Google - An Innovative Leader on the Move

Synopsis

While Google still concentrates on its search engine services it has also become an innovative leader and player in not only the online digital media arena but also the mobile space. Its recent announcements regarding Motorola Mobility, Google+, Google Wallet, Google Offers, and YouTube Rentals indicate this company is again making important strategic moves that it hopes will position it well for the future. In addition, Google is closing down some services which have failed to take hold, such as PowerMeter and Google Health. Google’s moves are often influential - even if they aren’t profitable.

Key developments:

Recently Google has begun to make major strategic moves; Google has entered the m-wallet space; it has expanded its VoD offerings; it is developing a location-based deals service.

Companies covered in this report include:

Google

Financial information includes:

Google advertising spend; Google Chrome market share; a report providing Google financial information prepared by Indigo Equity Research.

Table of Contents

• 1. Synopsis
• 2. Introduction
• 3. Insights into Google’s strategies
  • 3.1 Google and advertising
  • 3.2 Google and infrastructure
    • 3.2.1 Asia Pacific fibre deployments – what it means for Google
  • 3.3 Are Google, Microsoft and Apple the next utilities in telecoms?
• 4. Examples of Google’s activities
  • 4.1 Mobile Operating System
    • 4.1.1 Google Android
    • 4.1.2 Google acquires patents
    • 4.1.3 Google is NOT moving into the mobile phone business
  • 4.2 M-Commerce
    • 4.2.1 Google Wallet
    • 4.2.2 Google Offers
  • 4.3 Video-On-Demand (VoD)
    • 4.3.1 YouTube Rental
  • 4.4 Internet browser and OS
    • 4.4.1 Google Chrome browser and OS
  • 4.5 IPTV
    • 4.5.1 Google TV
  • 4.6 Homepage
    • 4.6.1 iGoogle
  • 4.7 Social Media
    • 4.7.1 Google+
  • 4.8 Venture capital
    • 4.8.1 Google Ventures
  • 4.9 Submarine cables
    • 4.9.1 Google Unity
  • 4.10 Smart Energy
    • 4.10.1 Google supporting smart grids
    • 4.10.2 Google Energy
• 5. Not always a success – some of the disappointments
  • 5.1 Google Wave and Google Buzz
  • 5.2 Google PowerMeter
  • 5.3 Google Health
• 6. Competitive pressure remains tight
• 7. Related reports

• Table 1 – Worldwide search engine market share – Q1 2010; 2011
• Table 2 – Google advertising revenue – 2006 - 2011
• Table 3 – Worldwide smartphone operating systems by market share – 2007 - 2010
• Table 4 – Worldwide market share of top 5 browsers – various months – 2007-2008; 2010-2011

• Chart 1 - Google advertising revenue growth – 2006 - 2011

• Exhibit 1 – Kansas City to receive Google’s ultra high-speed broadband network