Overview:

The Google Update Report provides timely analysis and projections about Google market prospects, products and applications, product and company integration, current and potential mergers and acquisitions, and more.

In this Google Update (Autumn 2011 Edition), we focus on a variety of news items and some developments within the competitive struggle between Google and others.

Some of the feature areas we address in this edition include M2M and connected (devices and vehicles), broadband wireless, mobile marketing, and the state of the Cloud (offerings, strategies, etc.), Internet TV, and Over-the-Top (OTT) communications, content, and applications.

This edition of course includes our regular coverage of Google competitors/partners, Google products/applications, and Google M&A activities, integrations, and targets.

Audience:

Competitors to Google: Any company that either already has or is contemplating a competing line-of-business, application, product, service, etc.
Investor Community: Investment banks, private equity, venture capital, angel fund investors, and any other entity seeking to invest in any venture that is impacted (positively or negatively) by Google
Small Companies and Start-up's: Any small company or start-up that has a new idea or business that could be impacted (positively or negatively) by Google
Others: Google continues to expand in depth and breadth of product areas and influence throughout many industries including search, media, communications, content, telephony, applications, and more. Google Market Intelligence provides a competitive advantage and insights for subscribers.

1.0 INTRODUCTION 4

2.0 MARKET UPDATE 5

2.1 GOOGLE METRICS 5

2.2 ANDROID CONTINUES TO DRIVE THE SMART PHONE MARKETPLACE 5

2.3 WIMAX AND LTE TO KILL THE WIFI MARKET? 5

2.4 E-BOOK MARKET AND FORECAST 6

2.5 IPTV MARKET AND FORECAST 6

2.6 VIDEO CALLING MARKET AND FORECAST 7

3.0 GOOGLE, CONNECTED, AND M2M 8

3.1 CONNECTED DEVICES 8

3.2 CONNECTED VEHICLES 8

3.3 MACHINE-TO-MACHINE (M2M) COMMUNICATIONS 8

3.4 CONNECTED VEHICLES AND M2M FORECASTS 10

3.5 GOOGLE OPPORTUNITIES IN M2M/CONNECTED VEHICLES 11

4.0 EVALUATING THE CURRENT STATE OF BROADBAND WIRELESS 12

4.1 DEVELOPMENTS IN WIMAX 12

4.2 DEVELOPMENTS IN LTE18

4.3 DEVELOPMENTS IN WIFI 21

5.0 EVALUATING THE CURRENT STATE OF MOBILE MARKETING 29

5.1 CURRENT STATE OF MOBILE MARKETING 29

5.2 MOBILE MARKETING FORECASTING 29

5.3 MOBILE MARKETING VS. MOBILE ADVERTISING 30

5.4 INNOVATIONS IN MOBILE MARKETING31

6.0 EVALUATING THE CURRENT STATE OF THE CLOUD 33

6.1 WHAT CLOUD AND WHY? 33

6.2 SNAPSHOT OF DEALS AND CLOUD-RELATED EVENTS 33

6.3 CLOUD COMPUTING FOR TELECOMMUNICATIONS OPERATORS 35

7.0 OVER THE TOP (OTT): EVALUATING INTERNET TV AND MOVIES 37

7.1 OTT INTERNET TV PROVIDERS 37

7.2 THE FIXED AND MOBILE CONNECTION 38

7.3 HYBRID TV 39

8.0 OVER THE TOP (OTT): VOIP, MVNO, AND SOCIAL NETWORKS 41

8.1 OVERVIEW 41

8.2 THE OTT VOIP/MVNO/SOCIAL OPPORTUNITY 41

8.3 THE OTT VOIP/MVNO/SOCIAL PLAYERS42

8.4 VISION AND MARKET DIRECTION 43

9.0 GOOGLE COMPETITOR AND PARTNER UPDATE 45

9.1 YAHOO: ARE WE WITNESSING THE DEATH THROWS OF A ONCE GREAT COMPANY? 45

9.2 GOOGLE VS. FACEBOOK: COMPETITIVE SNAPSHOT 46

9.3 FACEBOOK TO OFFER OWN PHONE IN 2013? 52

9.4 THE TABLES ARE TURNED: SIRI IS A COMPETITIVE THREAT TO GOOGLE MOBILE 52

9.5 FRING ADDS LIVE GROUP CHAT53

9.6 SOCIALDIAL SENDS SHOT ACROSS THE BOW AT TRADITIONAL TELEPHONY 54

9.7 MICROSOFT ACQUIRES VIDEOSURF 55

9.8 VERIZON EMBRACES LOCATION-BASED ADVERTISEMENTS 55

9.9 MVNO H2O ADDS 2GB TO UNLIMITED PLAN 55

9.10 ALCATEL-LUCENT DEVELOPS CLOUD-COMPUTING PLATFORM 56

10.0 GOOGLE PRODUCT AND APPLICATION NEWS AND ANALYSIS 57

10.1 GOOGLE MUSIC 57

10.2 BIG BREAK FOR GOOGLE APPS: GM MOVES 100K EMPLOYEES TO THE SAAS 58

10.3 GOOGLE EXPANSION INTO LBS WITH REAL-TIME TRAFFIC DATA58

10.4 GOOGLE AND SOCIAL: GOOGLE + PROVIDES BUSINESSES WITH BRANDED PAGE 58

10.5 GOOGLE WALLET AND CHECKOUT MERGE FOR IMPROVED SHOPPING 59

10.6 GOOGLE HAS A SECRET LAB? 59

11.0 GOOGLE ACQUISITIONS 60

11.1 GOOGLE ACQUIRES ZAGAT 60

11.2 GOOGLE ACQUIRES IBM PATENTS 60

11.3 GOOGLE MAKES ACQUISITIONS TO IMPROVE CURRENT PRODUCTS 60

11.4 GOOGLE MAY STILL ACQUIRE HULU? 61

12.0 GOOGLE REPORTS AND RELATED RESEARCH 62

Keywords:

Google, Yahoo, Facebook, Microsoft, Skype, Netflix, Amazon, Applications, Content, Commerce, Communications