狗狗前景不乐观# JobHunting - 待字闺中
w*z
1 楼
Facebook, Apple, And Microsoft Are Ganging Up On Google
Back in the old days, the big bad company in tech that all the other
companies teamed-up against was Microsoft.
Microsoft was the evil empire.
So, Apple and Google worked together to squash Microsoft.
Former Apple CEO Steve Jobs used to mentor Google cofounders Larry Page and
Sergey Brin. Google CEO Eric Schmidt used to sit on the Apple board.
This is no longer the case.
These days, the common enemy is Google.
In recent years, there have been a number of explicit and implicit
partnerships between the three biggest companies in consumer technology —
Apple, Microsoft, and Facebook.
Some examples:
Microsoft invested in Facebook at a $15 billion valuation back in 2007.
Facebook generates massive ad revenues through its iOS app. Conceivably,
Apple could ask for a piece of that business. It has not.
Apple has integrated Facebook deeply into iOS.
Microsoft powers Apple's Siri. All those Siri queries are improving
Microsoft's machine-learning capabilities versus Google's.
After first buying it for $6.3 billion in in 2007, Microsoft sold its ad-
serving platform, Atlas, to Facebook in 2013 for peanuts. Now Atlas is at
the center of Facebook's rapidly growing ad stack.
Microsoft and Apple co-lead a group of companies that outbid Google for
mobile patents from Nortel. This forced Google buy Motorola for $12 billion.
All this ganging-up against Google is coming during a rough transition
period for the company.
http://www.businessinsider.com/google-is-going-through-a-rough-
In a research note sent out Tuesday, JPMorgan's Doug Anmuth lowered
estimates for Google's revenues, citing concerns with "the transition from
desktop to mobile search, continued margin compression, and increasing
competition from Facebook."
Shortly after the note went out, Google stock hit a 52-week low.
That was not a huge surprise.
This has been a year of major change for Google, and it hasn't always been
pretty.
CEO Larry Page, frustrated with the pace of innovation at the company, took
a big step back from day-to-day operations, turning over control to Sundar
Pichai.
Google's core business, search advertising, is looking shakier than it has
in years. The problem is the rise of mobile. Search advertising is the best
way to make money on the web. But people aren't using the web as much on
their mobile phones as they did on their desktops. Last quarter, Google's
advertising business grew at its slowest rate in six years.
People are searching for products on Amazon, rather than using Google. The
only reason search makes money for Google is that people use it to search
for products they would like to buy on the internet, and Google shows ads
for those products. Increasingly, however, people are going straight to
Amazon to search for products. Desktop search queries on Amazon increased 47
% between September 2013 and September 2014, according to ComScore.
The executive in charge of running the moneymaking side of Google, Nikesh
Arora, quit for a new job at Softbank. Internally, Arora's departure has
been the source of some tension and disappointment. Before he left, Arora
was planning to throw a huge conference for Google sales employees in Las
Vegas. Now that Arora is gone, the event has been canceled in favor of more
regional meetings, and we've heard some Googlers are bummed. These same
Googlers are under the impression that the whole company is in the middle of
a hiring freeze. After speaking to several more sources, we're pretty sure
there is not actually a hiring freeze at Google. But it is interesting that
some people inside the company think there is. Clearly, there are pockets of
pessimism.
Google is getting knocked around overseas. Google just pulled its engineers
out of Russia. It shut down its news aggregator in Spain. The EU wants to
break up the company. The situation isn't looking great in Brazil, either.
Facebook has decided to compete with YouTube for video-advertising dollars,
and Facebook may win. Facebook is working on bringing YouTube-like video to
its News Feed. It's also rolling out video ads. Many in the industry believe
that Facebook is in a better position than YouTube to eat into the
advertising dollars that are leaving TV. Anmuth writes, "Facebook appears
better positioned to capture new dollars coming online given its 21% share
of mobile time spent, strong leverage to news feed ads, and nascent
opportunities in video and Instagram."
Add it all together, and there are some serious worries about Google in the
industry.
Says a former Googler: "I think 2015 is going to be disastrous."
"Mobile has been eating away [at them] for years, but they've been able to
pull rabbits out of the hat to increase revenue."
"[That] has to end somewhere."
Back in the old days, the big bad company in tech that all the other
companies teamed-up against was Microsoft.
Microsoft was the evil empire.
So, Apple and Google worked together to squash Microsoft.
Former Apple CEO Steve Jobs used to mentor Google cofounders Larry Page and
Sergey Brin. Google CEO Eric Schmidt used to sit on the Apple board.
This is no longer the case.
These days, the common enemy is Google.
In recent years, there have been a number of explicit and implicit
partnerships between the three biggest companies in consumer technology —
Apple, Microsoft, and Facebook.
Some examples:
Microsoft invested in Facebook at a $15 billion valuation back in 2007.
Facebook generates massive ad revenues through its iOS app. Conceivably,
Apple could ask for a piece of that business. It has not.
Apple has integrated Facebook deeply into iOS.
Microsoft powers Apple's Siri. All those Siri queries are improving
Microsoft's machine-learning capabilities versus Google's.
After first buying it for $6.3 billion in in 2007, Microsoft sold its ad-
serving platform, Atlas, to Facebook in 2013 for peanuts. Now Atlas is at
the center of Facebook's rapidly growing ad stack.
Microsoft and Apple co-lead a group of companies that outbid Google for
mobile patents from Nortel. This forced Google buy Motorola for $12 billion.
All this ganging-up against Google is coming during a rough transition
period for the company.
http://www.businessinsider.com/google-is-going-through-a-rough-
In a research note sent out Tuesday, JPMorgan's Doug Anmuth lowered
estimates for Google's revenues, citing concerns with "the transition from
desktop to mobile search, continued margin compression, and increasing
competition from Facebook."
Shortly after the note went out, Google stock hit a 52-week low.
That was not a huge surprise.
This has been a year of major change for Google, and it hasn't always been
pretty.
CEO Larry Page, frustrated with the pace of innovation at the company, took
a big step back from day-to-day operations, turning over control to Sundar
Pichai.
Google's core business, search advertising, is looking shakier than it has
in years. The problem is the rise of mobile. Search advertising is the best
way to make money on the web. But people aren't using the web as much on
their mobile phones as they did on their desktops. Last quarter, Google's
advertising business grew at its slowest rate in six years.
People are searching for products on Amazon, rather than using Google. The
only reason search makes money for Google is that people use it to search
for products they would like to buy on the internet, and Google shows ads
for those products. Increasingly, however, people are going straight to
Amazon to search for products. Desktop search queries on Amazon increased 47
% between September 2013 and September 2014, according to ComScore.
The executive in charge of running the moneymaking side of Google, Nikesh
Arora, quit for a new job at Softbank. Internally, Arora's departure has
been the source of some tension and disappointment. Before he left, Arora
was planning to throw a huge conference for Google sales employees in Las
Vegas. Now that Arora is gone, the event has been canceled in favor of more
regional meetings, and we've heard some Googlers are bummed. These same
Googlers are under the impression that the whole company is in the middle of
a hiring freeze. After speaking to several more sources, we're pretty sure
there is not actually a hiring freeze at Google. But it is interesting that
some people inside the company think there is. Clearly, there are pockets of
pessimism.
Google is getting knocked around overseas. Google just pulled its engineers
out of Russia. It shut down its news aggregator in Spain. The EU wants to
break up the company. The situation isn't looking great in Brazil, either.
Facebook has decided to compete with YouTube for video-advertising dollars,
and Facebook may win. Facebook is working on bringing YouTube-like video to
its News Feed. It's also rolling out video ads. Many in the industry believe
that Facebook is in a better position than YouTube to eat into the
advertising dollars that are leaving TV. Anmuth writes, "Facebook appears
better positioned to capture new dollars coming online given its 21% share
of mobile time spent, strong leverage to news feed ads, and nascent
opportunities in video and Instagram."
Add it all together, and there are some serious worries about Google in the
industry.
Says a former Googler: "I think 2015 is going to be disastrous."
"Mobile has been eating away [at them] for years, but they've been able to
pull rabbits out of the hat to increase revenue."
"[That] has to end somewhere."