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Google Inc. (GOOG)

  • Apr. 17, 2012, 6:10 PM
    In spite of promises to keep the unit at arm's length, Google (GOOG) wants to hold onto Motorola Mobility's (MMI) phone ops because it "wants to have its own iPhone business," sources tell BI. The goal isn't to create additional Nexus phones, but an integrated hardware, software, and services experience similar to Apple's (AAPL). Unsurprisingly, Android partners are "furious" over Google's plans. But given what's known about Larry Page, maybe they shouldn't be surprised.
  • Apr. 17, 2012, 2:34 PM
    Taking the stand in Oracle's (ORCL) patent suit with Google (GOOG), Larry Ellison says his company considered building its own smartphone in 2009, and also thought about buying Palm or Research In Motion (RIMM) before deciding against it (webOS was deemed uncompetitive, and RIM too expensive). Of course, it's in Ellison's interests to talk up Oracle's mobile ambitions, so as to make the financial impact of Google's use of its IP in Android seem greater.
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  • Apr. 17, 2012, 12:54 PM
    Google (GOOG), which relies on home-grown switches for its massive infrastructure, is throwing its weight behind OpenFlow, a networking protocol supported by upstart switch vendors looking to challenge the proprietary solutions of CSCO, JNPR, and others. While remaining committed to their proprietary hardware, the giants are officially supporting OpenFlow, which relies on a technology called software-defined networking.
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  • Apr. 16, 2012, 4:09 PM
    Google's (GOOG) anticipated cloud storage service will come with 5GB of free space and will probably launch next Tuesday, reports The Next Web. That's more than the free 2GB offered by market leader Dropbox, but less than the 25GB offered by Microsoft's (MSFT) SkyDrive. One challenge for Google is countering the huge edge Dropbox currently has over rivals in terms of supporting third-party services and apps.
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  • Apr. 16, 2012, 11:26 AM
    MGM says it's partnering with YouTube and Google Play to add more than 600 titles for rent to users in the U.S. and Canada. The studio joins five of the six majors, and over ten independent movie studios currently offering movies for rent on YouTube and Google Play.
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  • Apr. 16, 2012, 10:52 AM
    Marissa Mayer, head of Google's (GOOG) local services (including Maps and Earth), has been nominated to Wal-Mart's (WMT) board (14A). The nomination comes as Wal-Mart steps up its investments in e-commerce, mobile apps, and social media, and also mulls creating a mobile payments system - could the Mayer nomination lead Wal-Mart to support Google Wallet?
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  • Apr. 16, 2012, 10:06 AM
    Google (GOOG) co-founder Sergey Brin warns of "very powerful forces that have lined up against the open internet on all sides and around the world," citing governments increasingly trying to control access and communication by their citizens, and the rise of "walled gardens" such as Facebook and Apple, which tightly control what software can be released on their platforms.
  • Apr. 16, 2012, 6:20 AM
    Jury selection in the trial over whether Google (GOOG) violated Oracle's (ORCL) Java patents is set to take place today. Oracle has somewhat scaled back its ambitions: having demanded $6.1B in damages for seven patents and copyright claims, it's now seeking $1B for two; Google says damages should be below $100M. (previous)
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  • Apr. 13, 2012, 5:50 PM
    Google's (GOOG) stock split doesn't go down well with corporate governance experts, but that kind of power looks more attractive in light of Facebook’s Instagram acquisition: “In full control, CEO Mark Zuckerberg appears to have conceived and pulled the trigger on the $1B deal over a weekend. [Larry Page and Sergey Brin] would like to maintain their ability to make similar moves.”
  • Apr. 13, 2012, 5:21 PM
    A BI chart drives home the troubling nature of the recent decline in Google's (GOOG -4.1%) cost-per-click (CPC) is. After rising for 7 straight quarters, CPC has fallen over 13% during the last 2 quarters. Though Google provided plenty of explanations for the drop during its earnings call, today's selloff suggests the Street isn't satisfied, not when fears are running high that the issues aren't easy to resolve. (more)
  • Apr. 13, 2012, 4:43 PM
    Could Google beat Apple to $1,000? CT Capital's Ken Hackel thinks so, as GOOG "continues to grow free cash flow by over 20% [and] actually has lower cost of capital due to its greater historical consistency" relative to AAPL. GOOG's cash flows are more predictable, he says, and it's less of a China story than AAPL, making AAPL’s prospective cash flow that much riskier.
  • Apr. 13, 2012, 3:44 PM
    In spite of rumors to the contrary, Google (GOOG) is unlikely to sell off Motorola Mobility's (MMI) hardware business in the near-term, Taiwanese phone makers tell Digitimes. Separately, the site notes Motorola is entering the burgeoning low-end Chinese Android market via its XT390 phone, which will be sold by China Unicom (CHU). (more on GOOG)
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  • Apr. 13, 2012, 2:46 PM
    A German court has upheld an existing local ban on iCloud's push e-mail capabilities Apple (AAPL), on account of its infringement of a Motorola Mobility (MMI, GOOG) patent. Apple, unsurprisingly, is appealing the ruling. Earlier this year, the company scored injunctions on the sale of Motorola Android phones in Germany.
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  • Apr. 13, 2012, 10:41 AM
    Google (GOOG -2.4%) is now heading south following its Q1 report and "stock split," even though analyst targets are moving higher in response. Wells Fargo is joining Deutsche in predicting shares will tread water over the near-term, but that mobile ad rates will eventually improve. Benchmark, however, is concerned about the impact of Google's mobile revenue-sharing deals, and the inability of high-end Android tablets to compete against the iPad. (transcript)
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  • Apr. 13, 2012, 9:08 AM
    Google's (GOOG) new share structure is a clear violation of its "don't be evil" mantra, according to Felix Salmon. Dual-class structures were illegal until 1986, and even afterwards, independent shareholders have generally been given the chance to vote on them. Ultimately, Google's move represents an attempt to "retreat back into its pre-IPO shell as much as possible."
  • Apr. 13, 2012, 8:27 AM
    Google (GOOG +0.6%) is hardly moving after posting a mixed Q1 report featuring strong paid click growth, ongoing cost-per-click pressure, and a convoluted "stock split" that guarantees the Page/Brin/Schmidt troika will keep calling all the shots. Deutsche (Buy) thinks shares could be range-bound near-term due to a forex overhang and MMI integration concerns, but expects mobile and display ad share gains, along with improving mobile ad rates, to drive upside by Q4. (transcript)
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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.