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Google Inc. (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.
    | May 16, 2012, 6:33 PM | Comment!
  • 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, 5:46 PM | 2 Comments
  • 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.
    | May 16, 2012, 1:57 PM | Comment!
  • 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, 1:37 PM | 2 Comments
  • 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 16, 2012, 1:21 PM | 8 Comments
  • 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, 10:57 PM | 19 Comments
  • 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, 7:19 PM | 3 Comments
  • 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, 6:22 PM | 2 Comments
  • 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, 5:53 PM | 3 Comments
  • 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)
    | May 15, 2012, 5:29 PM | Comment!
  • May 15, 2012, 11:13 AM
    A proposed 790-mile wind power transmission line on the ocean floor from southern Virginia to northern New Jersey cleared a hurdle yesterday when the Interior Department opened the way for the project’s sponsors - Google (GOOG) is a major backer - to start work on an environmental impact statement.
    | May 15, 2012, 11:13 AM | 3 Comments
  • May 14, 2012, 5:07 PM
    More on David Tepper: The fund manager made big bets on tech in Q1. Tepper more than tripled his position in Apple (AAPL) to 685K shares, and boosted his Microsoft (MSFT) and Oracle (ORCL) positions by 500K and 1.1M shares, respectively. He also established new positions in GOOG, BRCM, FIO, EMC, NTAP, NUAN, MRVL, and SNDK. (13-F)
    | May 14, 2012, 5:07 PM | Comment!
  • May 14, 2012, 4:45 PM
    More on Millennial Media's Q1: The company expects Q2 revenue of $37M-$38M and 2012 revenue of $173M-$176M, above Street estimates of $36.7M and $169.8M. Millennial claims it had 300M monthly unique users view its ads in March (140M in U.S.); that suggests the average user generated 10.7 cents in Q1 ad revenue. Pandora (P) and Google (GOOG) have reported seeing mobile ad monetization challenges (I, II) as well. MM -8.7% AH. (PR)
    | May 14, 2012, 4:45 PM | Comment!
  • May 14, 2012, 3:28 PM
    Eddy Elfenbein's list of 13 "way, way, way overpriced" stocks: AMZN, MMI, CRM, NFLX, KO, WFM, COST, SRCL, SBUX, NKE, ARBA, CMG, ISRG.
    | May 14, 2012, 3:28 PM | 15 Comments
  • May 14, 2012, 11:01 AM
    After years of rapid growth, YouTube's (GOOG) video views have fallen 28% since December (a seasonally strong month) and are only up 16% Y/Y, per comScore. However, minutes viewed are up 52% Y/Y, as the site focuses on increasing viewer engagement through TV-like channels, and investing in and promoting professional content. (also)
    | May 14, 2012, 11:01 AM | 1 Comment
  • May 11, 2012, 4:21 PM
    ComScore releases April U.S. rankings on where people are going to search for adult content: Google (GOOG) sites led the U.S. explicit core search market in April with 66.5% market share, up 0.1%, followed by Microsoft (MSFT) sites with 15.4%, up 0.1%, and Yahoo! (YHOO) sites with 13.5%. Ask Network (IACI) accounted for 3% of explicit core searches, followed by AOL (AOL) with 1.6%.
    | May 11, 2012, 4:21 PM | Comment!
GOOG vs. ETF Alternatives
Company Description
Alphabet Inc through its subsidiary Google Inc is engaged in improving the ways people connect with information & productsincludingSearch, Android, YouTube, Apps, Maps & Ads. Italso producesinternet-connected home devices & provides internet services.