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Google Inc. (GOOG)

- NASDAQ
  • Jul. 18, 2013, 4:06 PM
    Google (GOOG): Q2 EPS of $9.56 misses by $1.22. Revenue (ex.-TAC) of $11.1B misses by $230M. Shares -4.5% AH. CC at 4:30PM ET (webcast). (PR)
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  • Jul. 9, 2013, 4:11 PM
    Yelp (YELP +6.7%) jumps to new highs after announcing it's no longer a mere ad-seller: the local reviews leader is launching a platform that allows local businesses to take orders and have transactions processed on its site/apps. Only food delivery/pickup orders are initially supported, but Yelp promises "categories like spas, yoga studios, salons and dentist appointments" will launch in the coming months. Yelp's efforts present new competition for Groupon (GRPN -3.3%), which has been working hard to expand beyond daily deals and become a broader local e-commerce enabler.  Google (GOOG) is also eying this market.
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  • Jun. 7, 2013, 8:07 AM
    TiVo (TIVO) settles with GOOG, CSCO and Arris (TWC), and will receive an upfront payment from Google and Cisco of $490M. Part of money will be used for share repurchases as the board authorizes a doubling of the buyback plan to $200M. Shares to remain halted until 8:20 ET. (PR)
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  • May. 24, 2013, 3:16 PM
    There's no bounce today for Facebook (FB -3.5%) whose slide today takes the stock to a new YTD low. The only news of note is Google's (GOOG) rumored entry into the Waze bidding amid reports Waze isn't interested in Facebook's desire to have part of the team move to Silicon Valley. Adding Waze would make Google Maps an even more robust product while keeping Facebook off of its territory.
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  • May. 22, 2013, 6:37 PM
    In its earnings call today, Hewlett-Packard (HPQ) CEO Meg Whitman remarked that its position in the PC market has been boosted by recent efforts to sell tablets powered by Google's (GOOG) Android, thus allowing it to compete in tablets again after discontinuing its Palm/webOS TouchPad in 2011. "If we have the right product and the right price, the channel still loves H-P and they want to sell our products," Whitman said. "Frankly, having Android products helps a lot." (Webcast) Shares +13.3% AH.
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  • May. 15, 2013, 11:50 AM
    Google (GOOG +2.5%) and Samsung (SSNLF.PK) will use Google I/O to show off a version of the Galaxy S4 that (like Google's Nexus hardware) runs a stock version of Android, Geek.com reports. Google, which has cracked $900 for the first time today, has been working hard to promote stock Android relative to versions with custom skins such as Samsung's TouchWiz and HTC's Sense, but with limited success. Upcoming Motorola phones will reportedly run stock Android. I/O festivities start at 12PM ET (live blog). (music service reports)
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  • May. 14, 2013, 7:53 PM
    Pandora (P) -3.6% AH following reports Google (GOOG) will launch subscription-based music services - a Spotify-like service, and a YouTube music video service - with at least the former service launching tomorrow. Neither appears to directly compete with Pandora's ad-supported online radio service (which thus far hasn't been hurt badly by Spotify's growth), particularly given an NYT report stating the Spotify-like service won't include a free tier. However, the YouTube service would be a unique market entry, one backed by a site with enormous reach. It would need an audio-only option to keep a lid on battery drain and mobile data usage; a WSJ report suggests Google is looking to offer one.
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  • Apr. 19, 2013, 5:16 PM
    Google (GOOG +4.4%) refused to stop rallying today, closing within a hair's breadth of $800. In addition to favorable sell-side notes, investors may have taken heart in earnings call remarks about growth being "fairly stable" across regions in the face of macro challenges. Asia is said to be Google's fastest-growing region, and recession-hit Southern Europe "remains stable." Google also noted "Other" revenue rose 27% Q/Q and 150% Y/Y to $1B thanks to Google Play, and that YouTube viewing has risen by 50% over the last year. (Q1: I, II)
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  • Apr. 19, 2013, 11:34 AM
    Google (GOOG +2.7%) rallies yet again following a mixed Q1 report, as the Street focuses on healthy paid click growth (boosted by mobile) and better-than-expected margins more than (moderate) ad price weakness (hurt by mobile) and Motorola's woes. "Google can grow its core search business in the low teens over the next few years at high incremental margins," and thereby keep margins stable even as it makes big investments, Morgan Stanley declares. Though still bullish, Needham notes EPS would've been roughly in-line if not for a tax credit. (CC transcript)
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  • Apr. 16, 2013, 10:00 AM
    The specs for the first version of Google Glass are out: the device can take 5MP photos and record 720p video, has Bluetooth and 802.11 b/g Wi-Fi radios, and 16GB of storage. Google (GOOG +0.5%) claims a battery life of 1 day with normal use, and states viewing Glass' display is equal to watching a 25" HD screen from 8 feet away. Google has also begun rolling out Glass apps in Google Play, and has prohibited developers (for now, at least) from including ads in their apps, or charging for them. Himax (HIMX +7.7%), a rumored Glass supplier, seems to be getting a lift. (previous)
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  • Apr. 2, 2013, 10:24 AM
    Groupon (GRPN -6.9%) "has a largely unproven business model, a wide ranging global business mix in transformation, and is undergoing a management change," writes UBS' Eric Sheridan. The daily deals leader is the only company given a Sell rating in a coverage launch for Internet stocks. Google (GOOG +0.6%), eBay (EBAY +1.1%), Yahoo (YHOO +1.2%), AOL (AOL +0.7%), Yelp (YELP +2.4%), and InterActiveCorp (IACI +2.1%) have been started at Buy, and Amazon (AMZN +0.4%), Facebook (FB +1.3%), LinkedIn (LNKD -0.2%), and Zynga (ZNGA +0.3%) at Neutral.
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  • Mar. 12, 2013, 10:42 AM
    While eBay slumps in the wake of ChannelAdvisor's Feb. data, Amazon (AMZN +1.5%) is doing the opposite. Same-store sales for ChannelAdvisor clients using Amazon rose 30.8% Y/Y in February, or 34.8% when normalized for the 2012 leap year. That compares with 34.3% growth in January, and indicates Amazon's 3rd-party sales (39% of Q4 paid units) remain healthy.  Google (GOOG -1.1%) saw mixed results: Google Shopping's same-store growth fell to a normalized 4.5% from January's 7.9%, but search e-commerce growth rose to a normalized 4.9% from a prior -1%.
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  • Mar. 7, 2013, 8:09 AM
    Was SA contributor Mark Gomes right after all? On Monday, Gomes speculated Himax (HIMX) shares could triple assuming it is chosen as Google Glass's (GOOG) primary provider of microdisplays. Shares soared and then retreated after after Karl Guttag, upon whose research Gomes's claims were partially based, disputed Gomes's conclusions in a comment. Now this morning, HIMX shares are +28% premarket on reports Himax "will be the sole supplier of LCoS solutions for Google Glass."
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  • Mar. 5, 2013, 10:42 AM
    The Google Express (GOOG +1.8%) refuses to slow down: shares are outperforming/making new highs again today as Jefferies becomes the latest firm to slap a $1,000 PT on the search giant. The firm cites some of the usual reasons: YouTube, improving mobile ad prices, and e-commerce initiatives. (Bernstein) (CLSA)
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  • Feb. 26, 2013, 1:24 PM
    The DoD will open its networks to iOS (AAPL) and Android (GOOG) devices in Feb. 2014, as part of an effort to develop a "platform agnostic" device policy. That's a negative for BlackBerry (BBRY -3.7%), which currently accounts for 470K of the 600K mobile devices deployed by the DoD, and could be contributing to today's weakness. The DoD, which issued security guidelines for iOS/Android gear last year, adds it's looking to support BB10. (Home Depot)
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  • Feb. 14, 2013, 2:37 PM
    Tiger Global still owned nearly 10% of Groupon (GRPN - previous) at the end of Q4, the money manager discloses in its latest 13F. However, Tiger liquidated its sizable positions in LinkedIn (LNKD - 2M shares), Facebook (FB -11.8M shares), and Google (GOOG - 698K shares). A 1M-share position was established in First Solar (FSLR), a 525K-share position in Workday (WDAY), a 3.8M-share position in YY (YY +4.5% - spiking higher) , and a 1.5M-share position in Motorola Solutions (MSI).
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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.