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Google Inc. (GOOG)

  • May 18, 2012, 5:43 PM
    The ITC bans the import of Motorola Mobility (MMI, GOOG) Android phones that feature meeting and scheduling software deemed to be violating Microsoft's (MSFT) IP. The ruling comes just weeks after the ITC and a German court declared the Xbox to be violating Motorola's patents. Much like Apple's disputes with Android OEMs, the Microsoft-Motorola war doesn't appear to have any end in sight.
  • May 18, 2012, 5:04 PM
    App analytics firm New Relic estimates PayPal (EBAY) accounts for a whopping 60% of web payment transactions, more than 3x that of #2 processor Google Checkout (GOOG) came in fifth place with a ~3% share. eBay's PayPal revenue rose 32% Y/Y in Q1 on the back of 24% volume growth. The company is hoping PayPal's offline and mobile payments initiatives will drive further growth.
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  • May 17, 2012, 7:10 PM
    Nokia's (NOK) Lumia launches have allowed Windows Phone (MSFT) to claim 6% of the German smartphone market and 3%-4% of the U.S., British, French, and Italian markets, reports Kantar Comtech. Meanwhile, Android's (GOOG) share has surged 72% in Spain, 49% in Italy, and 62% in Germany, though its lead relative to the iPhone (AAPL) has narrowed in the U.S. and U.K. Symbian and the BlackBerry (RIMM) continue to bleed share.
  • May 17, 2012, 4:46 PM
    Google's (GOOG) acquisition of MMI is of critical importance, argues Goldman, in light of the company's weak tablet position. Mobile queries only account for 20% of searches right now, but are growing 4x-5x as fast as PC searches, and that means Google's revenue-sharing payments to Apple (AAPL) for Mobile Safari queries are a major threat to its margins - especially given how the iPad dominates tablet web traffic, and tablet browsing is rapidly catching up to smartphone browsing. (also)
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  • May 17, 2012, 10:47 AM
    Online travel search engine Kayak plans to file for a $150M IPO in the coming weeks, sources tell CNBC. Kayak initially filed an S-1 back in Nov. '10, but has kept delaying its offering since then. According to its latest S-1, the company posted Q1 revenue of $73.3M (+39% Y/Y) and net income of $4.1M. Kayak is facing growing competition from Google (GOOG), thanks to the search giant's acquisition of ITA Software.
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  • May 17, 2012, 9:07 AM
    Though China Mobile says it's in talks to carry the iPhone, Japan's NTT DoCoMo (DCM), which has over 60M subscribers, says it still has no plans to do so, citing an inability to offer some of its services on Apple's (AAPL) device. The WSJ previously claimed talks had stalled over Apple's purchase requirements, and DoCoMo's insistence on pre-installing certain apps. DoCoMo's remarks come as it introduces 19 new devices, nearly all of which run Android (GOOG).
  • May 16, 2012, 6:33 PM
    Two days ahead of the biggest tech IPO ever, debate continues to swirl over the long-term health of Facebook's (FB) ad business. The WPP Group's Martin Sorrell asks whether Facebook's focus on social interactions makes it an ineffective marketing platform, albeit a useful one for PR and word-of-mouth. Others tout Facebook's effectiveness as a brand and community-building tool, while granting Google (GOOG) is superior for driving commerce.
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  • May 16, 2012, 5:46 PM
    With Apple (AAPL) TV set rumors popping up every week, and Google (GOOG) doing whatever it can to make its TV platform a success, the TV industry is about to see a platform war commence that's similar to the mobile industry's fight, argues Forrester. And in that war, Microsoft (MSFT) currently has the pole position thanks to the Xbox and its long list of content deals. Microsoft recently boasted its 40M Xbox Live users spend over half their Xbox time consuming video/music.
  • May 16, 2012, 1:57 PM
    Google (GOOG) rolls out its Knowledge Graph, a panel that appears on the right side of search results and contains a variety of info relevant to a query. Part of a broader effort to include more semantic info in its results, Google claims its Knowledge Graph database holds info about 500M people, places, and things, culled from dozens of web sources. The move comes as Bing (MSFT) unveils a semantic search overhaul focused on social media content.
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  • May 16, 2012, 1:37 PM
    Gartner estimates mobile phone sales fell 2% Y/Y in Q1 - that's a bit worse than the 1.5% drop estimated by IDC, and leads the firm to think its 2012 estimates will have to come down. However, Gartner believes smartphone shipments grew 44.7% Y/Y (IDC is at 42.5%), with Android (GOOG) and the iPhone (AAPL) accounting for 56.1% and 22.9% of sales, respectively. NOK's Symbian saw its smartphone share fall by over 2/3 to 8.9%, while RIMM's fell by nearly half to 6.9%. (also)
  • May 16, 2012, 1:21 PM
    A number of Internet stocks are rallying yet again ahead of Facebook's IPO, as expectations grow for a strong debut. GOOG +2.6%. YELP +2.5%. P +2.7%. RENN +4.3%. QPSA +2.7%. DMD +6.3%. LNKD +1.8%. However, top Facebook customer Zynga (ZNGA -2.7%) is giving back some of yesterday's gains.
  • May 15, 2012, 10:57 PM
    Google (GOOG) is reportedly planning a major overhaul of its Android strategy. Instead of partnering to build a handful of devices via its Nexus line, Google will now partner with up to 5 OEMs at once on hardware sold directly to consumers. Google's objectives: create no-compromise Android gear to better compete with the iPhone (AAPL), limit OS fragmentation, prevent carriers from modifying Android devices for their own ends, and soothe partner fears related to the MMI acquisition. (earlier)
  • May 15, 2012, 7:19 PM
    Soros Fund Management's latest 13-F shows that firm has liquidated its remaining shares of Google (GOOG) this quarter, showing no stake in the internet giant after holding 259K, its largest position, at last report. The firm also took some new positions in the financials, buying shares in the big banks JPMorgan (JPM), Goldman Sachs (GS) and Regions Financial (RF).
  • May 15, 2012, 6:22 PM
    Why Android matters to Google (GOOG): Macquarie's Ben Schacter estimates Google pays Apple (AAPL) a 50%-60% cut on iOS searches conducted via the default Mobile Safari browser. Thus, while Google profits from iOS searches, its profits much more, on average, from Android searches. Google boasted last fall its mobile ad business is on a $2.5B run rate, though concerns have recently emerged about both its mobile ad rates and revenue-sharing deals. (also)
  • May 15, 2012, 5:53 PM
    GM isn't the only company to see weak results for its Facebook (FB) ads: Wordstream estimates Facebook ads have an average click-through rate of just 0.051%. That's barely half the 0.1% rate typically seen for Internet ads, and a small fraction of Google's (GOOG) 0.4%. Moreover, Facebook's 6.5% Q/Q revenue decline in seasonally weak Q1 compares unfavorably with the 1% estimated increase posted by Google's display ad ops, off a much larger base. (previous)
  • May 15, 2012, 5:29 PM
    Ahead of his successful campaign to get rid of Scott Thompson and win board seats, Dan Loeb boosted his stake in Yahoo (YHOO). Loeb's Third Point LLC held 70.5M Yahoo shares at the end of Q1, compared with 56M shares and 10M calls at the end of Q4. Third Point also established new positions in AAPL, CSCO, and GOOG, and liquidated its positions in SNDK and WFR. (13-F)
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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.