Google will announce on Monday its quarterly. Based on the new corporate structure, the outside world may see different Google.
Google was restructured last year, set up a parent company Alphabet, the core Internet business with driverless cars, smart homes and health care innovations such as the business was separated. On Monday, the Alphabet will be published for the first time that the two major business revenues, operating profit and capital expenditures, and provides historical data back in 2013.
According to statistics from Thomson Reuters, analysts on average expect, parent company Alphabet fourth-quarter revenue of $ 21 billion, and earnings per share of $ 8.09. However, investors and analysts for the Alphabet individual performance may be more interested in two pieces.
Due to investments in new projects, Alphabet margins are declining in recent years. MoffettNathanson maikeer·nasangsen, Research Analyst (Michael Nathanson) estimates that in 2015, Alphabet of profit before interest and tax was 26.2%, down from 30.6% in 2007. But he estimated that Google Internet business the profit margin compared to 31.5% last year, higher than the 2007 level.
Nasangsen estimates that Google Internet business last year's earnings before interest, taxes, depreciation and amortization (EBITDA) of $ 32 billion, and "other" losses of us $ 2.3 billion. He said: "Google's earnings power should be stronger, but in recent years we have not seen that, because Google is investing in new services, which dragged down the overall profitability. If the latest data show that Google's core business does well, it will be good news. ”
Nasangsen believe that greater transparency will bring value. Last December, he estimates that Google's core business strong profitability, so the Alphabet with a total value of $ 582.5 billion, or us $ 840 per share, up from a previous estimate of $ 558.5 billion, or $ 805 per share. Alphabet shares closed Friday at $ 761.35 rose $ 13.05.
In other words, reveal core business will give the company a $ 24 billion market value, more than twice times market value of Twitter.
So there is precedent. In the past 1.5 years, Amazon, Netflix, and Expedia has released more detailed information for different business units, and 3 companies share price subsequently rose.
Amazon released the latest data shows that cloud computing business profitability better than investors expected. Expedia announced losses from elong to allow investors to better judge the profitability of the core business of the company.
RBC Capital Markets analyst Mark Mahaney (Mark Mahaney) expects Alphabet Expedia earnings up to the same effect. He said: "Google's core business profitability is much stronger than the Alphabet as a whole. How much of the problem lies in the high, and profitability improved. We hope to see progress in this regard. ”
Alphabet's share price has risen recently. Announced on October 22 that it would release more detailed earnings figures, the company's shares rose more than 13%. NASDAQ decline over the same period last 5%.
But Mizuho Securities United States analyst nier·duoshi (Neil Doshi) stated that Google's core business margins may be dragging down the investment in cloud computing. In the cloud computing market, Google is running after the Amazon.
Google play store seems to have entered the Chinese market is to the fore. Since the second half of 2015 technology blog website Information out of Google left China for 5 years will return to the Chinese mainland market, and launch customized version of Google Play city, store news, never seen anyone suspected of false for this message, the industry is more discussion about Google Play stores in China in the future. And today has over the past six months, Google Play stores in China to explore still fermenting, on Google News returned to China's mainland market has a new proceeding.
Google Play store to occupy the city market
According to relevant sources, Google is expected to be officially returned to China in March, which will launch the Chinese version of Google stores and services. New version of Google within the store will support China to buy, now the payment has cooperated with Alipay, it's almost exactly the same with previous rumors.
Currently, China's population has reached 1.3 billion, the highest in the world's first. High-speed universal with smart phones in the Chinese market, more and more domestic companies, start-up teams into the mobile application market, number of products makes the whole mobile application market showing a growth trend. In this case, homeopathy also domestic distribution market for mobile apps become Internet companies scrambling to chase the sweet pastry.
Google Play app store is the company has been one of the more profitable business, and Google in the Smartphone popularity and driven by the demographic dividend return to the domestic market, naturally it will not miss the mobile application distribution markets the big cake. Question, if Google Play app store in March this year, as scheduled, and whether it can occupy China Mobile application distribution market place?
Domestic mobile application market turmoil could Google play store as "an antidote"?
Referring to chaos in the mobile applications market, this is an old topic. Piracy in the domestic market in recent years, fake applications emerge, this is especially serious in An Zhuoping stage. You know, it's not just the damage brought to Android Developer interests of single, also brought great hardship to the ordinary users.
For developers, I spend a lot of effort and money to develop products to be pirated, not only on the economy will be greatly damaged brand image may also be damaged. The flip side, many fake applications would use the equipment for the ordinary users permissions to crawl privacy, or even secretly on-demand operators SP services, jumped the flow, giving users greater privacy risk and economic losses. And many of the fake, pirated application of pop-up ads, and also let the user experience significantly.
But Apple's app store and Google Play store belong to the identical nature of the products, their applications and their developers are controllable, and Google Play store and the Apple store online application must pass strict vetting, if any violation of Google Play store and the Apple store terms, then the application will be pulled from the shelves.
In this case, China's version of Google play store greatly suppressed the piracy, cottage living space, chaos in the mobile application market may also be a certain degree of containment. Assuming, of course, are application developers and ordinary users to actively use Google Play store.
Internal mobile application distribution market is Google hard to beat
Now China Mobile application distribution pattern in the market has stabilized, 360, Tencent is a giant company has formed three kingdoms, Google wants to compete in this competitive distribution market share of mobile applications is not easy.
According to statistics, up to the end of 2013, the domestic distribution market distribution platform for mobile apps has reached more than more than 10, with pea pods, 91 Assistant earlier in markets such as led distribution platform for mobile apps. But recently, Tencent in 2014, 360-series and other Internet giants have flocked to the distribution platform for mobile apps market. When the Giants were implemented after a strategic layout, relying on its strong channel advantage behind, followed the pattern of the whole mobile application market has undergone drastic changes.
Tencent, 360 companies accounted for more than 80% China Mobile application distribution share, which is not a small number. Believe that the market has been very familiar to most users use the app store to download the App, and Google seize the mobile application distribution market within a short time if you want to change the user's habits seem unrealistic.
In addition, both Tencent, 360, and the domestic traffic of the Internet giant has an upper entrance to the app store Guide. Mobile application distribution in the domestic market, however the remaining two shares in the remaining dozens of competing pressures on the Google but is also very big.
Although Google has missed the best time to enter the mobile application distribution market, seize the mobile application market place but it is not without a chance. If Google uses in cooperation with domestic mobile phone manufacturers so that a new generation of Chinese mobile phone has a built-in Google paly shops, play on Google store to maintain application developers and ordinary users ' interests, I believe Google with its own powerful influence and appeal there are a lot of users are willing to go back into Google's arms, but it's going to be a long process.
If you have not used the Inbox, it is Google's official Gmail Mobile/Web client development, Material Design style, a to do list for logic, integrates Google's machine learning capabilities to help users better handle mail.
If you're not using Gmail, it's a ... ... The global market share, but mail service temporarily unavailable in mainland China.
Discovered and pointed out that Gmail users, Google is experimenting with migrating Gmail users to their launch in October last year of the new Inbox mail service by Gmail (the Inbox). Forbes reported the situation.
According to the feedback, when users log on to Gmail (Gmail.com domain names) when mail interface will have a "go to Inbox" message, as shown below. Does this imply that Google think Inbox is can be used as a substitute, replacing has online operations 11 years ago, for 900 million users with Gmail mail service (product)?
No matter what the Gmail team deep thought, now in Inbox While Rob Gmail's thunder, but user has its own right to decide. Setting options in the Inbox, users can still choose to visit Gmail.com not jump to Inbox.google.com.
Inbox only for individual Gmail users, the first to invite registration open, then open registration. Earlier this year, Inbox also supports the use of Google Apps enterprise users, enterprise domain mailbox can use.
Gmail is all accounts system based service owned by Google, the first Google search for one of the most important Internet service, and users rely on very high level. Inbox is the Google machine learning technique and ability to integrate into the core product as an example of the birth of the product, it can automatically group messages in a user's mailbox, tickets, meeting schedules, invoices, receipts and other information extracted separately, optimum display effect, improve the efficiency of user messages are processed.
Therefore, regardless of Google Gmail as a whole eventually migrated to the Inbox or not migrated--this decision making, care must be taken care of ... ...
Email industry today surprisingly busy, on the same day, Dropbox announced that it would close its popular e-mail client Mailbox, on the grounds that "focuses on the collaborative".
According to foreign media reports, Google said on Monday it will by default for the Android version of Chrome users access a Web page increased safe surfing protection.
Google says that safe browsing feature is the desktop version has features to protect users from malicious software, phishing software and other network threats of attack software. Typically, Google Chrome displays a bright red to indicate that the user clicks on a Web page Web page links can be dangerous.
Previously, these warnings will only open Chrome in mobile user mobile version of the page after a little-known data compression, will pop up. Users will need to change settings in Chrome. New safe browsing feature is not limited to Web browsing, will also provide security for application downloads and services.
Google venture capital (Google Ventures) head of Department bier·malisi (Bill Maris), technology startups wait-listed for a long time. This suggests that differences of opinion for a new generation of start-ups in Silicon Valley are expanding.
Current generation of leading companies, such as Uber, and Airbnb, have opted for as long as time remains in the non-listed State, and through continuous VC financing obtained large sums of money. However, investor sentiment is changing, and begins to feel anxious.
Maris said attractive valuations many start-up companies, rather than to market, and they will feel regret for this decision in the future. He said: "they set a very high benchmark, which will lead to their own survival difficult. This will have negative consequences: some companies will be large losses. ”
Maris predicts that next year there will be many companies cannot continue through the venture financing or forced to accept lower valuations. Since its inception 6 years ago, Google ventures has invested in more than 300 companies.
Investors piled into closed markets in order to have access to Ube, Airbnb and Snapchat and other companies. In recent weeks, however, investors began to risk-averse mood, especially after the blood test startup Theranos challenged.
Maris said: "more, worry less funds on the market, people are becoming more cautious. ”
He also pointed out that the Federal Reserve may decide to raise interest rates, and this venture will be further disadvantaged. "In all of a sudden, became a publicly traded company will be more exciting. ”
The warnings indicated in the latest round of tech industry boom stroke cast ring reversal of attitude. Earlier, the VCs founders said they are allowed to remain in a non-listed State, rather than through IPO (initial public offering), to exit their investments.
Well-known VC Marc Andreessen (Marc Andreessen) said last month that if his investment company are not listed in 15 years, so he will be happy.
Maris said that if is not listed for a long time, shares held by the investors and employees could not be liquidated, and the price of the shares should be decided by Wall Street, instead of through an opaque non-open market.
He said: "I have not seen too much in 15 years maintained high growth in non-listed companies in the case. We should not ignore shareholders and employees. If your shares are not market prices, it would be difficult to meet their needs. ”
Previously, Sequoia Capital maikeer·molici (Michael Moritz) have made similar warnings. Moritz noted that technology companies through IPO, so that business operations are more disciplined. "In the open market under the supervision of, they can do better. ”
About Uber IPO plans, Maris said: "I don't think they considered this issue, because I know that people have been put to them the question. It is clear that their IPO is one of the leading candidates, with good business. ”
Advertising revenue is the lifeblood of Google, recently reported data shows that this accounted for 89.9% of the Alphabet behind Google and its revenues.
However, they encountered a bottleneck in mobile advertising. Although Google still occupy about 35% mobile advertising market share was nearly twice times the biggest competitor, Facebook, but Google's shares continued to slide, and Facebook with strong growth in the flow of information in the development of advertising.
Such a situation will require Google to continually improve its mobile ads remain competitive, on December 3, Google has released two new forms of mobile advertising--"trial advertising" (Trial Run Ads), and "interface advertising" (Interactive Interstitial Ads).
The so-called "trial advertising", as the name suggests is to let consumers in advertising trial for 60 seconds and then decide whether to download the App.
Google said in a statement, according to their statistics, one-fourth through the advertisement to download the App, and soon after was deleted by the user under "(users) don't even ever used. ”
Google thinks they "trial advertising" could improve the situation, and it will be a win-win approach: "users will be able to understand the App before downloading experience exactly how developers can see with a good user experience to attract more qualified consumers. ”
Obviously, this advertising is more suitable for mobile games, people try to download again.
It was probably in the form of the: Google "trial advertising" dynamic figure shows, photo: Google.
In addition, the "interface advertising of" intends to use the HTML5 technology into mobile advertising interactive Web pages. Google says it allows advertisers to break through the original templates, free to show highlights of the App, "so as to enhance user engagement. ”
Google said that such ads can also be previewed App use to consumers, and "trial advertising" is similar to, but is not limited to game "demo".
Such as e-Commerce App can make advertising slide "shelf" to show their hot items, and can also jump out of the discount code for use by the consumer. Headquarters is located in Singapore's e-commerce Web site Zalora will be used in this way on the "interface ads", the two figure below demonstrates their new play: Not long ago, Google has essentially failed social networking service Google+ although it has been in transition, but the flow of advertising is still no breakthrough.
In that case, both within the framework of exploring more suitable for mobile advertising, interactive way, maybe the only things Google can do. As Google says: "mobile should have experience specifically designed for mobile phones, advertising is no exception. ”
Facebook, Google and Twitter are taking steps, "cyber-warfare" against Islamist militants on the promotional and recruitment activities. However, the Internet giant's actions very carefully, avoid the help departments to manage the Internet to the outside world the impression.
On Friday, Facebook announced that ban allegedly belonging to San Bernardino shooting principal tashifen·malike (Tashfeen Malik) account. She and her husband were seen shot and killed 14 people, while the United States Federal Bureau of investigation (FBI) this case has been characterized as "terrorist activity".
A day earlier, France's Prime Minister and European Commission officials met with Facebook, Google, Twitter and other Internet companies, asking these companies to take action more quickly against the so-called "cyber-terrorism incitement and hate speech".
Internet companies on their own policy was straightforward: they will, based on its terms of Service prohibit certain types of content, and in addition only upon receipt of a court order until removed or banned content. Anyone can report or tag content, applications will be deleted.
But the reality is more nuanced. According to the former employee's claims, Facebook, Google and Twitter are very worried that if fully confess them, Europe and details of government departments, will face endless similar requirements in many countries in the world.
They are also worried by the user as a tool of the Government. Even worse is that if these companies clearly state the content filtering policies and methods, then terrorists will be able to explore more ways to bypass the monitoring system.
An information security expert to work with Facebook and Twitter, said: "If you know how to make it easier for content by other users of the message flow, then it will be used by spam senders, and others. ”
On the issue of terrorist propaganda, outside the least thing that is clear is that social media companies to cooperate with government officials in a variety of ways. Facebook, Google and Twitter said, the way they treat Government request request is no different from ordinary users, unless the Government can obtain a court order. In recent years, more and more Internet companies will regularly issue a transparency report, Government formally requests that the number of disclosures received.
But former employees, activists, and Government officials said Government departments also have some compromise. The main approach is that Government officials or cooperating agencies can point out that threats, hate speech, as well as instigating violence in violation of the terms of service of these Internet companies. If such a violation exists, the content will be deleted within a few hours or even a few minutes, and do not need to apply for a court order.
A social activist who helped to block multiple accounts, said: "with respect to official channels, contact Twitter directly and ask for help in the Federal Government sector more generally. ”
Shooting in San Bernardino, said Facebook and blocked Malik's account because the account in violation of community standards. Facebook's terms of Service prohibit praise or flattery "acts of terrorism". Facebook spokesman said that this account exists for ISIS, but Reject to disclose the details.
Controversial reporting mechanism
Some good organization activist also was successful in convincing social media site to remove content. A Twitter username is NageAnon French activists said, by providing a clear violation of site policy links, he has made YouTube deletes thousands of articles, and encourage others to come forward and report such content.
He said in a Twitter message: "this type of content is reported, the more, the sooner will be evaluated and dealt with as a matter of urgency. ”
One source familiar with YouTube running said if a video is reported, then YouTube people faster to evaluate this video.
However, based on reports to determine the number of users also brings other problems.
Employees working in the Facebook security Nike·biluogeersiji (Nick Bilogorskiy) said, since many Russian users organized reports, some pro-Western Ukraine blocked or restricted user account. Biluogeersiji was a Ukraine immigrant, he then helped these accounts in the complaint. In his view, should take a more balanced approach to deal with this kind of report. In addition, the Viet Nam Government officials have initiated the action, leading critics of the account is temporarily blocked by Facebook.
Facebook Reject comment on these specific events.
1th of the judiciary, politicians and activists hope to do is that Internet companies prohibit illegal contents are shared. However, this huge technical challenges, and policies need to be adjusted.
Distribution of child pornography can easily be identified, this is because the technology company has set up a database, to identify known photo. As for music piracy, the tech industry has also established similar systems. If, however, new videos and upload anonymous militants, it will be easy to circumvent social networks monitoring.
Former White House Deputy Chief Technology Officer Huang Anna (Nicole Wong), said technology companies to create a database in violence to resist. They worry that this could lead to government departments asked to filter content they don't like.
As Google and Twitter former justice officials, Huang Anna said: "technology companies very carefully, because they are multinational corporations. If they develop a system for a certain purpose, then it will be said that this system cannot be used for other purposes. If such systems are developed, in some countries, which could be used to prevent the opposition. ”
Amendment to terms of service
Internet companies have conducted a formal policy adjustments. Twitter has revised the service abused policy, apart from the direct threat of violence also prohibit indirect threats of violence, and significantly improves the speed of response to abuse.
Twitter spokesman said: "overall, we are faster to respond to requests. Which also includes requests from government departments. ”
Facebook said that this year the company has blocked all praised acts of terrorism.
YouTube expanded the previously less known "credible journalists" project. In this project, the United Kingdom counter-terrorism police departments, as well as many human rights organization Simon Wiesenthal Center and other agencies can flag problems video and their report will be immediately addressed.
Google spokesman revealed Reject, is the sort of "credible journalists" there. However, such a "credible journalists" are mainly individuals, while YouTube is based on the accuracy of their reports to grant them the status. There is no United States Government departments are allowed to participate in the project, but in the past year, United States non-profit organizations joined the project.
Simon Wiesenthal Center to combat digital terrorism and hate the project leader Labi·Ku Cooper (Rabbi Abraham Cooper), said: "we send the information, then you can get the answer. ”
