Seeking Alpha
 

Google Inc. (GOOG)

- NASDAQ
  • May. 1, 2012, 6:04 PM
    Motorola Mobility (MMI) edges closer to Google's (GOOG) $40/share buyout price following its Q1 report. Though EPS of -$0.03 missed by $0.04, revenue of $3.08B (+2% Y/Y) beat by $120M. Smartphone shipments rose 24% Y/Y to 5.1M - nothing to brag about given 40%+ market growth, but better than many feared. However, the Mobile Devices division lost $85M, and Motorola is apparently too embarrassed to continue providing data on Xoom tablet sales.
    | Comment!
  • May. 1, 2012, 5:07 PM
    Google (GOOG) is dipping its toes in the increasingly popular big data software space, announcing it will sell its BigQuery analytics tool to enterprises. Google plans to charge for both processing the huge data sets BigQuery is capable of handling, and for storing the data on its servers. Speculation exists that Amazon (AMZN) will also offer a cloud-based analytics platform, which could rely on its S3 storage service.
    | Comment!
  • May. 1, 2012, 12:10 AM
    Notable earnings after Tuesday's close: ACAS, AUY, BMR, BRCM, CAVM, CBS, CHK, CHSI, CVI, DDR, DEI, DVA, FISV, FLEX, GGP, GNW, MMI, OKE, OKS, OPEN, RGC, TE, TRIP, UNM, XCO
    | Comment!
  • Apr. 30, 2012, 5:35 PM
    Notable earnings after Tuesday's close: ACAS, AUY, BMR, BRCM, CAVM, CBS, CHK, CHSI, CVI, DDR, DEI, DVA, FISV, FLEX, GGP, GNW, MMI, OKE, OKS, OPEN, RGC, TE, TRIP, UNM, XCO
    | Comment!
  • Apr. 30, 2012, 5:26 PM
    A pension fund representing Brockton, MA workers is suing Google (GOOG) over its proposed "stock split," which will create a new class of non-voting shares and guarantee Larry Page, Sergey Brin, and Eric Schmidt's future control of the company. The split has already become the target of much criticism.
    | 1 Comment
  • Apr. 30, 2012, 2:29 PM
    As Google (GOOG) tries to improve the low mobile ad rates partly responsible for its falling cost-per-click, it can take comfort in the fact that nearly half of all mobile searches are for local information, thus making them relatively easy to monetize. Moreover, research firm BIA Kelsey expects spending on mobile ads from U.S. local advertisers to grow nearly 6x from 2011 to 2015, to $3.37B. MM and VELT could also benefit.
    | Comment!
  • Apr. 30, 2012, 10:06 AM
    Apple (AAPL) and Samsung (SSNLF.PK) accounted for 74% of the mobile phone industry's Q1 revenue and 100% of its profit, estimates Raymond James' Tavis McCourt. That doesn't mean no other vendor made money, but that their relatively small profits were offset by the losses of others. McCourt thinks Apple and Samsung's dominance is a problem for GOOG and MSFT, and could lead them to court fast-growing Huawei and ZTE. (previous)
    | Comment!
  • Apr. 30, 2012, 9:05 AM
    Apple (AAPL) and Google (GOOG) could join the Dow in order to keep the index "relevant for a 21st century market," Barron's speculates over the weekend. AA, BAC, and HPQ are seen as possible casualties of such a move. But the paper admits Apple and Google's high share prices would make adding them to the absolute price-weighted index difficult, unless it chooses a new formula.
    | 7 Comments
  • Apr. 29, 2012, 5:43 AM
    An FCC report finds that Google's (GOOG) collection of e-mails, passwords and other personal information as part of its Street View project was planned and was not due to a rogue engineer, as the firm has long insisted. Rather, the engineer told  several people about the plan to harvest "payload" data, including a senior manager.
    | 10 Comments
  • Apr. 28, 2012, 12:11 PM
    If consumers want their PCs and mobile devices to sport similar user interfaces, Google (GOOG) might have a problem. While Microsoft (MSFT) is using its Metro UI to bridge Windows 8 and Windows Phone, and Apple (AAPL) is adding iOS elements to Mac OS X, Google's PC OS efforts have gone nowhere. Separately, Steve Wozniak (podcast) praises Nokia's (NOK) Lumia 900, and declares Windows Phone "more beautiful than the other platforms."
    | 32 Comments
  • Apr. 27, 2012, 6:54 PM
    Viddy may be replacing Pinterest as the most hyped upstart social networking service in existence. Effectively an Instagram for videos, Viddy has seen its daily users more than double this month to over 10M thanks to effective Facebook integration and an iPhone app that has surged to the top of the App Store's leaderboard. Viddy is reportedly looking to raise $30M at a $370M valuation. Will Google (GOOG) or Facebook (FB) come knocking?
    | 3 Comments
  • Apr. 27, 2012, 5:47 PM
    In a possible sign of market saturation, Facebook's (FB) unique U.S. video viewers fell 8% Y/Y in March to 45.1M, per comScore. The decline comes even as third-party video sites see traffic take off thanks to Facebook Open Graph integration. Yahoo's (YHOO) viewers are estimated to have increased 8% to 60.6M, good enough for second place. Market giant YouTube (GOOG) only saw 2% viewer growth to 146.1M, but its minutes/viewer continued to soar (previous).
    | 1 Comment
  • Apr. 27, 2012, 3:57 PM
    In a sign the FTC is looking to take its broad-reaching antitrust investigation of Google (GOOG) to court, the agency has hired well-known federal prosecutor Beth Wilkinson to work on the case. The news comes as Google draws new regulatory scrutiny in Argentina and South Korea.
    | Comment!
  • Apr. 27, 2012, 5:09 AM
    Argentina is investigating Google's (GOOG) search and search advertising services, the company said in an SEC filing this week, adding to inquiries from the FTC and EU. Google also said that South Korea, whose antitrust regulator raided the firm's office last year, is conducting a probe as well.
    | 1 Comment
  • Apr. 25, 2012, 6:56 PM
    Smartphones finally account for the majority of Japanese phone sales, according to comScore, as a country that has been relatively slow to abandon feature phones starts to come around. Android (GOOG) accounted for 61.4% of Japanese smartphone users as of February, and the iPhone 34.2% - the latter is impressive given Apple (AAPL) still lacks a deal with top carrier NTT DoCoMo (DCM).
    | Comment!
  • Apr. 25, 2012, 6:22 PM
    The Google/Oracle feud has unearthed an interesting July 2010 presentation from mobile chief Andy Rubin. The presentation forecast Google (GOOG) would generate $278M in 2010 Android revenue, while claiming it obtained $7.50/year in revenue per Android phone as of June 2010 and $281M in annual revenue from the iPhone as of Q1 '10. Current run rates are likely much higher. Rubin also forecast Google would generate $908M in music revenue in 2012 - that probably won't happen.
    | 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.