Q2 2010 Earnings Call TranscriptFri, Jul 16, 2010 • 1 Comment
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Motorola Q1 2010 Earnings Call TranscriptThu, Apr 29, 2010
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GOOG vs. ETF Alternatives
Company Description
Google is a global technology leader focused on improving the ways people connect with information. The company's innovations in web search and advertising have made its web site a top internet property and its brand one of the most recognized in the world. Google maintains a large index of web... More
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- | Earnings
- | Dividends
- | M&A
- | On the move
- Thursday, October 27, 2011, 12:15 PM With 57 completed deals under its belt this year with two months to go, Google (GOOG) has already smashed its 2010 record of 48 acquisitions. The $1.4B tally includes its $151M purchase of Zagat, $114M for Daily Deals, and $676M for travel software firm ITA. Its $12.5B deal for Motorola Mobility (MMI) has not yet been completed. Comment! [Tech, M&A]
- Thursday, October 27, 2011, 11:30 AM Sprint's (S) Dan Hesse says iPhones tend to generate less data traffic than Android (GOOG) devices - likely due to Apple's (AAPL) multitasking controls, which limit the data usage of background apps. Sprint says this difference will help it maintain unlimited data plans, while BTIG thinks it helps justify the iPhone's higher subsidies. Comment! [Tech, Quick Ideas]
- Thursday, October 27, 2011, 8:03 AM Google (GOOG) has definitely paid a price for its decision to stop censoring Chinese search results: iResearch estimates Google's share of China's search market has fallen from 29.5% in Q1 '10 to 18.3% in Q3 '11. Baidu's (BIDU) share is believed to have risen over this time from 67.8% to 77.7%. 8 Comments [Tech]
- Thursday, October 27, 2011, 12:10 AM Notable earnings after Thursday's close: AMD, CBG, CERN, CINF, CLD, CLF, CROX, CSTR, DDR, DECK, DPL. EMN, ERTS, EXPE, FII, GILD, HIW, HLS, IM, KEG, KLAC, LEG, LVS, MET, MMI, NCR, NETL, NLY, PFG, PMCS, QLGC, QLIK, RGC, RSG, SWN, UHS, VAR, VRSN, VRTX. 1 Comment [Earnings]
- Wednesday, October 26, 2011, 4:00 PM The top 5 YouTube channels receive as many daily viewers as the top 5 cable channels, according to a spokesperson. In addition, Sandvine reports YouTube now makes up 20% of downstream North American mobile data traffic. Google (GOOG) has made huge strides in monetizing YouTube's library, though recent content purchases are hurting the site's profitability. Comment! [Tech]
- Wednesday, October 26, 2011, 3:13 PM Sprint (S -3.3%) says it will subsidize iPhone prices by $200 more per device than other smartphones. The comment helps explain why Apple (AAPL) commands an outsized share of smartphone profits: Android (GOOG) buyers choose between multiple vendors, which gives carriers some pricing leverage over each one. But there's only one iPhone maker. (earlier) 1 Comment [Tech]
- Wednesday, October 26, 2011, 2:56 PM Nokia's (NOK -0.1%) new Windows phones carry "worryingly uncompetitive” price tags, according to Sanford Bernstein's Pierre Ferragu. The Lumia 800, at $585, is "condemned to be either anecdotic or go through massive price cuts," and the Lumia 710 "clearly comes across as cheap... At $375, the phone doesn’t appear fit to compete against Android phones." Comment! [Tech]
- Wednesday, October 26, 2011, 9:44 AM Has Apple peaked? Based on his recent purchase of Motorola's Atrix 2 phone, Cullen Roche seems to think so: "Apple finally has reason to be scared of the competition. Android OS has always had the capability to outpace the Apple OS. It was only a matter of time before the hardware caught up with the software... That’s the problem with being no. 1: There’s only one direction to go." 4 Comments [Tech]
- Wednesday, October 26, 2011, 8:33 AM Nokia's (NOK) just-announced Lumia 800 Windows Phone (MSFT) bears a strong resemblance to its N9 MeeGo phone, though a Qualcomm (QCOM) chip has replaced the N9's Texas Instruments (TXN) chip. Engadget says the phone "looks quite incredible," Nonetheless, Nokia faces an uphill battle to wrest market share from Android (GOOG) and iOS (AAPL). 1 Comment [Tech]
- Tuesday, October 25, 2011, 12:36 PM Big Brother is watching: The number of government requests for data on Google (GOOG) users increased 29% over the last 6 months, according to data posted on a corporate blog. The company says it complied with 93% of the requests by various U.S. agencies related to criminal investigations. Comment! [Tech, U.S. Economy]
- Tuesday, October 25, 2011, 7:15 AM Twitter joins Facebook in draining talent from Silicon Valley tech heavyweights, landing a former high-ranking Google (GOOG) exec after Karen Wickre announces she will become the company's editorial director. She says the job will include "a fair amount of wordsmithing as well as nurturing a consistent Twitter voice across our public messages and information pages." Comment! [Tech]
- Monday, October 24, 2011, 3:39 PM ABI estimates mobile app downloads will more than triple this year, to 29B. It also believes Android Market (GOOG) passed the App Store (AAPL) as the download leader in Q2, with a share of 44% to the App Store's 31%. Nonetheless, ABI asserts Apple's "superior monetization policies" have translated into "a better catalog of apps." iTunes revenue hit $1.5B in Apple's calendar Q3. Comment! [Tech]
- Monday, October 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. Comment! [Tech, On the Move]
- Monday, October 24, 2011, 1:15 PM Following a deal with Taiwanese contract manufacturer Compal, Microsoft (MSFT) is set to collect royalties on over half of all Android (GOOG) devices shipped. With royalties often in the $5/device range, and Android shipments possibly on their way to growing to several hundred million per year, Android licensing is turning into a big business for Mister Softee. 1 Comment [Tech]
- Monday, October 24, 2011, 11:58 AM There are good reasons why Apple (AAPL +2.9%) may not make a play for Nuance (NUAN +2.6%): Apple doesn't make $8B acquisitions, and Nuance is in areas such as medical transcriptions that Apple doesn't want. But Mike Dawson thinks they'd be crazy not to try, since it could be worth it just to keep the speech recognition technology away from Google (GOOG) and Microsoft (MSFT). 6 Comments [Tech, M&A]
- Monday, October 24, 2011, 9:16 AM According to a WSJ source, Samsung (SSNLF.PK) passed Apple (AAPL) as the world's largest smartphone maker in Q3, shipping 20M+ phones to Apple's 17.1M on the back of booming Android (GOOG) sales. However, Apple still likely has a dominant share of industry profits, thanks to the iPhone's $643 average selling price. 1 Comment [Tech]
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Michael Bryant
Facebook (FB) is addictive. I am shocked that some people use FB like Google (GOOG) or need to know every thing in their friends' lives. - View all 1 replies
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The Wall Street Transcript
Mobile Advertising and SaaS Monetization Trends; Analyst Discusses $ADBE, $AOL, $GOOG, $GRPN, $MSFT, $ORCL, $YHOO- http://su.pr/1kRnt5 - View all 0 replies
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Josh Krause
My feelings on the FB IPO, especially when compared to the GOOG and LNKD IPO: http://seekingalpha.com/a/csht - View all 0 replies
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OneLongTrade: I've already had GOOG, since a week ago. But only a small position. Have taken a much larger position in AAPL that hasn't done well.
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OneLongTrade
GOOG just turned positive. Somebody's been buying the dips today, but SPX needs to close above 1345 to be meaningful. - View all 11 replies
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OneLongTrade: that if it can manage that close, we should have bottomed for the short run. -
Bret Kenwell: I want to see a break out our range (~1345-1360) a significant break in either one is the short term direction IMO.
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