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Google Inc. (GOOG)

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  • 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.
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  • 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)
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  • 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.
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  • 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)
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  • 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.
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  • 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 Hunch.com.
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  • 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.
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  • 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.
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  • 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)
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  • 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)
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  • May 2, 2012, 5:48 PM
    Google (GOOG) is announcing a revamp for Google Docs, one that includes dozens of new fonts and templates, and full Google Drive integration. Yesterday, the U.S. Department of the Interior said it has chosen Google Apps over a Microsoft (MSFT) solution to provide e-mail and collaboration tools for its 88K employees. The deal is the latest in a string of high-profile wins for Google Apps, as it tries to chip away at Microsoft's enterprise dominance.
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  • May 2, 2012, 4:58 AM
    A German court rules Microsoft (MSFT) infringed Motorola Mobility's (MMI, GOOG) patents in making its Xbox gaming consoles, and orders Microsoft to remove Xbox and its Windows 7 operating system software from the German market.
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  • May 1, 2012, 7:11 PM
    As PayPal (EBAY), Google (GOOG), and others bet big on a mobile payments market many expect to take off, consumer security and privacy fears could limit near-term growth. A survey asking U.S. consumers about the technology found large majorities opposed to sharing tracking and contact info with stores they visit. Perhaps most worryingly, 74% said they're unlikely to adopt mobile payments. (previous)
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  • 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.
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  • 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.
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  • 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
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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.