Smart Speakers: How Google’s Market Has Transformed
Alphabet (GOOGL) has several branches, and Google is the branch that looks after its smart speaker business.
Could Alibaba Hit a New Peak?
Alibaba (BABA) has returned -2.02% in the last month, 20.2% in the last 12 months, and 5.9% in the last five days.
Google Ends Android App Bundling
In July, the European Union’s antitrust agency ruled that Alphabet’s Google had been abusing Android’s market dominance.
What’s at Stake as Yandex Expands in Israel?
Yandex (YNDX) is on track to launch its Yandex.Music service in Israel in the coming weeks, the Times of Israel has reported.
Why Google Is Ending Forced Arbitration for Employees
Google has long required its employees to settle their claims against the company through arbitration.
Google Out to Tackle a $376 Billion Problem
Alphabet (GOOGL) units Google and Verify have partnered on a program to tackle vision loss.
Amazon Rules the US Smart Speaker Market
Sonos, which went public earlier this month, uses Amazon’s Alexa digital agent in its smart speaker products.
Alphabet Enters a $285 Billion Market
Alphabet (GOOGL) has officially joined the chase for the global ride-hailing market’s $285 billion commercial opportunity.
What Goldman Sachs Recommends for Yandex
Goldman Sachs (GS) believes Yandex (YNDX) will show a strong performance in the near future.
Yandex Follows Spotify in Israel Launch
Yandex has launched its streaming music service in Israel, matching a move by its rival Spotify, which introduced its music service in Israel in March.
How the Chinese recovery helps hedge funds’ BIDU holdings
This article considers the prospects for China’s Baidu versus Google in the U.S. and Yandex in Russia.
What Are Yandex’s Advantages In the Cloud Market?
Yandex (YNDX) recently rolled out its cloud computing service across Russia, following a limited launch in September.
Why did Maverick Capital start new position in Autodesk?
Maverick Capital is a $9 billion long-short equity hedge-fund firm, founded in 1990 by Lee S. Ainslie and Sam Wyly. In 2005, Maverick launched a long-only fund and two market-neutral funds with longer than usual investment lockups. The firm is headquartered in Dallas and has an additional office in New York. The fund bought new […]
What’s in the Autonomous Vehicle Market for Yandex?
Yandex (YNDX) is among those technology giants that are putting their resources into developing vehicles capable of driving themselves.
Is Yandex’s CEO Leaving the Company?
Ahead of Yandex’s (YNDX) third-quarter earnings report, rumors swirled that Sberbank was considering buying a large stake in the company.
Alphabet’s Waymo Now in Serious Business
Alphabet (GOOGL) is scheduled to report its results for the fourth quarter of 2018 on February 4.
Why the market recovery in the US and Europe will support Baidu
The U.S. and Europen Union are making good recovery The below graph reflects on going trends in the Gross domestic Product (GDP) growth rates in the U.S. and European Union, the major destinations of Chinese exports. With slow economic growth in the U.S., and the European Union gross domestic product (GDP) finally hitting positive territory […]
Analyzing Baidu’s Fundamentals
In 2017, Baidu (BIDU) had an EV (enterprise value) of $79.1 billion, while Internet peers Yandex (YNDX), PayPal (PYPL), Groupon (GRPN), and Square (SQ) had EVs of $10.8 billion, $95.6 billion, $1.9 billion, and $24.2 billion, respectively.
The Mystery in Snap’s Advertising Business
Unlike its peers Facebook (FB) and Twitter (TWTR), Snap doesn’t disclose the size of its advertising business.
How Yandex’s Most Important Business Is Performing
Yandex’s advertising business will likely be on the radars of many investors when the company releases its first-quarter earnings results on April 25.
Is Vladimir Putin’s Referendum Victory Good for Yandex Stock?
Yandex stock rose 1.27% on July 2. Voting results showed a landslide victory for President Vladimir Putin in Russia’s constitutional referendum.
Baidu’s Q4 Earnings Report: Highlights for Investors
Baidu released its earnings results for the fourth quarter of 2019 after the market closed on Thursday. The company’s earnings were impressive.
YouTube Music: Google Puts Spotify on Notice
Google recently announced that its YouTube Music app would now come preinstalled on all new Android devices, making it more accessible.
Google Stops Double Irish Tax Scheme: Three Takes
Google (GOOGL) has decided to stop using an international tax loophole popularly known as the “double Irish, Dutch sandwich” dodge.
Huawei, Facebook, and Oracle Put Pressure on Google
Facebook now shares Huawei’s ambition to challenge the dominance of Google’s Android, creating a huge risk for Google’s advertising business.
How Yandex, Baidu, and Alphabet Stocks Compare
Alphabet stock has outperformed Baidu stock this year, but trails it this month. Yandex stock charged ahead of peers this year but is struggling this month.
After EU, Oracle, and Huawei, Google’s Android Faces Turkish Test
Google was fined over Android, missed Huawei’s Mate 30 app distribution opportunity, and risks an Oracle penalty. And its challenges aren’t over.
Fitbit Stock Is Down, but No Savings for Google
Google and Fitbit stocks have moved in opposite directions since the companies’ merger deal, whose value isn’t affected by stock movements.
This Google Fiber Move Will Benefit Alphabet
Google Fiber (GOOG) (GOOGL) announced this week that it has discontinued the 100Mbps plan and will now sell only the gigabit plan at $70/month.
Google: Nest Mini Speaker’s India Debut Is a Big Deal
Google’s (GOOGL) Nest Mini smart speaker makes its debut in India in time for holiday sales as Google hunts for non-advertising revenue.
Contextual advertising boosts web company Yandex’s revenues
Yandex, like its Internet peers Google (GOOG), Baidu (BIDU), and Yahoo (YHOO), earns the majority of its revenue through selling ads—especially text-based contextual ads.
Why Blue Ridge Capital exits position in Coach
Coach shares fell in June after the company said it will close 70 out of its 351 North American full-price stores by the end of the first half of 2015.
Wage inflation improves China’s consumption and Baidu’s sales
Wages in China are simply growing much faster than the overall economy, which fuels inflation and real estate bubbles when banks are willing lenders.
China’s dollar peg: Better for Baidu than for the Chinese banks
For Chinese banks, their exporting borrowers are seeing capacity utilization levels decline as the yuan rises.
Must-know update: How Baidu benefits from China’s wage inflation
The rich price earnings ratios of Baidu and Google of around 30 times versus Yandex at closer to 20 times, may suggest that they are vulnerable to shorter-term profit taking and multiple deflation in the case of further soft economic data.
China’s manufacturing wages: Why 2012 was a banner year for Baidu
The sharp rise in wages in China prompted some fairly aggressive forward-looking estimates regarding China’s wages in manufacturing and its ability to compete as a low-cost manufacturer in the future.
China’s manufacturing wages rise to $7,000 per year: Baidu benefits
This article considers the growing wage level in China and its effect on Baidu and other Asian equities.
China’s soft landing may support banks and Baidu later in 2014
Given the declining gap between nominal and real interest rates, it may seem that China has cooled inflation, and perhaps cooled speculative investment as well.
Consumer confidence improving China consumption and Baidu sales
This series examines the associated consumption growth trends in China, and considers the implications for Chinese companies like Baidu.
Is a strong Chinese yuan better for Baidu than for the exporters?
As the yuan rises, Chinese companies like Baidu may be on firmer earnings ground than many Chinese manufacturing firms and banks.
China’s large cap ETF—iShares FXI—the end of underperformance?
This article considers the prospects for the main Asian ETFs to break out of the doldrums in 2014.
China’s producer price index is better for Apple than Chinese banks
This article considers the prospects for companies like Apple, Google, and Baidu in light of China’s headline PPI data, which don’t look so great.
Why the Russian crisis could escalate and equities could fall another 20%
Why the Russian crisis could escalate: Volatility spiked for the Russian stock market after February 22, 2014, when protesters ousted Ukrainian president Viktor Yanukovych and seized control of Kiev. This situation quickly worsened after March 18, 2014, when Putin annexed Crimea, sending the ruble from 34:1 to the dollar in June to 40:1 this week. […]
Antitrust Probe Flames Tense Google-News Corp Relationship
Google (GOOGL) seems uncomfortable with experts and critics’ involvement in the ongoing state-led antitrust problem of its business practices.
A must-know investor’s guide to Russia’s web giant, Yandex
The Netherlands-headquartered Yandex is presenting tough competition to Google Inc. (GOOG) in Russia, as search engine yandex.ru is the largest Internet search service in Russia.
Where Does Facebook’s CTRL-labs Deal Fit in the Bigger Picture?
Facebook (FB) is acquiring CTRL-labs to supercharge its VR/AR projects. FB is diversifying its business to reduce its dependence on advertising revenue.
Russia Keeps Fining Google: Could a Ban Be Next?
Russia has hit Google (GOOGL) with another fine. The latest fine adds to the many fines Russia has imposed on the search engine giant recently.
Google Play Pass: Here’s What You Need to Know
On September 23, Google introduced a subscription service for games and apps called Google Play Pass. A Play Pass subscription will cost $4.99 per month.
Facebook Takes a Leaf from Baidu to Keep Instagram Safe
Instagram plans to restrict or remove posts promoting questionable weight loss or cosmetic procedures. Health misinformation is a key concern for digital platforms.
Alphabet’s Other Bets: What’s in the Trucking Market for Waymo?
Alphabet’s (GOOGL) Waymo wants to bring its autonomous driving technology to the freight trucking industry. Waymo is one of Alphabet’s Other Bets.
Google’s YouTube: Another Round of Advertiser Boycotts?
A BBC investigation recently discovered dozens of YouTube videos promoting fake cancer cures. Could Google’s YouTube lose advertisers?
Facebook Ignores Libra Noise, Confirms Launch in 2020
Facebook’s planned digital currency, Libra, has elicited strong reactions. Some think it poses a serious risk to the global financial system.
Facebook’s Dating Feature Launches in US, Shakes Rivals
Facebook’s dating feature launched in the US on Thursday. The company announced plans for an online dating service in May 2018.
What Does Facebook’s Threads App Project Tell Us?
Facebook is quietly building a messaging app called Threads, a companion app to Instagram. Instagram is FB’s photo-sharing app that competes with Snapchat.
Waymo’s Former Employee Charged with Trade Secret Theft
Yesterday, federal prosecutors charged Anthony Levandowski with multiple counts of trade secret theft. Levandowski was previously an engineer at Waymo.
Is Baidu Really Bigger than Google in the Smart Speaker Space?
According to Canalys’s latest report, Baidu beat Google to become the world’s second-largest speaker company by market cap in the quarter.
What Google and Facebook Investors Should Know about Sanders’s Plans
Bernie Sanders said that if he becomes president, he wants to tax Google and Facebook’s ad revenues to pay for the revival of a new media industry.
Will Google Choose Free Speech or Business?
Last Friday, Google made a move that looks like an attempt to call its troops to order, releasing new guidelines on debates about non-work topics.
Facebook’s Housing Discrimination Troubles Persist
Facebook is facing another housing discrimination lawsuit. A group of users have sued it to seek compensation for alleged discriminatory housing ads
How Europe’s Data Regulation Is Affecting Google’s Competition
Alphabet’s (GOOGL) Google dominates the global search engine market.
After Facebook and Twitter, Russia Puts Google on Notice
The Russian government is demanding that Google immediately stop what it calls the advertising of illegal events in the country.
Google Shelves Dragonfly: What’s Next?
Google sees a huge commercial opportunity in Indonesia’s Internet economy. In this series, we’ll discuss these developments and others in the Internet space.
What’s in the Smart Lock Market for Baidu?
Baidu (BIDU) recently led an $87 million investment round in Chinese smart lock startup YunDing Network Technology.
Yandex Begins August in a State of Anxiety over Draft Law
Russia’s big tech companies such as Yandex (YNDX) have been shaken after a Russian lawmaker drafted a law to limit foreign ownership of these firms.
Google Turns to Qualcomm to Drive Voice Software Uptake
Google (GOOGL) has teamed up with Qualcomm (QCOM) to develop a platform aimed at encouraging developers to integrate its Assistant voice software into their products.
Yandex: Applause from Putin amid Hacking Report
During President Vladimir Putin’s annual address in June, he said that Yandex is competing successfully with global giants like Google in the Russian market.
Google Opening a New Revenue Stream
Google (GOOGL) has started taking preorders for its Stadia games subscription service that is scheduled to launch in November.
Alibaba Puts Yandex on Notice
Alibaba’s (BABA) e-commerce joint venture with Russian entities MegaFon, Mail.ru Group, and Russian sovereign wealth fund RDIF escalates its rivalry with Russia’s top Internet services company (YNDX).
A Peek into Yandex’s Autonomous Driving Ambitions
Yandex (YNDX) is planning to ramp up its self-driving program in the coming months. It aims to have more than 100 self-driving cars on the roads worldwide by the end of 2019. Yandex is already underway with autonomous driving tests in its home market of Russia, the United States, and Israel.
Lyft and Uber to Help Yandex Plan for a Taxi Unit IPO
Yandex (YNDX) is planning an IPO of its taxi business, YandexTaxi, which it co-owns with US ride-hailing giant Uber (UBER).
Snap Walks the Walk When It Comes to Marketing
On its first-quarter earnings conference call, Snap discussed plans to make additional investments in marketing, content, engineering, and sales.
Google and Amazon Follow in Apple’s and Qualcomm’s Footsteps
This month could bring reconciliation for two technology powerhouses.
Google’s Android Concessions Fail to Please Critics in Europe
To comply with changes ordered by the EU competition watchdog, Google (GOOGL) will be letting Android users in Europe use their preferred Internet browser and search apps.
What Will Uber’s IPO Bring to Yandex’s Table?
Ride-hailing giant Uber is planning to go public this year, following in the footsteps of its rival Lyft (LYFT).
Inside Yandex’s Hardware Business
In efforts to diversify its business outside the advertising industry, Yandex (YNDX) has entered the consumer hardware market.
How Is Yandex’s Cloud Business Performing?
Yandex’s first-quarter earnings results will be the company’s first full-quarter financial results since it opened its cloud platform to everyone.
Yandex Is Seeking a Piece of the Gig Economy
Last month, Yandex (YNDX) announced that it was adding multicurrency support to its Yandex.Money payment platform.
What to Expect as Yandex Reports Its Q1 Results
Yandex (YNDX) is scheduled to report its results for the first quarter of 2019 on April 25.
Yandex Is Looking to Expand Its Footprint in Turkey
Yandex and Russia’s sovereign wealth fund, the RDIF (Russian Direct Investment Fund), are discussing potential investments in Turkey.
Baidu Sees AI Affecting the Smartphone Market
Baidu, China’s top Internet search engine company and a leader in AI research, sees AI technology changing how people use their smartphones.
Baidu Is About to Diversify into This $280 Billion Industry
Baidu (BIDU) will launch its self-driving taxi service in China before the end of 2019, according to a report from Xinhua News Agency.
Behind Google’s Android TV Ad Pilot
A recent Android TV software update came with a surprise advertisement feature, sparking conversation on social media and digital forums.
Will Disbanding Its AI Council Dim Google’s Prospects?
Google (GOOGL) has suddenly disbanded the council it formed to advise it on ethical issues related to AI.
Google Is Out to Dominate This $252 Billion Industry
Google is launching an education app store Alphabet’s (GOOGL) Google is launching a marketplace for educational apps and classroom lesson ideas. Google’s education app store, known as the Chromebook App Hub, is scheduled to launch in the coming months. Google’s creating an app store specifically for the education market is part of its efforts to dominate the […]
What Would Refunding Advertisers for Its Outage Cost Facebook?
Facebook’s (FB) social apps suffered a worldwide outage that lasted for several hours in March.
Baidu Sets Sights on Tesla’s China Market
Baidu (BIDU) has partnered with Chinese automaker Chery to produce electric vehicles powered by its artificial intelligence software.
Facebook Is Doubling Down on the $27 Billion VR Market
This month, Facebook’s (FB) Oculus subsidiary unveiled an improved version of its original Rift VR headset.
Yandex Is Losing Market Share in Its Home Market
Yandex (YNDX) appears to be struggling to keep its lead in Russia’s Internet search engine market.
Google Launches Another India-Specific Product
Google (GOOGL) recently launched a language app called Bolo to help kids in India improve their English and Hindi reading skills.
How Will Google Make Money with Duplex?
Alphabet’s (GOOGL) Google is expanding the availability of Duplex, its automated restaurant reservation tool.
Google Wants to Turn the Tables on Apple in the App Business
Alphabet’s (GOOGL) Google is introducing a new feature designed to expand monetization options for Android developers.
Google Improves G-Suite and Hikes Prices
Google (GOOGL) believes it is in a position to give Microsoft (MSFT) a run for its money when it comes to productivity apps.
Google Seeks To Overturn $2.7 Billion Antitrust Fine
Alphabet’s (GOOGL) Google is seeking to overturn the $2.7 billion fine imposed on it in 2017 by the European Union’s antitrust agency.
Google under Pressure to Review Ad Policies in France
Alphabet’s (GOOGL) Google operations in Europe have been in the spotlight. France’s top competition watchdog has ordered Google to review its policies for certain advertisements following a complaint by French directory service company Amadeus.
Facebook on Track to Open a Brand New Revenue Stream
Facebook (FB) will start allowing popular individual publishers, “creators,” to sell subscriptions to their premium content on its social network.
Baidu Was Criticized for Low-Quality News Search Results
Baidu’s (BIDU) reputation in the search business has been scrutinized. There was outrage about the quality of Baidu’s news search results.
Why France Wants Google to Review Its Ad Policies
The antitrust regulator in France recently ordered Alphabet’s (GOOGL) Google to review its advertising policies.
More Work Ahead for Baidu after Service Is Criticized
Baidu’s (BIDU) Internet search service came under fire recently after an outspoken Chinese journalist complained about its news aggregating service, Baijiahao.
Baidu Aims to Become World-Class Tech Company
In addition to leveraging AI technologies to strengthen its core Internet search engine business, Baidu is also betting on AI to help it break into new markets.
Will Baidu’s Q4 Revenue Hit Target?
Baidu (BIDU) is gearing up to report its results for the fourth quarter of 2018 on February 12.