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In-depth analysis and expert insight into Google’s products and services.Alipay Settlement Doesn’t Impress Yahoo Shareholders
Yahoo’s Alipay settlement, announced early Friday morning, initially pushed the stock up. By the end of the day, Yahoo was down slightly. This was due, in part, to negative comments from analysts, who are still concerned that Yahoo essentially gave away part of an extremely valuable business.
Epocrates:…
Quarterly Earnings Update
A few search- and social-driven companies have reported their earnings this quarter. An update:
Overstock.com had weak sales growth and lower gross margins, with a drop in sales and marketing expenses and an increase in technology spending. The press release has details. Early in the quarter, they were penalized by Google, which may be…
People who talk about search engines act as if Google owns the market. “Don’t do that. Google won’t like it.” “Do that—you’ll rank better on Google.” Google does own a big piece of the market—66% in the US, more in most other places, and it’s a contender even in the few countries where it’s not…
Public opinion on Google’s PR is torn. On the one hand, they can be tone-deaf—witness public reactions to Google Street View or their former CEO’s statements about privacy. (“If you have something that you don’t want anyone to know, maybe you shouldn’t be doing it in the first place.”) On the other hand, they’re widely…
A Social Media ETF
ETF issuer Global X has announced a new social media ETF. This network is based on a third-party index that includes mostly non-US companies (there are very few pure-play SEO companies, other than the rather mangy ones trading over the counter). Since overseas social media companies tend to be…
Forget the debt ceiling. As far as Internet investors are concerned, Apple is the macro situation—it’s the central bank, the legislature, and the source of exogenous unpredictability in the web.
Apple owns a growing number of screens, eyeballs, and minutes. However you measure it, Apple products are a conduit for more and more attention. Apple…
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