Latest Articles
-
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 ...
-
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...
-
Why Google Has Launched Allo?
The recent launch of Allo from Alphabet’s (NASDAQ:GOOG,GOOGL) Google indicates that the competition in smartphone messenger space is heating up. However, the strategy for this launch indicates that Alphabet is not only competing for a casu...
-
Here’s Why Google Is Focusing on Travel
Editor’s note: Do you have an analysis request? Feel free to email content@trefis.com Recently, Alphabet Inc.’s (NASDAQ:GOOG) subsidiary Google introduced “Google Trips ” – a mobile app intended to reduce travel related hassles by ...
-
Does Google Trips Pose A Serious Challenge To Priceline Or Expedia?
Though Google’s entry into tourism bookings might indicate a future expansion into online travel booking, given their current positions in the travel industry, the two OTA giants do not have too much to fear as of now. Recently, Google int...
-
Self-Driving Cars, Part 2: Size of Opportunity Involved
Auto companies currently build and sell cars. When you add self-driving capabilities to a car, the problem no longer remains restricted to designing and selling a car, it evolves into providing Transportation-as-a-Service (TaaS). The TaaS market ...
-
Self-Driving Cars: The Building Blocks of Transportation-as-a-Service
The auto market has been experiencing rapid technological change over the last few years. The shift from internal combustion (IC) engine cars to electric cars has already changed the process of how a car is built, who builds the car and who suppl...
-
Here’s Why Google Is Acquiring Apigee
Recently, Alphabet Inc.’s (NASDAQ:GOOG) subsidiary Google announced that it will acquire the API (Application Programming Interface) platform provider Apigee for $625 million in a transaction that is likely to be closed by the end of this ...
-
Here’s How Google Is Looking To Attract More Users To Its Search Engine
An increasing number of consumers search for products directly on a shopping app such as Amazon, especially for online shopping. In response, Alphabet Inc.’s (NASDAQ:GOOG) subsidiary Google is looking at innovative ways to increase searches...
-
Here’s How Google Can Benefit From Its Foray Into Ride Sharing
Reports suggest that Alphabet Inc.’s (NASDAQ:GOOG) subsidiary Google will now allow all its Waze app users in the San Francisco area to find fellow commuters who are headed in the same direction. This is as the company tries to establish i...
-
How Can Curbing Growth Capital Expenditure Impact Alphabet’s Stock Price?
Alphabet Inc. (NASDAQ:GOOG) continues to invest heavily in systems, data centers, real estate and facilities, and information technology infrastructure. Over the past six years, the company has spent nearly $39 billion in capital expenditure (Ca...
-
Mid Year Review:How Will Google’s Mobile Search Division Fare In 2016?
Alphabet Inc.’s (NASDAQ:GOOG) subsidiary Google leads the online search ads industry. With the advent of mobile phones, the search queries from smartphones have increased exponentially. However, the mobile RPS is declining as ad agencies a...
-
Mid Year Review:How Will Google’s Desktop Search Division Fare Till The End Of 2016?
Alphabet Inc.’s (NASDAQ:GOOG) subsidiary Google leads the online search ads industry. With the advent of mobile phones, the search queries from desktop have plummeted. Furthermore, the convergence of desktop revenue per search with mobile ...
-
Dilemma Of YouTube’s Unplugged TV Part 2: How Much Revenue Can Ads Based Model Add To Topline?
In the previous note, we explored the challenges Alphabet’s (NASDAQ: GOOG, GOOGL) YouTube might face in monetizing its content through a Subscription based Video on Demand (SVoD) service. In this note, we explore the how the new service can disru...
-
Alphabet Earnings: Mobile And YouTube Will Continue To Drive Revenue In The Future Even As Investment Outlay For Other Bets Is Expected To Increase
Alphabet Inc. (NASDQ:GOOG, GOOGL) reported its second quarter results on Thurday, July 28th. Both revenues and EPS beat the market expectations, driven by strong advertising sales. While the revenues grew by over 21% to $21.50 billion year over y...
