GOOG Q3 表現令人驚艷
Posted in Google, Investment on Oct 15th, 2009
在 Earnings Call 當中，財務長提到 Mobile Search Q/Q 成長 30%，未來 Mobile Search 將是獲利成長的一大引擎。發展 Android 中長線來看到底是不是正確的策略呢？至少我已經在電視、戶外廣告看到不少 Android Phone 的廣告了，如果第一步是讓手機硬體廠商接受這款 OS，那麼這個初步目標已經達成。加上 Nokia Q3 財報挺慘的，消費者轉向擁抱 Smart Phone 的態勢已經非常明顯。
GOOG 財務長 Patrick Pichette 回應內容：
Again, we don’t give the detail numbers. On a quarter over quarter basis, mobile searches grew 30% on Google. It tells you something about the mobile space, the smartphones, and how they are transformative. They are basically transforming how people live on a mobile basis. If we move forward the adoption of these mobile phones by lowering the cost because it is open source, think of how many searches [that will produce].
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