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Antitrust

Translating Google's spectacular earnings call

Google turned in another awe-inspring financial performance in 1Q07. Pick your news report for the basics. All you need to know is revenue growth was up 63%. Wow!

  • Derek Brown of Cantor Fitzgerald said in the Washington Post today:
    • "I am basically convinced that no company in history has put up the type of finanical performance that Google has put up from a growth and financial perspective for as long as they have done it."
  • It's hard to disagree with him. There is no other example.
  • They are a jugernaut.

Let me translate some of the earnings call:

Top 10 questions for reporters/analysts to ask Google on its earnings call

Given my recent 10-page white paper which analyzes the antitrust and competitive implications of the Google-DoubleClick merger, I thought it would be helpful public service to pose some questions that reporters/analysts consider asking Google's CEO Mr. Schmidt on Google's earnings call.

  1. Does Google have a 50% "antitrust dominant" share of the search market?
  2. Is search the new Internet browser?
  3. Is search the largest Internet access gatekeeper?
  4. Is Google the new Microsoft of the Internet?
  5. Would the DoubleClick acquisition foreclose competition in the Internet advertising market?

How Google-Double-Click is exploiting antitrust law's soft underbelly

The news of Google acquiring Double-Click prompted me to spend a good part of my weekend analyzing the competitive implications of this seminal proposed acquisition for the future of the Internet.

My analysis focused on answering the following key questions of interest:

  • What is Google's real competitive endgame with DoubleClick?
  • Why is this acqusition likely to pass antitrust muster?
  • Why will Google increasingly dominate Internet search?
  • What other anticompetitive behaviors by Google position Google to dominate Internet advertising?

Summary of my conclusions:

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Q&A One Pager Debunking Net Neutrality Myths