GOOG Off As Market Rises Stocks are rising on a report that the number of claims for
unemployment benefits remained at a level consistent with modest job growth. Shares of GOOG are off slightly, however. Catalysts include continued
Android momentum in the smartphone and tablet markets worldwide; Motorola acquisition approval and integration; regaining ground in China; resurgence of
Google TV; the roll-out of
Google Music, social network Google+ and Google Wallet; and progress in other newer initiatives (location-based services, mapping, gaming, daily deals, etc.). The stock trades at approximately
13.2x Enterprise Value / EBIT.
There Were 3.7 Million Android Activations Over The Holiday Weekend (VentureBeat) Android devices more than doubled their typical activation rate over the Christmas weekend, with 3.7 million devices activated, according to a Tweet by Google's Andy Rubin. This follows up a recent revelation that Google is activating more than 700K Android devices a day. At this rate, it seems certain that Android will hit the magical 1 million daily activation milestone at some point this year. Both Android and iOS saw record-high activations during Christmas, reaching a massive 6.8 million activations between the two platforms.
Read » Google+ Growing Fast, Adding More Than 600K Users A Day (BusinessWeek) Google is adding 625,000 new users a day to the Google+ social-networking service,
which may total 400 million members by the end of next year, according to Paul B. Allen, the founder of Ancestry.com. The site’s popularity has accelerated in recent weeks, with almost a quarter of its total user base joining in December alone. Of course, Google aims to challenge the social-networking supremacy of Facebook's more than 800 million members.
Read » FTC Will Potentially Take A Look At Google's New Travel Practices (Bloomberg) Google's strategy to put its own travel services at the top of search results could ignite antitrust lawsuits. Gary Reback, an antitrust lawyer at Carr & Ferrell LLP, believes this is not a new problem for Google. There was absolutely no agreement with the DOJ that stated they could do this. Several years ago Google started preferring its own products against rivals, but at that time it didn't have travel. The FTC has since taken over the Google investigation and they are investigating a long list of Google practices, travel will likely be rolled in that investigation. As a comparison, Bing does the same thing, however
Microsoft is not considered a large competitor in search.
Read » Pentagon Approves Android Devices For Department Of Defense (BGR) In a recent Security Technical Implementation Guide, the DoD approved the use of Android-powered devices by its staff (Dell Venue), with qualifications: the device must be running Android 2.2 and have the Android Market stripped from its core in order to be used by staff. Apple’s iPhones and iPads are also being tested by the Defense Information Systems Agency, however have not yet been approved. Installing DoD third-party security software was more difficult on iOS than Android’s open-source framework. Additionally, government officials said they were uncomfortable with Apple’s ability to track user location.
Read » Daily Trader: Is It Too Late To Buy Google Stock? (The Motley Fool) No one likes to feel left out or be late to a party. Is Google stock too late to consider buying in? Has that ship has already sailed? Google has positioned itself as an irreplaceable force within the Internet. While its broad approach to experimentation has certain risks, it has reaped plenty of rewards from the strategy. The rewards may be harder to quantify, but their moat-building effects on top-line revenue speak for themselves. With Android leading the mobile revolution, Google has plenty of upside from here. The verdict: It's not too late; Google is still a buy.
Read » Online Holiday Spending Hits Record $35 Billion (comScore) Aren't we in a recession? Online holiday shopping for 2011 finished at an all-time high of $35.3 billion, up 15% from last year's sales figures. "Holiday e-commerce spending has remained strong throughout the season, and we have now reached a record $35 billion in U.S. online sales for the season-to-date," according to comScore Chairman Gian Gulgoini. The increase could be directly attributed to a rush of mobile devices (iOS and Android). The week ending December 25 alone saw $2.8 billion in spending, an increase of 16% over the year prior.
Read » 
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