Google: Fun While It Lasted

The early brouhaha about an “earnings miss” seems overblown, because much was attributable to the company’s gift of $90 million to the Google Foundation and a spike in the tax rate.  This said, expenses did jump–sales and marketing especially.  Despite the marketing juice, moreover, revenue suffered the first real deceleration in a year, and more …

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Google Earnings Sweepstakes: Reader Consensus

The readers have spoken. In the last day, approximately 25 Internet Outsider readers have entered the Google Earnings Sweepstakes.  I have eliminated one outlier that seemed preposterous (famous last words) and averaged the rest.  Here’s what we’ve learned: IO Reader Google Q4 Net Revenue estimate: $1.379 Billion IO Reader Google “Next Morning Open” prediction: -0.006% The average Net …

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Google Radio Buy A Big Deal

Okay, this is another big step for Google toward revenue diversification and dominance of all media.  Google is buying dMarc Media Networks, which provides an electronic dashboard that allows advertisers to research, buy, and manage radio campaigns on a market by market basis.  Depending on dMarc’s performance, Google might end up paying $1.1 billion for it–a boatload of …

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$500. $600. $2,000. Do I Hear $10,000? $0?

Yes, the Google price target brouhaha is reminiscent of the 90s–and not just with respect to dotcom stocks.  The Dow, too, was the subject of a few heroic hypotheses in those days (Dow 36,000, Dow 100,000), utterances that, in hindsight, came to be viewed as preposterous, asinine, and irresponsible. Unfortunately, then as now, many observers …

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AOL-Google Deal Even Better In Details

Thanks to leakage, trial-balloons, and market conditioning that would do the White House proud, there wasn’t much news in the TimeWarner-AOL-Google press release.  If anything, though, the deal looks even better than previously described. For example, Google agreed to “white label” its search technology for AOL so the AOL sales force will be able to …

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Delicious Taggers Exploited, Stiffed?

Attended a small industry think-tank last night focused on social media.  One hypothesis under consideration: How long will Internet users happily generate content for free that makes millions for site owners?  The operative example was Delicious, which consists of a tagging interface and a few servers–and a user base of thousands upon thousands of dedicated, …

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Google’s Secret Sauce Revealed

Google opened its kimono for Saul Hansell of the New York Times last week, and (for me, at least) the glimpse was a revelation in explaining how the company has maintained its rocketship growth trajectory for so long. About nine months ago, when I was first playing around with Google revenue forecasts, the most important assumptions seemed …

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Ruh Roh. Web 2.0 Rocking Like It’s 1999

Hats off to John Batelle and Tim O’Reilly for staging such an excellent conference.  And seat-belts on because the most common observation in the hallways–made with tremble of panic–is that it’s deja vu all over again (and not just because I’m here).  The workshops are jammed, the coffee-pots drained, and the massive central auditorium turning …

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