Seeking Alpha
 

Google Inc. (GOOG)

- NASDAQ
  • Oct. 18, 2012, 3:39 PM
    Google (GOOG) has resumed trading after releasing an official Q3 report that largely matches its draft report. Shares are down 7.5%, a little above the levels they were at when shares were halted. Citi's Mark Mahaney, who was singing Google's praises last month, calls the report "negatral," and isn't happy with Motorola's performance. Piper notes revenue derived from Google-owned sites was up just 2.5% Q/Q after rising 8% the last two years. (more)
    | 10 Comments
  • Oct. 18, 2012, 1:32 PM
    Google (GOOG -9%) says printing firm R.R. Donnelley (RRD -2.8%) filed a draft of its weak Q3 report without authorization. Google adds it will deliver a finalized report, after which shares will resume trading. Meanwhile, Horace Dediu observes Motorola's phone sales fell 26% Y/Y, and Cory Johnson notes Google's cost per click (search ad price) trend isn't a pretty sight. One-liners are flying on Twitter (I, II, III) over the report, and a "pending" Larry Page quote. Update: Google says it expects to resume trading before the market's close.
    | 16 Comments
  • Oct. 18, 2012, 12:40 PM
    Google's (GOOG -8.4%) Q3 results are out early, and they missed estimates. EPS of $9.03 missed by $1.62, and revenue of $11.33B (+51% Y/Y, boosted by Motorola acquisition) missed by $530M. Shares are diving.
    | 63 Comments
  • Oct. 4, 2012, 1:14 PM
    Vringo (VRNG +24.4%) takes off for the second day in a row following the denial of Google's (GOOG) request for a summary judgment on Vringo's patent suit against the search giant - shares are now up 72% over the last 2 days. Steve Kim, a lawyer and SA author, argues today the fact that court-ordered Oct. 9 settlement talks will take place immediately after a judge hears a Vringo motion for sanctions against Google could give Vringo leverage. (earlier)
    | 3 Comments
  • Oct. 3, 2012, 12:59 PM
    Vringo (VRNG +33%) skyrockets after the judge overseeing the company's legal battle with Google (GOOG) denies Google's request for a summary judgment, and orders the companies to engage in settlement talks on Oct. 9. Barring a settlement, a trial is set to begin on Oct. 16. Many SA writers have been discussing Vringo/Google in recent weeks.
    | 8 Comments
  • Sep. 27, 2012, 7:08 PM
    Vringo (VRNG -7.2%) closed lower today on news the USPTO has received a request by Google (GOOG) to re-examine the search result/ad ranking patent Vringo is suing the company over. Vringo responded with a PR declaring the USPTO's action "an initial step in a process that ordinarily takes several years," and predicting it won't delay Vringo's trial with Google, set to begin on Oct. 16. Vringo also filed its opposition today to a Google motion for a summary judgement ahead of the trial (previous).
    | 4 Comments
  • Sep. 24, 2012, 12:15 PM
    The tech sector may be selling off in sympathy with Apple and Facebook, but Google (GOOG +1.5%) is making new highs yet again (previous) following a bullish report from Citi's Mark Mahaney. Mahaney says his Q3 search ad checks are reasonably positive, and (importantly, given recent trends) predicts Google will benefit from improving ad click prices.
    | Comment!
  • Sep. 20, 2012, 7:04 PM
    Kayak (KYAK +2.7%) rallied today after CEO Steve Hafner declared on CNBC (video) that Google (GOOG) isn't a threat to the travel search engine. "Google has had their flight search and hotel finder out in the market for two years ... it's an inferior product," Hafner asserts. Kayak and Google have a complex relationship: about a tenth of Kayak's traffic comes from Google queries, and the company relies on data from Google's ITA Software unit. Kayak opposed Google's purchase of ITA last year.
    | 1 Comment
  • Sep. 19, 2012, 1:55 PM
    Facebook (FB +3.1%) is rallying again today after Baird's Colin Sebastian provides a favorable take on the company's mobile ad network plans. "Facebook is amassing the most comprehensive user profile database in existence," Sebastian asserts, and this could allow it to "become a more relevant ad network than Yahoo (YHOO) and AOL," as well as take on display ad leader Google (GOOG).
    | 4 Comments
  • Sep. 11, 2012, 5:49 PM
    More from Mark Zuckerberg: He once more claimed a Facebook phone doesn't make sense, in spite of rumors (I, II) that it's building one. He also mentioned Facebook is handling 1B queries/day, and suggests Facebook will eventually build a search engine. Many have called on Facebook to enter the search market, and Microsoft (MSFT) execs reportedly once floated the idea of selling Bing to Facebook, only to have Zuckerberg turn them down. Should Google (GOOG) be worried? FB +3.2% AH. ZNGA +2.9%.
    | 12 Comments
  • Sep. 11, 2012, 11:04 AM
    Qihoo (QIHU +4.8%) rises after CEO Zhou Hongyi claims his company's search engine will make use of Google's (GOOG) ad system (presumably AdSense), and will launch an "open platform" for developers to provide better category-specific results. The latter sounds like a rival to Baidu's (BIDU) popular Box Computing platform. Baidu shares have been pressured by Qihu's arrival on the Chinese search scene. The Google news shows how the company remains a key player in China's online ad market in spite of its search exit.
    | Comment!
  • Sep. 7, 2012, 11:49 AM
    Apple (AAPL +0.6%), Google (GOOG +1.3%), and Amazon (AMZN +2.8%) have two things in common: 1) They're at each others' throats. 2) They're making new highs today, rising even as PC-centric names fall on Intel's warning. Amazon's gains come as the Street mostly gives a thumbs-up to its Kindle refresh, citing its potential to boost Amazon's content ecosystem. Henry Blodget is taking a moment to gloat about his infamous 1998 $400 target (now a split-adjusted $67). (more on AMZN)
    | 5 Comments
  • Aug. 27, 2012, 9:10 AM
    A couple more patent names moving thanks to Apple-Samsung: IDCC +5.3%. VHC +1.8%. Also, iPhone/iPad audio codec supplier Cirrus Logic (CRUS) is up 2.4%. Google's (GOOG) official response to the verdict is cautious: the company merely asserts most of Apple's patent claims "don't relate to the core Android operating system, and several are being re-examined" by the USPTO; and that everyone in the industry is "building upon ideas that have been around for decades."
    | 2 Comments
  • Aug. 27, 2012, 7:35 AM
    Investors continue to bid up Apple following its big court victory over Samsung. AAPL +2.4% to a record $679 premarket. GOOG -1.4%, MSFT +1%, NOK +11.7%.
    | 32 Comments
  • Aug. 27, 2012, 12:03 AM
    Samsung (SSNLF.PK) is down 6.9% in Seoul after losing big to Apple (AAPL). Much of Samsung's $4.5B Q2 net profit was tied to smartphone sales, hence the risk of U.S. injunctions and less competitive products is being taken seriously. Still, some think Android (GOOG) can remain competitive even if it can't use the software patents Samsung was declared to infringe, and others see Apple's efforts to portray Samsung products as Apple clones giving Samsung a marketing boost.
    | 11 Comments
  • Aug. 22, 2012, 8:17 AM
    Nokia (NOK) shares +4.35% following a couple of positive Bloomberg articles, one of which highlights the success in emerging markets of the handset maker's cheap Asha features phones. Bloomberg also reports that Verizon (VZ) plans to sell a Windows 8 Nokia phone later this year as it seeks to lower its dependance on the iPhone (AAPL) and Android (GOOG).
    | 3 Comments
GOOG vs. ETF Alternatives
Company Description
Google Inc is a web search and online advertising company that offers search, advertising, operating systems and platforms, enterprise and hardware products.