Ken flagg's Blog Posts Tagged 'Google' (41)

SMF Notes MMI Motorola Mobility/ Google (GOOG) Conference Call (24.47 ) -Update-

Mildly accretive on a non GAAP business; GOOG says it keeps plenty of financial flexibility; notes strong track record on acquisitions... see deal as opportunity to increase value to shareholders... Patent portfolio ramifications: says patents will help against AAPL; will protect Andriod eco system under threat from some companies; not prepared to talk about specific strategies; says MMI patents will help protect the ecosystem; MMI has over 17K patents… Continue

Added by ken flagg on August 15, 2011 at 2:07pm — No Comments

SMF Notes GOOG Google target raised to $790

 at RBC Capital Mkts following last night's earnings (528.94 )

RBC Capital Mkts raises their GOOG tgt to $790 from $680 after co reported its strongest quarter in several years, with revenue handily exceeding all expectations at +36% Y/Y and, more importantly, EBITDA margins holding steady at 54.5%, in line with consensus. The biggest differences between this quarter and 3Q10 (the last "beat and raise") are that: 1) Google's forward P/E multiple is ~40% lower; 2)… Continue

Added by ken flagg on July 15, 2011 at 9:10am — No Comments

SMF Notes GOOG Google reinstated with a Buy at Needham;

 tgt $725 (528.94 )
Needham is reinstating GOOG with a buy and $725 tgt. They believe Google is a compelling investment given its multiple bln dollar growth opportunities. Search remains the engine of growth and their 2H11 Search rev ests could prove conservative as advertisers shift more of their budgets online and wait to flush their budgets; they expect advertisers to shift more of their budgets online; their FY12 EPS est is ~6% above consensus.

Added by ken flagg on July 15, 2011 at 9:08am — No Comments

SMF Notes Google Plus:

 initial success changes tone of earnings call, potential for more - Stifel Nicolaus (531.99 ) -Update-

Stifel believes the success of Google Plus is a big deal for Google shareholders. The beta launch of Google's social sharing platform, Google Plus (G+), now counts users "in the millions", even with invitations to the platform scarce. Firm believes Google's social media effort, spearheaded by G+, will…

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Added by ken flagg on July 11, 2011 at 9:15am — No Comments

SMF Notes GOOG Google: Facebook rapidly gaining share but Google holding Its own -

 The Benchmark Company (480.22 ) -Update-

The Benchmark Company notes search industry growth appears to have slowed sequentially. But Google gained share in digital advertising while also enhancing search monetization. Mobile searches were less than 1% of all searches last year but now represent about 3%, they believe. Google's stock price reflects concern over Facebook, inefficient cash mgmt and regulatory… Continue

Added by ken flagg on June 24, 2011 at 8:43am — No Comments

SMF Notes GOOG Google tgt lowered to $675 at ISI Group ahead of results. (569.09 )

ISI Group notes, given the recent strong data on the search business (both via its checks and via comScore), it's raising its 1Q11 net revenue forecast to $6.52 bln from $6.30 bln and its 2011 net revenue estimate to $27.74 bln from $26.86 bln ($6.44/$27.41 consensus). At the same time, as a result of its operating expense analysis, ISI now expects 1Q11 operating expenses to come in at $2.28 bln ($2.18 bln prior) resulting in an operating margin of 39.1% (39.7%… Continue

Added by ken flagg on April 6, 2011 at 7:47am — No Comments

SMF Notes Google Inc. (GOOG)'s dominance of the Internet-search industry is being considered for a broad antitrust

Tuesday, April 5, 2011 6:35 AM



Here we go again this has been a long ongoing monster with bull again read what there saying each time they approve and let google buy up and now come out with this bull



Google Inc. (GOOG)’s dominance of the Internet-search industry is being considered for a broad antitrust investigation by the U.S. Federal Trade… Continue

Added by ken flagg on April 5, 2011 at 7:03am — No Comments

SMF Notes Google awarded "Stalking Horse" bidder status for Nortel patents - CNBC



Monday, April 4, 2011 5:05 AM

Google awarded "Stalking Horse" bidder status for Nortel patents - CNBC      

(587.17 -4.63)                                                               

Added by ken flagg on April 4, 2011 at 5:15pm — No Comments

SMF Notes Google agreed to settle FTC charges

Google agreed to settle FTC charges that it used deceptive tactics and       

violated its own privacy promises to consumers when it launched its social   

network, Google Buzz, in 2010 (582.71 +0.98)     

Added by ken flagg on March 30, 2011 at 2:15pm — No Comments

SMF Notes Google Inc. (GOOG), China's government is blocking its Gmail service

Now we had problems with back in Jan 2010 stock sold off hard then made all time highs need to keep watching this here and further information they may follow



Google Inc. (GOOG), the world’s largest Internet search company, said China ’s government is blocking its Gmail service, after users reported trouble accessing the site.



Users of Gmail in China have had difficulty… Continue

Added by ken flagg on March 21, 2011 at 9:24pm — No Comments

SMF Notes Google Q3 earnings preview (538.75 -4.55)

Advertising/internet giant GOOG is set to report its Q3 (Sept) earnings after the close. Google earnings are exclusively released on its investor relations website (http://investor.google.com/), with the call taking place via Webcast at 16:30 ET through its site.


Analysts are looking for GOOG to report Q3 EPS of $6.69 (+13.6% YoY) on net rev -- excluding traffic acquisition costs (TAC) -- growth of 20.2%…
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Added by ken flagg on October 14, 2010 at 3:29pm — No Comments

SMF Notes GOOG Google ests raised at The Benchmark Company on solid Q3 search trends (480.64 )

The Benchmark Co raises its 3Q10 estimates as channel checks and related data indicate solid search trends. Firm now forecasts 19% and 2% y/y and sequential net revenue growth in 3Q and $6.50 per share in EPS ($6.66 consensus). For 2010 and 2011, it projects 21% and 14% net revenue growth. Search advertising remains on pace for mid-teens percentage y/y growth in the US for 2010. Firm believes cost-per-click (CPC) advertising rates are up about 9% y/y, similar to… Continue

Added by ken flagg on September 16, 2010 at 9:01am — No Comments

SMF Notes: GOOG Google initiated with a Underperform at Wedbush Underperform at Wedbush; tgt $525 (485.59 )

Underperform at Wedbush; tgt $525 (485.59 )

Wedbush initiates GOOG with a Underperform and price target of $525 as they believe the threats to Google from Facebook and the migration to a more competitive wireless search environment pose a large risk to Google's core search business.

Added by ken flagg on August 17, 2010 at 10:03am — No Comments

SMF Notes: Google: Thoughts on Yahoo! Japan's selection of Google as a search services

Kaufman believes the deal is incrementally positive as it highlights Google's



clear lead over MSFT (which would have powered Yahoo!'s search back-end)



especially considering Yahoo!'s strong historical relationship with Yahoo!… Continue

Added by ken flagg on July 28, 2010 at 10:07am — No Comments

GOOG Google earnings call update (494.02 +2.68)

GOOG saw very strong growth in new monetization initiatives; notes saw big uptick on display; saw strength in 'every major product'... co says android platform is underpinning growth... enterprise had a good quarter... mobile biz gaining momentum with AdMob... added approx 1200 employees; majority in engineering, search monetization, mobile, apps... U.K. lagged other areas... US revs up 26% y/y... tax rate was 24% in Q2 compared to 22%; geographic mix in… Continue

Added by ken flagg on July 15, 2010 at 5:05pm — No Comments

GOOG Google misses by $0.07, beats on revs (494.02 +2.68)

Reports Q2 (Jun) earnings of $6.45 per share, $0.07 worse than the Thomson Reuters consensus of $6.52; revenues ex-TAC rose 25.0% year/year to $5.09 bln vs the $4.99 bln consensus. GOOG Average cost per click -3% q/q, Q1: +4%; Average Paid Clicks +2% q/q, Q1: +5%. Non-GAAP operating income in the second quarter of 2010 was $2.67 billion, or 39% of revenues. This compares to non-GAAP operating income of $2.17 billion, or 39% of revenues, in the second quarter of… Continue

Added by ken flagg on July 15, 2010 at 5:03pm — No Comments

GOOG Google target lowered to $600 at Oppenheimer ahead of Q2 results

GOOG Google target lowered to $600 at Oppenheimer ahead of Q2 results



Oppenheimer lowers their GOOG tgt to $600 from $715; they are raising their US ests based on various data points, but this is more than offset by reductions in Int'l organic growth and FX. They expect 2H opex to moderate with the deceleration in rev. However, they are still reducing non-GAAP… Continue

Added by ken flagg on July 8, 2010 at 9:03am — No Comments

Google confirms its China Internet

Google confirms its China Internet Content Provider license is up for renewal



on June 30; will end the redirect entirely - (472.08)







Co says on its company blog that "We currently automatically… Continue

Added by ken flagg on June 29, 2010 at 9:19am — No Comments

Google: Cyberattack on Google said to hit password system - NY Times (550.10)

NY Times reports ever since Google disclosed in January that Internet



intruders had stolen information from its computers, the exact nature and



extent of the theft has been a closely guarded company secret. But a person… Continue

Added by ken flagg on April 20, 2010 at 10:30am — No Comments

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