Latest Articles
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Alphabet’s Strong Earnings Propel Stock To New High
Alphabet (NADDAQ:GOOG) announced its first quarter results on April 27th. For the quarter, the company reported 22% year-on-year growth in revenues to $24.75 billion, about in line with our expectations. On a constant-currency basis, revenues gr...
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Alphabet Earnings Preview: Revenues Set To Grow Even As Moonshot Projects Bleed Cash
Alphabet Inc. (NASDAQ: GOOG, GOOGL) is set to announce its Q1 2017 earnings on April 27th. For Q1, we believe that Google continued to dominate the online search ad market and its revenues improved as ad volume increased, which offset the declin...
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A Closer Look At Google Play Music’s India Debut
The Indian music streaming market is growing steadily, with rapid smartphone adoption and increasing demand for streaming from younger users. Streaming music users in India are estimated to grow rapidly and reach 273 million by 2020 . Google (NA...
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How Effectively Can YouTube TV Compete With Other OTT Providers?
Google (NASDAQ: GOOG) continues to explore avenues to boost YouTube’s revenues. In 2015, the company launched ad-free video streaming subscription service YouTube Red, while last year it announced its plans for a paid subscription cable service t...
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Should AT&T Be Worried As Google Unveils YouTube TV?
Competition in the streaming TV market looks set to heat up, with Internet behemoth Google announcing that it will roll out a new service called YouTube TV in major cities in the United States over the next few months. AT&T (NYSE:T), which be...
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Alphabet Earnings: Mobile Search And YouTube Continues To Boost Revenues
Alphabet (NADDAQ:GOOG,GOOGL) announced fourth quarter results on January 27th. For the quarter, the company reported 22% year-on-year growth in revenues to $26.04 billion, in line with our expectation. On a constant-currency basis, revenues grew...
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Alphabet Earnings Preview: Search And Video Ads Revenues Set To Grow, Moonshot Venture Will Continue To Hemorrhage Profitability
Alphabet Inc. (NASDAQ: GOOG, GOOGL) is set to announce its earnings on January 26th. While we believe that its search company Google continued to dominate the online search ads market in 2016, its ‘moonshot’ (i.e., start-up) businesses, clubbed u...
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Why 2017 Will Be A Important Year For The Premium Smartphone Market
2017 is shaping up to be a very interesting year for the high end of the smartphone market, for multiple reasons. Firstly, demand for premium smartphones should grow further, as first-time smartphone customers from a few years ago upgrade to more...
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Reviewing Alphabet’s Performance In 2016.
Alphabet ’s (NASDAQ: GOOG, GOOGL) search company Google continued to dominate the online search ads market in 2016. The company also made headway in its moon shot businesses, which span life sciences, self-driving cars, IoT and Internet Fiber bus...
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Alphabet Earnings: Mobile And YouTube Boosts Google Revenues As Other-Bets Still Bleed Cash
Alphabet (NADDAQ:GOOG,GOOGL) announced third quarter results on October 27th. For the quarter, the company reported 20% year-on-year growth in revenues to $22.45 billion, in line with our expectation. On a constant-currency basis, revenues grew ...
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Alphabet Earnings Preview: Revenues To Grow On The Back Of Increasing Video And Search Ads Google
Alphabet (NASDAQ:GOOG) is set to release Google’s Q3 2016 earnings on Thursday, October 27 th . In Q2, the company reported that its revenues grew by over 21% year over year to $21.50 billion. However, cost-per-click (CPC), which has been ...
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Here’s How Google’s Pixel Can Benefit From Samsung’s Reputation Loss
As Samsung’s engineers worked overtime to identify the cause behind its exploding Note 7 smartphones, their inability to replicate the explosions in a controlled environment led to the scrapping of the model . Samsung’s announcement that it would...
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What Does Google Aim To Accomplish With The Pixel?
Alphabet’s (NASDAQ:GOOG, GOOGL) subsidiary, Google, is now directly competing in the smartphone hardware market with the launch of its new device called the Google Pixel. The handset is aimed squarely at the high end of the market, targetin...
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Is Twitter The Answer To Google’s Social Media Problems?
According to reports from Bloomberg, Google (NASDAQ:GOOG) has hired financial advisory firm Lazard to review a possible acquisition of Twitter (NYSE:TWTR). This move indicates that the search engine giant is eager to plug the social media gap in ...
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Here’s Why YouTube Go Can Drive User Growth For Google In India
Editor’s note: Do you have an analysis request? Feel free to email content@trefis.com As online video consumption increases among the younger population, data costs and connectivity issues are impacting usage in emerging economies. Social...
