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Google Inc. (GOOG)

  • Apr. 3, 2012, 10:31 AM
    Following news of the EU's patent probes, Motorola Mobility (MMI -0.3%) has slipped to $39.11, notably below Google's (GOOG -0.3%) $40/share buyout price. The discount exists even though US and EU regulators have signed off on the acquisition (only Chinese approval is still needed), and is likely due to fears Google may not value Motorola's patent portfolio as highly if key patents need to be licensed under FRAND terms.
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  • Apr. 3, 2012, 10:24 AM
    How bad are the fragmentation issues facing Android (GOOG) developers? More than 4 months after the first device supporting Android 4.0 was launched, only 2.9% of all Android devices in use run the OS, according to Google's own data. 63.7% of devices are stuck on Android 2.3, and 30.1% are still using Android 2.2 or something older. Consider this a big reason why developers have mixed feelings about Android, in spite of its soaring share.
  • Apr. 3, 2012, 8:58 AM
    TripAdvisor (TRIP) files an antitrust complaint against Google (GOOG) with the European Commission, addressing “anti-competitive and unfair practices by Google that harm the marketplace and consumer welfare." Expedia (EXPE) make a similar filing last week amid an EU investigation of claims Google discriminated against other services in its search results.
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  • Apr. 3, 2012, 6:14 AM
    The EU starts two probes into Motorola Mobility (MMI) after complaints from Microsoft (MSFT) and Apple (AAPL) that Motorola sets unfair fees for the use of its patents. The EU will especially look at whether Motorola has "failed to honor its irrevocable commitments" over IP it has said is essential for "standard-compliant products."
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  • Apr. 3, 2012, 4:29 AM
    Oracle (ORCL) and Google (GOOG) have reached an "irreconcilable impasse" in settlement negotiations, ruled U.S. Magistrate Judge Paul Grewal yesterday. Grewal says he won't convene any further settlement conferences in the patent and copyright lawsuit against Google over programming language Java. The trial is set to begin April 16.
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  • Apr. 2, 2012, 4:58 PM
    Shares of development-stage mobile phone software maker Vringo (VRNG +87.9%) nearly doubled today, apparently thanks to a weekend article by TechCrunch’s James Altucher, in which he argues VRNG might stand to gain billions of dollars in a patent suit against Google (GOOG +0.9%) that could send shares of the search giant "to $0."
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  • Apr. 2, 2012, 2:14 PM
    As Google (GOOG +0.7%) CEO Larry Page nears the one-year anniversary of his second go-around leading the company, reviews of his record are mixed at best (I, II, III), but the stock is a laggard vs. its peers: GOOG has gained about 9% Y/Y, but Amazon +10%, Microsoft +27%, Apple +79%.
  • Apr. 2, 2012, 1:01 PM
    Sony (SNE) will offer a set-top box and Blu-ray player supporting Google TV (GOOG) in France in September, reports a French paper. Earlier reports claimed the devices would arrive by summer. Though a slew of Google TV partnerships were announced at CES, Sony is for now the only OEM selling hardware that supports the platform, which Eric Schmidt predicted would be on a majority of available sets by summer.
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  • Mar. 30, 2012, 4:00 PM
    Expedia (EXPE) has filed a formal complaint to the EC about Google's (GOOG) alleged violation of antitrust law. The EC has now received 12 antitrust complaints about Google, which is also contending with intense FTC scrutiny. Expedia previously joined a slew of online travel firms in complaining about Google's acquisition of travel information provider ITA Software.
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  • Mar. 30, 2012, 2:20 PM
    Amazon's (AMZN) Appstore for Android seems to be addressing the monetization issues that have plagued Android developers: Flurry studied a basket of popular "freemium" apps offered on the top 3 app stores, and found they produced nearly as much revenue on Amazon's store as they did on Apple's (AAPL), and almost 4x as much as on Android Market Google Play. Flurry's takeaway: Amazon and Apple understand retail, Google (GOOG) doesn't. (yesterday)
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  • Mar. 29, 2012, 6:29 PM
    As Google (GOOG) tries to challenge Facebook (FB) in social networking, Facebook appears to be hatching plans to encroach on Google's turf, at least a bit. About two dozen Facebook engineers are reportedly working on a search engine overhaul that will allow users to better sort through content on the site. Given Facebook's emergence as a content discovery hub, Google might have reason to be slightly worried.
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  • Mar. 29, 2012, 6:10 PM
    Hoping to counter Apple and Amazon's massive retail reach, Google (GOOG) is planning to sell tablets - both its upcoming Nexus tablet and third-party Android models - through an online store. The store's arrival could coincide with the mid-year release of the next version of Android, codenamed Jelly Bean.
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  • Mar. 29, 2012, 2:09 PM
    More on Nielsen's smartphone data: Though Android still has a market share edge over the iPhone, it's down from the 52%/37% split in its favor that existed from October-December. Recent comScore data suggested the iPhone's share gains were slowing down, though Canaccord's checks indicated otherwise.
  • Mar. 29, 2012, 10:58 AM
    Nielsen offers its latest update on the U.S. smartphone market, noting that nearly half of mobile subscribers owned smartphones as of February, up from 38% from a year ago. Android (GOOG) owns 48% of the installed base and also tallied 48% of new purchases from December-February. The iPhone (AAPL) totaled 43% of new buyers while comprising only 32% of the installed base.
  • Mar. 29, 2012, 10:37 AM
    Google (GOOG) proposes to settle its patent dispute with Oracle (ORCL) by paying a 0.5% royalty on its Android revenue for a patent expiring in December, a 0.015% royalty on a patent expiring in 2018, and $2.8M (based on the rates) for its IP use through 2011. Oracle considers Google's offer too low. Charles Arthur points out Google's offer suggests it only had $558M in Android revenue through 2011; Google said in October its mobile ad business is on a $2.5B run rate.
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  • Mar. 28, 2012, 1:38 PM
    Yahoo (YHOO), the tech soap opera that never ends (perhaps because so many "sources" are involved), is said to be weighing a long list of restructuring options at a meeting today. Among the options are the rumored sale of Yahoo's ad tech business, and (though regulators might not be thrilled) the abandoning of its turbulent search partnership with Microsoft (MSFT) in favor of a deal with Google (GOOG),
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Company Description
Google Inc is a web search and online advertising company that offers search, advertising, operating systems and platforms, enterprise and hardware products.