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Google Inc. (GOOG)

  • Aug. 4, 2011, 3:01 PM
    Motorola Mobility (MMI +2.7%) is up on an ugly day after announcing the XT531, a low-cost Android phone aimed at China and other international markets. Motorola has struggled to keep pace with Android rivals Samsung (SSNLF.PK) and HTC (HTCCF.PK) as of late, but China has been a bright spot for the company.
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  • Aug. 3, 2011, 5:32 PM
    Google's (GOOG) Chief Legal Officer berates Apple (AAPL), Microsoft (MSFT), and Oracle (ORCL) for their litigious approach to dealing with Google and its Android partners, which he says is "driving up the price of patents ... to insane levels." A look at InterDigital's (IDCC +13.8%) recent price movements makes it hard to argue. (more on IDCC)
  • Jul. 29, 2011, 3:15 PM
    Wells Fargo's Jennifer Fritzsche sees Motorola's (MMI -2%) weak 2H guidance as reason to downgrade its shares to Neutral. While Fritzsche thinks Motorola "held its own" in Q2, and is positive on the arrival of the 4G Bionic and Photon, she believes the company's hopes for a full-year mobile division profit might be too optimistic. (results) (PR) (transcript)
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  • Jul. 29, 2011, 10:13 AM
    TeleNav (TNAV), a provider of location-based services (LBS) for mobile devices, is down 39.3%. While FQ4 numbers beat consensus, the company's FY12 guidance for revenue of $215M-$225M and non-GAAP EPS of $0.58-$0.68 is below a consensus of $237.6M and $0.88. Competition from Google (GOOG) and other LBS providers appears to be taking its toll. (PR)
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  • Jul. 29, 2011, 9:00 AM
    Premarket gainers: AHCI +56%. SIFY +15%. EVEP +10%. FCEL +6%. YHOO +4%. VOD +4%. AXL +4%. CHK +3%.
    Losers: VPRT -37%. STEC -36%. MILL -20%. AGP -16%. CTCT -16%. NXPI -11%. MMI -6%. IRE -6%. LVLT -3%. S -3%.
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  • Jul. 28, 2011, 4:25 PM
    More from Motorola Mobility (MMI) earnings: Expects Q3 EPS of $0.00-0.10 vs. consensus of $0.24 and full-year EPS of $0.48-0.60 vs. $0.71. Shipped 11M mobile devices including 4.4M smartphones and 440K tablets. Mobile devices revenues of $2.4B (up 41%); Home revenues of $907M (up 2%). Shares now -6.6% AH.
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  • Jul. 27, 2011, 10:32 AM
    Research In Motion (RIMM) falls 4.8% as UBS cuts its PT on the company to $30 from $41. In addition to sounding traditional alarm bells, UBS is concerned RIM's position is weakening in mature international markets, and doesn't believe the company will get far in China, where Apple (AAPL) and Google (GOOG) have already made strong inroads.
  • Jul. 26, 2011, 2:39 PM
    InterDigital (IDCC +3.6%), whose shares skyrocketed last week after the company put itself on the block and drew attention from Google (GOOG) and Apple (AAPL), has filed a complaint with the ITC against Nokia (NOK), Huawei, and ZTE (ZTCOY.PK), and is seeking a ban on the import of mobile devices made by the three companies.
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  • Jul. 21, 2011, 4:07 PM
    Quick take on Icahn/Motorola: Even after today's move, Motorola still only has an enterprise value of about $4.3B; and one has to assume some of that is tied to its cable business, not its phone business. If Motorola's wireless patents can indeed fetch a price similar to Nortel's, the company owes it to shareholders to explore a sale.
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  • Jul. 21, 2011, 4:01 PM
    Motorola (MMI +12.4%) is responding to Carl Icahn's call to monetize its patents by suggesting it needs those patents to grow its business. MKM Partners' Tero Kuittinen thinks Motorola's portfolio is equal to Nortel's $4.5B stash, and believes Apple's (AAPL) recent win against HTC (HTCCF.PK) frees Motorola to send its lawyers after Asian rivals.
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  • Jul. 21, 2011, 1:13 PM
    Motorola Mobility (MMI) shares leap +19% after Carl Icahn urges the company to "explore options" on its patent portfolio, saying there may be "multiple ways" to add shareholder value. Motorola's patent portfolio is substantially larger than Nortel Networks' and includes numerous 4G technology patents with considerable value.
  • Jul. 21, 2011, 10:28 AM
    Jeffries thinks InterDigital's (IDCC +10.7%) patent portfolio, which it believes has about 16% of "essential" 4G LTE patents, could be worth $3B-$10B to Apple (AAPL), due to iPhone royalty savings. Meanwhile, Google (GOOG) needs InterDigital's patents to prevent Android royalties from becoming a "burden" to OEMs. (previously)
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  • Jul. 21, 2011, 8:48 AM
    InterDigital (IDCC) is up another 10.4% in premarket trading as Bloomberg reports that not only Google (GOOG), but also Apple (AAPL) is considering a possible bid for the company and its patent portfolio. InterDigital shares are now up 81% since the company announced on Tuesday it would explore a sale of its assets.
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  • Jul. 20, 2011, 1:06 PM
    InterDigital (IDCC +14.5%) is part of a growing class of companies dubbed "patent trolls," which don’t make products, but make money from licensing patented technology and fighting in court to enforce its patents. Its decision to explore a sale may have been sparked by Google's (GOOG -1.1%) interest after losing out on Nortel's $4.5B patent sale; the two companies reportedly are talking.
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  • Jul. 19, 2011, 3:30 PM
    Several analysts are out with bullish notes on Motorola Mobility (MMI +4.9%), which is down nearly 22% YTD on concerns over Android share losses. Susquehanna is positive on Motorola's Chinese growth; UBS believes its patent portfolio is underappreciated; and ThinkEquity sees the handset business returning to profitability in Q3.
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  • Jul. 15, 2011, 11:32 AM
    Piper Jaffray is far from the only firm praising Google (GOOG +12.1%) following a stellar Q2. JPMorgan gushes over surging international growth, and calls Google "a more focused company" under Larry Page; and Barclays belives the success of non-core businesses is bringing back Google's reputation as a growth stock. (PR) (CC 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.