Will Radio, TV, and Print Save Google’s Growth Rate? No.

To hear people talk about Google’s moves into offline media, you would think the company is on the verge of capturing all the profit in the media industry.  It isn’t.  And not just because Google’s success in its offline efforts is far from guaranteed. The important point is that Google’s radio, TV, and print initiatives …

Read moreWill Radio, TV, and Print Save Google’s Growth Rate? No.

How Much Dark Fiber is Google Buying?

Anyone know?  I’m still struggling with how the company can be spending 2x as much in CAPEX as its closest competitor, Yahoo!, as well as with where all that money could be going (CAPEX estimates are around $1.3 billion this year). At the Analyst Day, CEO Schmidt referred to the company making several “big bets.”  Rumor has …

Read moreHow Much Dark Fiber is Google Buying?

Microsoft to Kill Google? No.

So the big story these days is that Google and Microsoft are going to war and that either could win.  This is a big story because it’s a great story: two undefeated heavyweights preparing to bash each other’s brains out.  Alas, it’s also fiction. Despite ten years of effort, vast technological and financial resources, and …

Read moreMicrosoft to Kill Google? No.

Hey Google Gamblers! Belly Up To Q4 Craps Table

As Google’s recent gyrations have illustrated, the stock is now firmly in the thrall of fear and greed.  Down 9% one day.  Up 5% the next.  Up 2% at 10am.  Down 2% at 11am.  “Eighty times free cash flow–We can’t take the risk!”  “Biggest opportunity in the history of the world–We can’t afford to miss …

Read moreHey Google Gamblers! Belly Up To Q4 Craps Table

Google: Accounting Changes to Whack Cash Flow

Two accounting changes will significantly affect the optics of Google’s operating cash flow and earnings beginning in Q1 2006.  Neither will change the actual cash generated by the company.  As Microsoft’s recent implementation of a similar accounting change demonstrated, however, sometimes optics matter. The first of these changes will require that “tax benefits from stock-option …

Read moreGoogle: Accounting Changes to Whack Cash Flow

What Google’s Thinking?

As several readers have suggested, I suppose another possible rationale for Writely, Gmail, and the dozens of other revenue-less, storage-gulping products Google is developing is simply a portal strategy: Get people to spend most of their time on Google properties, and they’ll be more likely to use the omnipresent Google search window when they get around …

Read moreWhat Google’s Thinking?

The Bad News About Google’s 70% Search Share

Rich Skrenta (via Searchblog) analyzed the source of traffic for ten big sites and illustrated what “everyone in the web business already knows,” which is that Google has a heck of a lot more than 40% share of the search market.  The analysis covers only a small sample, but it certainly seems plausible that, as Skrenta concludes, …

Read moreThe Bad News About Google’s 70% Search Share

Prediction: Google to Buy Spot Runner

Spot Runner CEO Nick Grouf presented today at OMMA Hollywood.  Spot Runner provides a simple, quick way for local businesses and national corporations with local offices to create, buy, and place highly targeted local TV advertising.  If Google’s M&A team is not already driving down to LA with truckloads of money to buy the company, …

Read morePrediction: Google to Buy Spot Runner