Seeking Alpha

Google Inc. (GOOG)

  • Oct. 16, 2009, 9:20 AM
    Futures are moving higher following strong production data, but still indicate a weak open after somewhat disappointing Q3 results from Bank of America (BAC), IBM (IBM), and GE (GE) offset Google's (GOOG) strong quarter. Benchmark S&P -0.5% to 1084.50.
    | Comment!
  • Oct. 16, 2009, 8:22 AM
    Wal-Mart (WMT) launches a price war with (AMZN), putting 10 hotly-anticipated new books online for just $10 each. Amazon then matched the price, after which Wal-Mart fired back by dropping prices to $9. Wal-Mart is also selling 200 bestsellers at a 50% discount. Combined with Google's (GOOG) move into ebooks yesterday, Amazon now finds itself under a two-prong assault.
    | Comment!
  • Oct. 15, 2009, 4:06 PM
    Google (GOOG): Q3 EPS of $5.89 beats by $0.47. Revenue of $4.38B (+7%) vs. $4.24B. Paid clicks +14%; cost per click -6%. "While there is a lot of uncertainty about the pace of economic recovery, we believe the worst of the recession is behind us and now feel confident about investing heavily in our future." Shares +1.9% AH. (PR)
    | Comment!
  • Oct. 15, 2009, 8:50 AM
    Google (GOOG -0.5%) plans to launch an online store by next year to deliver electronic books to any device with a web browser, a direct attack on's (AMZN -1.6%) hugely successful Kindle. Google Editions will offer about half a million books initally in partnership with publishers with whom it already cooperates.
    | Comment!
  • Oct. 15, 2009, 12:10 AM
    Notable post-market earnings: AMD, GOOG, IBM, PBCT, PLCM, TPX
    | Comment!
  • Oct. 14, 2009, 3:40 PM
    ComScore's new data show Google (GOOG) and Microsoft (MSFT) growing search share, but Google's doing it faster: to 64.9% from 64.6%, compared with Microsoft's move to 9.4% from 9.3%. Meanwhile, Yahoo (YHOO) slips again, to 18.8% from 19.3%.
    | Comment!
  • Oct. 13, 2009, 10:26 AM
    Keeping an eye on McClatchy (MNI +9.5%), which just ratcheted higher. Desk talk of a partnership deal with Google (GOOG).
    | Comment!
  • Oct. 12, 2009, 4:28 PM
    Another Google (GOOG)-Apple (AAPL) board conflict is resolved as Apple director Arthur Levinson resigns from Google's board, fending off a threatened FTC lawsuit over the dual memberships of Levinson and Google CEO Eric Schmidt, who left Apple's board in August. The two companies are increasingly competing in the same markets.
    | Comment!
  • Oct. 9, 2009, 4:40 PM
    YouTube has changed the way we watch video and has become an indispensable part of the Web, now serving up a billion views per day, so at some point Google (GOOG) CEO Eric Schmidt will have to deal with the fact that those views are netting an estimated $1.5M loss every day.
  • Oct. 9, 2009, 3:51 PM
    As things begin to open up for voice-over-IP applications on the iPhone (AAPL), the FCC starts a probe of Google Voice (GOOG) over complaints the app is blocking calls to rural communities. At issue is Google's classification as a telecom company; AT&T (T) has complained that it has to carry such calls at high connection costs.
    | Comment!
  • Oct. 7, 2009, 11:37 AM
    Google (GOOG) CEO Eric Schmidt says he told staff this morning "the worst is behind us," and that "we're clearly seeing aspects of recovery, not just in the U.S. - but in Europe as well." He adds: "We're increasing our hiring rate and investment rate in an anticipation of a recovery." Search Engine Land and MediaMemo are liveblogging the press conference.
    | 1 Comment
  • Oct. 7, 2009, 10:39 AM
    CrunchGear says Dell's (DELL -0.9%) China-only Android (GOOG) phone, the Mini 3i, is coming to the U.S., likely with an upgrade. This will be Dell's first smartphone since the ill-fated Axim in 2007, and is something of an attack on the Windows Mobile (MSFT) architecture.
    | Comment!
  • Oct. 7, 2009, 9:30 AM
    Bing (MSFT) seach share growth takes its dip according to Hitware's Sept. numbers, falling to 8.96% from 9.48%. Google (GOOG) rose impressively to 71.08%, while Yahoo (YHOO) fell to 16.38% from 16.96%. What's interesting is the possibility Verizon's (VZ, VOD) new Android (GOOG) phones may come with Bing as the default search engine.
    | Comment!
  • Oct. 6, 2009, 4:38 PM
    AT&T (T) says it has taken the steps so that Apple (AAPL) can enable iPhone voice-over-IP applications to run over AT&T's 3G wireless network - which should clear the way for Google Voice (GOOG), Skype (EBAY) and other applications to transport calls over the carrier's airwaves as well as on Wi-Fi networks. Good for consumers but could strain AT&T's network even more, Dan Frommer says. (earlier)
    | 1 Comment
  • Oct. 6, 2009, 1:19 PM
    Verizon Wireless (VZ, VOD) becomes the latest U.S. carrier to say it will develop and sell Android-based phones and services. Google's (GOOG) end game appears to be cornering targeted advertising on mobile phones, which many analysts believe is the next big frontier in advertising.
    | Comment!
  • Oct. 2, 2009, 9:55 AM
    Analysts say a new corporate email service from IBM (IBM) that undercuts Google's (GOOG) $50/year package by $14 could mean trouble for Google. IBM's LotusLive iNotes is much sparser than Google's offering, and offers far less memory, but IBM believes its vastly larger sales force and deep relationships with corporations give it an edge.
Visit Seeking Alpha's
GOOG vs. ETF Alternatives
Company Description
Google Inc is a web search and online advertising company. The Company offers search, online advertising, operating systems and platforms, enterprise and hardware products.