Google: The Web's Most Powerful And Visionary Company

Where is Google going and is that a problem?

Report Content

This report offers a detailed data-driven analysis of Google and its future prospects.

You will find an analysis of all of Google’s main products including Google Search, Android, YouTube, Google+ and AdWords/AdSense/GDN along with detailed analyses of an additional 31 key products including Google Play, Google Translate, Google Checkout, Google+ Photos, Google Glass, Google Project Ara, plus 24 others.

Also included are details and analysis of Google Ventures and the company’s numerous acquisitions.

This report also contains a detailed review of the key trends visible from an analysis of the company’s recent and historic financial results which is supplemented by 5-year forecasts for the company’s main revenue streams.

An important feature of this report is a 5-point template that can be used to assess the likely level of success of products and technologies the company is working on now.

The report also analyses the only major inhibiting forces that could arrest Google’s relentless growth: patent litigation, privacy concerns, competitive activity, regulation and politics;

Finally, the report contains powerful insights into how Google is using machine intelligence to accelerate growth, and why the next step will be something even more disturbing machine consciousness - and what that will mean.

This report contains the following main sections:

Executive Summary

Major Market Segments

            Search

            Device Operating Systems: Android

            Social Media: YouTube

            Social Networks: Google+

            Digital Advertising: AdWords., AdSense and GDN

Profiles & Analysis of 31 Additional Google Products

Analysis

Financial Condition and Outlook

5 Key Success Factors

What is Google’s Core Strategy?

Machine Consciousness

Future Growth Markets

Barriers to Continued Growth

Conclusion: A (Scary) Vision of the Future      

Detailed Historic Financial Data: 1999 - 2013

Forecast: Google Revenue Projection

Appendix

This report contains individual profiles and analysis for the following Google products:

  • AdSense
  • AdWords
  • Android
  • Chrome Browser
  • Chromebook
  • Chromecast
  • Gmail
  • Google Analytics
  • Google Books
  • Google Checkout
  • Google Display Network
  • Google Docs and Sheets
  • Google Drive
  • Google Earth
  • Google Finance
  • Google Glass
  • Google Maps
  • Google Mobile Search
  • Google News
  • Google Now
  • Google Play
  • Google Play Music All Access
  • Google Shopping
  • Google Street View
  • Google Talk
  • Google Translate
  • Google TV
  • Google Voice
  • Google Wallet
  • Google+ Photos
  • Hangouts (May 13)
  • Hangouts on Air
  • Nexus
  • Orkut
  • Project Ara
  • YouTube

 

 

This report contains the following forecasts for Google’s revenues:

 

Aspect Geographic Coverage Period
Google Total Revenues (USD, Millions) Worldwide 2014 to 2018
     
Google Digital Advertising Revenues (USD, Millions) Worldwide 2014 to 2018
     
Google Online Advertising Revenues (USD, Millions) Worldwide 2014 to 2018
     
Google Mobile Advertising Revenues (USD, Millions) Worldwide 2014 to 2018
     
Google Licensing and Paid-for  Revenues (USD, Millions) Worldwide 2014 to 2018

 

This report contains detailed historic financial data for the following parameters:

 

ASPECT OF GOOGLE'S FINANCIAL HISTORY INCLUDED GEOCRAPHIC COVERAGE PERIOD
Revenues - Total Worldwide 1999 to 2013
     
Revenue from Advertising (USD, Millions) Worldwide 2005 to 2013
     
Revenue from Licensing and Other (USD, Millions) Worldwide 2005 to 2013
     
Revenue from Motorola Mobility (USD, Millions) Worldwide 2012 to 2013
     
Operating Costs: Cost of Revenues  (USD, Millions) Worldwide 1999 to 2013
     
Operating Costs: Research and Development  (USD, Millions) Worldwide 1999 to 2013
     
Operating Costs: Sales and Marketing  (USD, Millions) Worldwide 1999 to 2013
     
Operating Costs: General and Administrative  (USD, Millions) Worldwide 1999 to 2013
     
Net Income (USD, Millions) Worldwide 1999 to 2013
     
AdSense: Payout to AdSense Publisher Sites  (USD, Millions) Worldwide 2005 to 2013
     
AdSense: Traffic acqusition costs as relates to AdSense arrangements  (USD, Millions) Worldwide 2005 to 2013
     
AdSense: Traffic acqusition costs as relates to distribution arrangements  (USD, Millions) Worldwide 2005 to 2013
     
AdSense: Gross Revenue received by Google from serving ads on AdSense partner websites  (USD, Millions) Worldwide 2005 to 2013
     
Cash: Net cash provided by operating activities (USD, Millions) Worldwide 2004 to 2013
     
Cash: Cash and cash equivalents at end of period (USD, Millions) Worldwide 2004 to 2013
     
Cash: Marketable Securities (USD, Millions) Worldwide 2004 to 2013
     
Total Revenue (USD, Millions) United States 2005 to 2013
     
Total Revenue (USD, Millions) United Kingdom 2005 to 2013
     
Total Revenue (USD, Millions) Rest of the World 2005 to 2013
     
Employees - Total (000s) Worldwide 2005 to 2013
     
Employees - R&D (000s) Worldwide 2005 to 2013
     
Employees - S&M (000s) Worldwide 2005 to 2013
     
Employees - G&A (000s) Worldwide 2005 to 2013
     
Employees - Average Revenue per Employee (USD, 000s) Worldwide 2005 to 2013

 

This report contains the following 52 figures and tables:

 

FIGURES
Figure 1 Worldwide Share of all Searches (Google, Baidu, Yahoo!, Yandex, Microsoft, Other) from Jul-12 to Dec-12
Figure 2 Unique Viewers of Online Content Videos (U.S.) - Google (YouTube) vs. Total Internet Audience (Jan 2012 to Jan 2014)
Figure 3 Google+ Worldwide Active Users 2011 to 2014
Figure 4 Cost of Google AdWords - Percentage of Gross Sales Typically Paid to Google
Figure 5 Google Worldwide Revenues shown divided into (i) United States; (ii) United Kingdom (iii) ‘Rest of the World’ from 2005 to 2013 (Expressed as a Percentage of Total Revenues)
Figure 6 U.S. Search Engine Rankings (Google, Microsoft, Yahoo!, Ask, AOL) from 2011 to 2014
Figure 7 U.S. Total Search Volume from Feb-11 to Dec-13
Figure 8 Worldwide Share of all Searches (Google, Baidu, Yahoo!, Yandex, Microsoft, Other) from Jul-12 to Dec-12
Figure 9 Worldwide Share of all Searches (Google, Baidu, Yahoo!, Yandex, Microsoft, Other) Shown as a Percentage of Those who use Search Engines from Jul-12 to Dec-12
Figure 10 Worldwide Engagement with Search Engines (Google, Baidu, Yahoo!, Yandex, Microsoft, Other) Shown as a Average Number of Searches Conducted per Month from Jul-12 to Dec-12
Figure 11 Worldwide Search Market – Comparison of the Growth in the Total Number of Searchers ands the Total Number of Searches from Jul-12 to Dec-12
Figure 12 U.S. Search Traffic – Total Searches per Month vs. Google Share from Jan 2007 to Dec 2013
Figure 13 Google – U.S. Growth: Comparison of Google’s U.S. Revenues with Avg. number of Searches Completed per Month from Jan 2007 to Dec 2013
Figure 14 Google – Average Advertising Revenue per Search for the U.S. Growth from 2008 to 2013
Figure 15 Android Value Pyramid
Figure 16 Unique Viewers of Online Content Videos (U.S.) - Google (YouTube) vs. Total Internet Audience (Jan 2012 to Jan 2014)
Figure 17 Unique Viewers of Online Content Videos (U.S.) Share who Watch Videos on Google (Jan 2012 to Jan 2014)
Figure 18 Total Number of Online Content Videos Viewed (U.S.) Google (YouTube) vs. Other Websites (Jan 2012 to Jan 2014)
Figure 19 Viewing Time per Viewer for Online Video (U.S.) Google (YouTube) vs. Next Largest Website (Jan 2012 to Jan 2014)
Figure 20 Total Viewing Time for Online Video (U.S.) Google (YouTube) vs. All Other Websites (Jan 2012 to Jan 2014)
Figure 21 Total Video Steaming Ads Viewed (U.S.) Google (YouTube) vs. All Other Websites (Feb 2012 to Jan 2014)
Figure 22 Comparative Increase in Total Video Streaming Ads Viewed (U.S.) Google (YouTube) vs. All Other Websites (Feb 2012 to Jan 2014)
Figure 23 Google+ Worldwide Active Users 2011 to 2014
Figure 24 Cost of Google AdWords: Percentage of Gross Sales Typically Paid to Google
Figure 25 Google Chrome – User Growth from 2010 to 2012
Figure 26 Usage Share of Web Browsers – from 2009 to 2014
Figure 27 Google Wallet – (a) Pay at a Retail Store via ‘Tap and Pay’ (PIN entry shown); (2) Pay Online using ‘Buy with Google’ button which has been inserted into the checkout Process
Figure 28 Search for Pictures Without Needing Tags – Google+ Pictures
Figure 29 Google+ Photos: Auto Enhance – Before and After
Figure 30 Auto Awesome Eraser (A feature of Google+ Pictures)
Figure 31 Auto Awesome Action (A feature Google+ Pictures)
Figure 32 Google Ara – Variants and parcelling scheme
Figure 33 Google Worldwide Revenues shown divided into (i) United States; (ii) United Kingdom (iii) ‘Rest of the World’ from 2005 to 2013 (Expressed as a Percentage of Total Revenues)
Figure 34 Google – Detailed Financial Summary from 1999 to 2013 Including Major Financial Indicators
Figure 35 Google - Worldwide Revenues split by Advertising, ‘Licensing and Other’ and Motorola Mobility from 2005 to 2013 (USD, Millions)
Figure 36 Google - Major Operating Costs Worldwide Shown for ‘Cost of Revenues’, R&D, S&M and G&A from 2003 to 2013 (expressed as a percentage of total revenues)
Figure 37 Google – Worldwide Net Income from 2003 to 2013 (Shown in USD, Millions and also as a Percentage of Total Revenues) ‘
Figure 38 Google – Payout to AdSense Publishers from 2006 to 2013 (Shown in ‘USD, Millions’ and as a Percentage of the Gross Ad Revenues Received by Google from AdSense Network)
Figure 39 Google – Net Cash Provided by Operating Activities and Total Cash, Cash Equivalents and Marketable Securities from 2004 to 2013 (USD, Millions)
Figure 40 Google Worldwide Revenues shown divided into (i) Advertising (Google Websites); (ii) Advertising (Google Ad Network); (iii) ‘Licensing and Other’ from 2004 to 2013 (Expressed as a Percentage of Total Revenues)
Figure 41 Google Worldwide Revenues shown divided into (i) United States; (ii) United Kingdom (iii) ‘Rest of the World’ from 2005 to 2013 (Expressed as a Percentage of Total Revenues)
Figure 42 Google Worldwide Number of Employees Shown Separately for R&D, S&M, G&A and Operations. Also Includes Average Revenue per Employee (in USD, 000s) from 2005 to 2013
Figure 43 Google Worldwide Revenues (2011 to 2013
Figure 44 Google Worldwide Revenues by Segment. 2011 to 2013: Actual based on SEC filings; 2014 – 2018: Generator Projection. Shown in USD Millions and Annual Growth
Figure 45 Google Worldwide Advertising Revenues. 2011 to 2013: Actual based on SEC filings; 2014 – 2018: Generator Projection Shown Separately for (i) Online Advertising; (ii) Mobile Advertising both in USD Millions. Also Shows Digital Ad Revenue as a % of Total Ad Revenue
   
TABLES
Table 1 Comparison of Acquisitions made by Google, Facebook, Yahoo!, Apple and Microsoft from 2010 to 2013
Table 2 Google Acquisitions in the General Fields of Artificial and Machine Intelligence
Table 3 Summary of Google Nexus Devices – Smartphones and Tablets
Table 4  Google Ara – Module Classes
Table 5 Comparison of Acquisitions made by Google, Facebook, Yahoo!, Apple and Microsoft from 2010 to 2013
Table 6 Google Acquisitions in the General Fields of Artificial and Machine Intelligence
Table 7 Google Historic Revenues (2011-2013) and Projection (2014-2018) Shown for (i)  Online Advertising; (ii) Mobile Advertising; (iii) Motorola Mobility and (iv) ‘Other and Licensing’ – Worldwide – in USD, Millions.

 

Table of Contents3

Executive Summary7

Search: Runaway Market Leader10

Android: Runaway Market Leader11

YouTube: Runaway Market Leader13

Google+: Jury Still Out15

Digital Advertising: Runaway Market Leader17

Google Ventures: One of the World’s Most Powerful VC Units19

Financial Condition and Outlook22

5 KEY SUCCESS Criteria 24

What is Google’s Core Strategy?27

Machine Consciousness28

Definitions28

Intelligent Machine28

Conscious Machine28

Self-aware Machine28

Machine Consciousness: Will Google Get There First?31

Future Growth Markets31

Advertising Won’t Cut it in The Long Term31

Barriers to Continued Growth32

Litigation: Patents and Lawsuits32

Privacy Concerns32

Competition33

Regulation & Politics34

Major Market Segments36

Search: Google Web and Voice Search36

U.S.36

Worldwide37

Regional Differences38

Number of Searches per Searcher38

Time Spent Online39

Analysis40

Device Operating Systems: Android47

Market Data47

Market Structure47

Android Fragmentation: Is this really a problem?49

Google’s Strategy50

Future Evolution50

Social Media: YouTube54

Site Traffic: Growth Trends55

Unique Viewers55

Videos Viewed57

Minutes per Viewer58

Total Video Minutes Viewed59

Total Streaming Ads Viewed60

Revenue Estimate for YouTube61

Profitability Calculation62

Competition65

Social Networks: Google +67

Status67

Analysis: Differences between Google+ and Facebook68

Conclusion70

Digital Advertising Network: AdWords, AdSense and GDN71

AdWords (Oct 00)71

How AdWords Works and Why it Has Been so Successful71

Cost of AdWords73

AdSense (Oct 03)74

Google Display Network (GDN)75

Analysis76

Impact on Ad Agencies77

Impact on Publishers77

Cookies77

Privacy78

Summary78

Other Markets (Listed in Chronological Order)79

Google News (Sept 02)79

Google Books (Dec 03)80

Orkut (Jan 04)81

Gmail (Apr 04)82

Google Maps (Feb 05)83

Google Mobile Search (Jun 2005)84

Google Earth (Jun 05)85

Google Talk (Aug 05)86

Google Analytics (Nov 05)87

Google Finance (Mar 06)88

Google Translate (Apr 06)89

Google Checkout (Jun 06)90

Chrome Browser (Sept 06)91

Google Docs and Sheets (Oct 06)93

Google Street View (May 07)94

Google Voice (Mar 09)95

Nexus (Jan 10)97

Google TV (May 10)98

Google Wallet (May 11)99

Chromebook (May 11)102

Chromebook Product Evolution102

Analysis103

Google Play (Mar 12)105

App Downloads105

Comparison between Apple iTunes and Google Play105

Google Drive (Apr 12)107

Google Glass (Apr 2012)108

Description108

Analysis109

Google Shopping (May 12)110

Hangouts on Air (May 12)112

Service Outline112

Competition112

Google Now (Jun 12)114

Google Play Music All Access (May 13)116

Hangouts (May 13)117

Google+ Photos (May 13)119

Chromecast (Jul 13)125

Description125

Competition125

Summary126

Project Ara (Oct 2013)127

Outline127

Ara Hardware Platform127

Licensing Terms128

Analysis130

Pace of innovation130

Is Google is capable changing the smartphone hardware market?133

Summary134

Google Ventures & Google Acquisitions136

Analysis139

Financial Condition and Outlook139

5 KEY SUCCESS Criteria 141

Success Criteria141

So How Does Machine Consciousness Score?143

What is Google’s Core Strategy?145

Machine Consciousness146

Some Personal Remarks146

Definitions: Intelligent Machine, Conscious Machine and Self-aware Machine147

Intelligent Machine147

Conscious Machine147

Self-aware Machine147

Machine Consciousness: Will Google Get There First?148

Future Growth Markets151

Advertising Won’t Cut it in The Long Term151

A Candidate Future Market152

Barriers to Continued Growth154

Litigation: Patents and Lawsuits154

Privacy Concerns155

Competition156

Regulation & Politics158

Conclusion: A (Scary) Vision of the Future161

Financials: Google’s Historic Results164

Google Detailed Financial History: 1999 – 2013164

Google Revenue: 2005 - 2013165

Google Major Operating Costs: 2003 - 2013166

Google Net Income: 2003 - 2013167

Google Payout to AdSense Publishers: 2006 - 2013168

Google Operating Cashflow and Total Cash Position – Worldwide: 2004 - 2013169

Google Revenue by Product Segment: 2005 - 2013170

Google Revenue by Geographic Region: 2005 - 2013171

Google Employee Analysis: 2005 - 2013172

Forecasts: Google Revenue Projection173

Google Revenue Projection: 2011 – 2018173

Google Total Revenues: 2011 - 2018174

Google Total Revenues by Segment: 2011 - 2018175

Google Advertising Revenues: 2011 - 2018176

Appendix177

Regions & Countries177

Market Forecasts178

 

Report Highlights




  • Profiles of 36 Google products
  • Detailed historic financial data
  • Powerful market insights
  • 180 pages, 52 tables & figures
  • Market forecasts
  • Future growth outlook

Ordering Information

Title: Google: The Web's Most Powerful And Visionary Company
Pages: 180
Updated: 15 May 2014
License: Single User
Format: PDF
Delivery: Email and Online.
Price: £395
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