Where Alphabet’s Growth came from in Q4 2016

Alphabet reported its financial results for Q4 2016 last week and posted very healthy year on year growth of 22%, its strongest growth since 2013, and far higher than its average growth from 2014-2015 of...

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Jan Dawson / January 31st, 2017
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Microsoft and Qualcomm’s New Partnership for Low Cost Laptops

Chromebooks have been selling well, especially in education markets. These stripped-down notebooks basically run web browsers and anything you can do in a web browser can be done on a Chromebook. Education markets value them...

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Tim Bajarin / December 21st, 2016

Google’s Potential Strategic Blunder with Pixel

A few posts came out yesterday that provided greater clarity on Google’s ambitions with Pixel and how those ambitions may impact the overall Android ecosystem. First, an interview with Hiroshi Lockheimer came out yesterday where...

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Ben Bajarin / October 6th, 2016
Google search

Why “Made by Google.”

Understanding the why behind so many things is perhaps the single most important knowledge we can strive for. I’ve been saying all week I was hoping Google would explain why they needed to make their...

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Ben Bajarin / October 5th, 2016
Google search

Questions for Google’s Big Event

Google is holding an event today where it’s expected to unveil several new products — a new phone, its Home speaker device, and possibly a new operating system named Andromeda. As usual, what’s leaked are...

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Jan Dawson / October 4th, 2016
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Contrasting Apple and Alphabet’s Approaches to Healthcare

A little while ago, I wrote a post on tech companies’ efforts in the education sector and how I felt they were lacking (I subsequently wrote a follow-up post about Apple’s Swift Playgrounds app being a...

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Jan Dawson / September 13th, 2016

Unpacked: Amazon Echo, Siri, OK Google Frequency of Use

One of the thing we sought to understand in our quantitative study of Amazon’s Echo, Apple’s Siri, and Google’s Ok Google was how often people are using their voice to interact with their devices. We...

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Ben Bajarin / June 6th, 2016

Google’s Custom Chip may be the Biggest I/O Announcement

Near the end of Google’s two hour I/O keynote, they snuck an announcement in which may be the biggest deal of the whole event. Google officially announced a project they have been working on for...

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Ben Bajarin / May 19th, 2016
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The Big Six in Q1 2016

Every quarter, once earnings season is over, I put together a set of comparisons for the “big six” consumer technology companies: Alphabet, Amazon, Apple, Facebook, Microsoft, and Samsung. The full analysis goes into a deck...

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Jan Dawson / May 16th, 2016
Google search

Google’s EU Antitrust Battle

In a less than surprising move, the EU has declared Google in breach of antitrust regulations and has abused its dominance. There are three major arcs to their claims: In today’s Statement of Objections, the...

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Ben Bajarin / April 21st, 2016

Why Google needs an iOS Keyboard: Desktop Search is Dying

An iPhone, a keyboard: can Google replace Apple’s? Casey Newton’s scoop at The Verge, revealing Google is developing a third-party keyboard for iOS, is one of those revelations which doesn’t surprise, it just slots in...

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Charles Arthur / March 29th, 2016

What We’ll Learn from Alphabet’s First Earnings

On Monday, Google holding company Alphabet will announce its first earnings under its new reporting structure. This past week, the company provided some information about exactly how it will break down its reporting between the...

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Jan Dawson / February 1st, 2016
Google search

Dissecting Google’s Apple Relationship

Bloomberg reported this past week that, based on a court transcript from the Oracle-Google lawsuit, Google paid Apple $1 billion in 2014 to be the default search engine in Safari on iOS. The transcript has...

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Jan Dawson / January 25th, 2016

Fairly Confident Predictions for 2016

A couple of other Tech.pinions contributors have already outlined some predictions for 2016 but, in my first Insiders post of the year, I thought I’d chime in too. The predictions below are mostly ones I’m fairly...

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Jan Dawson / January 4th, 2016
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Revenue Streams Automakers Reap from Smarter Cars

At CES in 2013, I had lunch with Glen Lurie, then the GM of ATT’s mobile business. At the time, he told me of his vision of equipping all cars with a cellular wireless radio...

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Tim Bajarin / December 28th, 2015
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Why Google is at a Major Crossroads

For the last few months, we have been writing about the fact that millions of people, especially the younger generation, came into the digital age via smartphones. More importantly, their primary OS has been Apple’s...

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Tim Bajarin / December 8th, 2015

Comparing the “Big 6” Consumer Tech Companies

After earnings season ends, I always like doing some comparisons between some of the largest and most important consumer technology companies to see how they measure up on key financial and operating metrics. I’ve shared...

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Jan Dawson / November 30th, 2015
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Google’s Continued Onslaught of Microsoft with Pixel C

I’d like to dive in a little deeper on Tim’s article of earlier today and address a few points. Over the past few months, we have been having some heart to heart conversations with those...

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Ben Bajarin / September 30th, 2015

Google Event Preview

Tomorrow, Google will be announcing a range of new devices as well as finalizing the latest version of Android, code-named “Marshmallow”. At this point, a great deal is known about what will be announced, based...

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Jan Dawson / September 28th, 2015

Can Android save the PC Industry?

A few months ago, I wrote a piece in Tech.pinions asking if “Android is the new Windows?” In the article I pointed out that, when the PC was the center of our universe, Windows was...

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Tim Bajarin / September 4th, 2015

Why Android Wear is Critical for the Smart Watch Category

Earlier this year, I published a brief report on the smartwatch market opportunity. A key part were several scenarios I laid out. Here is that section of my report: • The vast majority of watches...

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Ben Bajarin / September 1st, 2015

The Rise of First-Party Pre-Installed Apps

Next week should see the announcement of Apple’s latest iPhones and, about ten days later, their availability and the public release of iOS 9. Among other features, one of the interesting things to note is...

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Jan Dawson / August 31st, 2015
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Google, Apps, and the Closed Web

The accusations Google has been manipulating search results have been happening for some time. It was this last article I read on the subject which brought about a thought. We shouldn’t blame Google for manipulating...

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Ben Bajarin / July 7th, 2015

Why Context is the Next Battleground for Apple, Google and Microsoft

At this year’s Google I/O Conference, the company announced Now On Tap, the next-gen version of its Google Now digital assistant, which can contextually improve how you experience apps using an updated machine learning algorithm...

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Tim Bajarin / June 16th, 2015

Understanding Android to iPhone Switching

There are several dynamics I want to explore about Android-to-iPhone switchers. I’ve seen enough data to suggest double digit percentages of Apple’s iPhone sales the past few quarters came from consumers switching from Android. The...

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Ben Bajarin / June 6th, 2015
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