2010年10月29日 星期五

Google: Android

Google: Android was our best acquisition ever
by Don Reisinger Out of all of Google's acquisitions, the company's acquisition of the maker of the Android mobile operating system was its "best deal ever ...
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Android Finally Gets Crucial Google Apps Management
PC World
By Jared Newman, PCWorld Android phones will soon become a lot more suitable for business, as important control features come to Google Apps. IT admins must ...
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PC World
Oracle:Google 'Directly Copied' Java Code For Android
Wall Street Journal
based Google once again called the lawsuit "baseless," adding that "Google's philosophy is that innovation and competition is best for consumers, ...
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2010年10月15日 星期五

Google’s Income Rises 32%, Topping Forecast


Google’s Income Rises 32%, Topping Forecast

SAN FRANCISCO — Google has spent the last few months arguing to anyone who will listen that its new advertising businesses — including ads with images and video and on cellphones — will fuel its next phase of growth. On Thursday, the company finally gave some numbers to support the claim.

Search advertising revenue still drove Google’s better-than-expected performance in the third quarter, when revenue climbed 23 percent and net income rose 32 percent. But for the first time Google said on a call with analysts, display ads — nontext ads with images and video on YouTube and other Web sites — are on track to generate more than $2.5 billion in revenue in the coming year, while mobile ads are on track to contribute another $1 billion.

“Where’s the next multibillion-dollar business after search?” said Jonathan Rosenberg, senior vice president of product management at Google, on the call. “There’s your answer. It’s display and it’s already here.” About mobile, he said, “Clearly this is the future of search and the Internet.”

Still, $3.5 billion in revenue from the new types of advertising is a small piece of the $30 billion in annual revenue expected from Google, and not yet big enough to significantly affect its financial results, said Jordan Rohan, a managing director for Internet and digital media research at Stifel Nicolaus. That will probably not change until about 2012, he said.

“What matters is how much longer can Google grow at 20 percent or more, which is considered rapid growth, double the rate of Internet advertising at this point,” Mr. Rohan said. If the company can continue to grow at that rate, he said, “it would suggest that they’ve extended gracefully into display and mobile.”

Google said net income in the quarter ending Sept. 30 rose to $2.17 billion, or $6.72 cents a share, from $1.64 billion, or $5.13 a share, in the year-ago quarter. Excluding the cost of stock options and the related tax benefits, Google’s third-quarter profit was $7.64 a share. The company said revenue climbed to $7.29 billion, from $5.94 billion. Net revenue, which excludes commissions paid to advertising partners, was $5.48 billion, up from $4.38 billion a year ago.

The results beat the expectations of Wall Street analysts, and Google’s stock price rose about 9 percent in after-hours trading.

Because Google’s search revenue is so large, it needs to go after even bigger ad businesses to move the needle, said Colin W. Gillis, a technology analyst at BGC Partners.

“The next big pool of dollars are the brand dollars, the television dollars, and Google is starting to chase after that, but very slowly,” Mr. Gillis said. “Television’s ripe for disrupting as people are fast-forwarding through TV ads.”

This month, Google introduced Google TV, which lets people access the Web on their television screens. Though it does not yet include advertising, it could eventually help Google get some of the $50 billion television advertising market, Mr. Gillis said.

The percentage of revenue that the new ad businesses account for is less important than what Google can now offer advertisers, Susan Wojcicki, a vice president of product management at Google who is responsible for ad products, said in an interview.

“If you’re an advertiser, you can do display, mobile and search with Google,” she said.

Google said paid clicks on ads on Google sites and other sites that run Google ads grew 16 percent compared with the same period a year ago and 4 percent compared with the second quarter.

Mr. Rosenberg said Google Instant, the search tool that the company introduced in September to predict search queries and adjust the results as people type, had had minimal effect on Google’s revenue. Some analysts predicted that it would increase clicks on the more expensive ads that appear alongside the most common search queries, since people no longer necessarily finish typing their full query.

Google has recently been rapidly investing in other areas, which weighs on its profit margins and “causes some investors to wince,” Mr. Gillis said.

But on Thursday, the company’s executives made it clear that they intended to maintain the same level of investment in both employees and new products.

“Simply put, we’re on this growth agenda at full throttle,” said Patrick Pichette, Google’s chief financial officer.

Google hired 1,526 people in the quarter, which included the postgraduation hiring months, bringing the total number of employees to 23,331.

Google has also been investing in its new businesses that are not yet generating revenue. These include its Android mobile phones, Chrome browser and operating system and its social networking efforts, meant to head off competition from Facebook. They also include some more surprising businesses, like robotic cars that do not need drivers and wind energy farms in the Atlantic Ocean.

2010年10月12日 星期二

Google Price Index

Google Price Index

2010年10月12日 06:32 AM

Google to measure inflation by using web data

Google is using its vast database of web shopping data to construct the ‘Google Price Index’ – a daily measure of inflation that could one day provide an alternative to official statistics.

谷歌(google)正利用其庞大的网络购物数据构建“谷歌价格指数”(Google Price Index)——这个每日通胀衡量指数有朝一日可能会提供官方统计数据之外的另一个参考。

The work by Google’s chief economist, Hal Varian, highlights how economic data can be gathered far more rapidly using online sources. The official Consumer Price Index data are collected by hand from shops, and only published monthly with a time lag of several weeks.

谷歌首席经济学家哈尔•瓦里安(Hal Varian)的这项工作突显出,利用网络来源,收集经济数据的速度能够大大提高。官方的消费价格指数(CPI)是从店铺手工收集,只能按月度发布,时间上存在数周的滞后。

At the National Association of Business Economists conference in Denver, Colorado, Mr Varian said that the GPI was a work in progress and Google had not yet decided whether to publish it.

在科罗拉多州丹佛市召开的全美企业经济学家协会(National Association of Business Economists)会议上,瓦里安表示,谷歌价格指数还在日臻完善的过程中,而且谷歌尚未决定是否会将其发布。

While the Federal Reserve is unlikely to panic just yet, Mr Varian said that the GPI shows a “very clear deflationary trend” for web-traded goods in the US since Christmas. Although the data are not seasonally adjusted, Mr Varian said that prices rose during the same period a year ago. The ‘core’ CPI in the US, which excludes food and energy, rose 0.9 per cent on a year ago in August.

尽 管美联储(Fed)可能还不用感到恐慌,但瓦里安表示,谷歌价格指数显示,自去年圣 诞以来,美国网购商品价格出现“非常清晰的通缩趋势”。虽然数据尚未经过季节调整,但瓦里安称,一年之前的同期内,价格是呈现上升趋势的。8月份美国“核 心”CPI(不包含食品与能源价格)同比增长0.9%。

“It’s a quite different picture if you go to the UK where you see a slight inflationary trend,” Mr Varian said. He attributed the rise in the UK GPI to the weakness of sterling.


Mr Varian emphasised that the GPI is not a direct replacement for the CPI because the mix of goods that are sold on the web is different to the mix in the wider economy. Housing accounts for about 40 per cent of the US CPI, for example, but only 18 per cent of the GPI.


The GPI shows a “pretty good correlation” with the CPI for goods such as cameras and watches that are often sold on the web, but less so for others, such as car parts, that are infrequently traded online.