Seeking Alpha

Google Inc. (GOOG)

  • May. 8, 2012, 5:00 PM
    Though YouTube's mobile position is pretty healthy, it faces more competition in this space than it does in the PC realm. The competition is especially fierce when it comes to sharing videos taken on camera phones, a market where startups Socialcam and Viddy are rapidly gaining users. AppData's latest figures suggest Socialcam, in particular, might be emerging as YouTube's top mobile rival. That, in turn, could spur M&A interest from Google (GOOG).
    | Comment!
  • May. 7, 2012, 3:56 PM
    Microsoft (MSFT) argues before a federal judge Motorola Mobility (MMI, GOOG) isn't playing fair by asking for a 2.25% royalty on the Xbox 360 and other products deemed to be using its IP. Microsoft "estimates" a 2.25% rate translates into $4B in annual payments. Both the ITC and a German court have recently declared Microsoft to be infringing Motorola's patents. The dispute has its roots in Motorola's unwillingness to join other OEMs in paying hefty royalties on Android sales.
    | Comment!
  • May. 7, 2012, 2:41 PM
    A mixed verdict is delivered in Oracle's (ORCL) patent suit against Google (GOOG). The jury finds Google guilty of violating Oracle copyrights by using Java APIs in Android, but has found it not guilty on other counts. Google is asking for a mistrial on account of the jury's inability to answer a question regarding fair use of Oracle's APIs. (previous)
    | Comment!
  • May. 7, 2012, 9:26 AM
    India has reportedly joined the U.S., the E.U., and South Korea in launching an antitrust probe of Google (GOOG). The probe is said to focus on AdWords, Google's bread-and-butter search advertising platform, though other services could be added in time. Google has a dominant share of the Indian search market, and some estimate it might account for 50% of all online ad spending in the country.
    | 1 Comment
  • May. 7, 2012, 5:49 AM
    LG Electronics (LGEAF.PK) plans to launch a Google-powered (GOOG) Internet-enabled TV in the U.S. in two weeks, an aggressive push by the duo to defend against Apple (AAPL) and its rumored iTV.
    | Comment!
  • May. 6, 2012, 2:25 PM
    Warren Buffett recently advised Mark Zuckerberg for hours, but says he wouldn't be a buyer of Facebook (FB) shares. Buffett also said he wouldn't buy Apple (AAPL) or Google (GOOG), citing an inability to predict their futures, though he wouldn't short them either. He doesn't view the current tech IPO environment, heated though it is, as anything like that of the 1999-2000 bubble. (previous)
  • May. 5, 2012, 11:15 AM
    Though some of Google's (GOOG) recent moves have drawn plenty of criticism (I, II), the company isn't going anywhere, says Ian Lurie. Google search has become a utility rather than a mere product, and social networking/sharing can't replace it. Also, Google's culture continues to make it a haven for top engineers. Nonetheless, Lurie thinks regulators could pose a threat to Google if it isn't cautious.
    | Comment!
  • May. 4, 2012, 6:17 PM
    As Samsung (SSNLF.PK) obtains a dominant share of the high-end/mid-range Android market, many are wondering how loyal it will remain to Google (GOOG). Observers speculate Samsung could try to create its own software/services ecosystem to differentiate itself from hungry Android rivals, though this could be easier said than done. Samsung's just-announced Galaxy S III runs on Android, but also contains plenty of proprietary software. (also)
  • May. 4, 2012, 5:46 PM
    More evidence a bubble has formed in mobile apps, in spite of the huge success stories (I, II): a survey from consulting firm App Promo indicates 59% of mobile apps don't generate enough revenue to offset development costs, and 68% of developers earned less than $5K with their most successful app. The report comes a week after a study claiming iPhone app downloads fell sharply in March.
    | 1 Comment
  • May. 4, 2012, 5:06 PM
    Not only are many enterprise users abandoning their BlackBerrys (RIMM), government workers are increasingly following suit. The NOAA plans to switch from a BlackBerry-only environment to a "platform-agnostic" one, partly due to BlackBerry management costs. Likewise, the ATF is replacing 3,800 BlackBerrys, and the DoD plans to release security guidelines for using iOS (AAPL) and Android (GOOG) devices in August. (also)
  • May. 4, 2012, 4:15 PM
    The jury deliberating over Oracle's (ORCL) closely-watched patent suit against Google (GOOG) over Android's use of Java appears ready to return a partial verdict, though its decision isn't yet known. The jurors are unanimous on all of the questions placed before them except one. Update: AllThingsD claims the initial reports were off, and the jury has "reached no conclusion" about the case.
    | Comment!
  • May. 4, 2012, 1:32 PM
    Hoping to stem Amazon's (AMZN) share gains, eBay (EBAY) and Wal-Mart (WMT) are investing heavily in improving their search technology; eBay has tripled its search engineer headcount to over 150. The engineers are tasked with revamping eBay's Voyager engine, which is over a decade old. If the efforts succeed, it could be a negative for Google (GOOG), given its dependence on ad sales related to product searches. Last November, eBay bought recommendation engine
    | 1 Comment
  • May. 4, 2012, 9:52 AM
    The EU will take its time in building an antitrust case against Google (GOOG), Competition Commissioner Joaquin Almunia tells Reuters. The EU is currently reviewing 16 complaints made about Google, generally involving search result favoritism - online travel firms are the latest to complain. The FTC is making it clear that it takes its case against Google seriously.
    | Comment!
  • May. 3, 2012, 1:22 PM
    YouTube (GOOG) is committing $200M in marketing support via its site and Google's display ad network for the 100 premium channels it has already provided $100M in funding for. Though YouTube doesn't expect its efforts, part of a broader push to increase its professional offerings, to produce a full TV alternative, it does see the content delivering higher ad rates and further boosting its monthly usage growth. Demand Media (DMD) is among YouTube's partners.
    | Comment!
  • May. 3, 2012, 10:51 AM
    Though it believes global smartphone shipments rose 45% Y/Y in Q1, Canalys thinks U.S. shipments rose only 5%, evidence the market is cooling down after years of torrid growth. By contrast, Chinese sales doubled, and now account for 22% of global shipments. Samsung (SSNLF.PK) controlled 22% of the Chinese market, and Apple (AAPL) 19% - soaring Chinese sales had much to do with Apple's FQ2 beat. Still, Android (GOOG) accounted for 2/3 of Chinese shipments. (IDC)
  • May. 2, 2012, 6:06 PM
    More on ValueClick's Q1: The company is guiding for Q2 revenue of $155M-$160M, below a $167.9M consensus. Affiliate marketing revenue is expected to be up only in the mid-single-digits Y/Y, while revenue from owned/operated sites is expected to fall at a high-teens rate. ValueClick appears to be losing share to Google (GOOG) in the display ad space. VCLK -16.5% AH. (PR)
    | Comment!
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.