You are here
Additional evidence of Google's bias for its own content -- not a neutral search advertising platformSubmitted by Scott Cleland on Fri, 2008-08-15 18:00
GoogleBlogoscoped has flagged additional evidence that Google anti-competitively favors its own content over competitors in a good post: "Google allows itself a special ad."
The case builds...
Bottom line: How the DOJ ultimately rules on the Google-Yahoo ad partnership will tell us a lot about how much of the future online content economy Google will be allowed to de facto control.
Submitted by Scott Cleland on Thu, 2008-08-14 16:14
Does Google anti-competitively leverage its dominance in search to disadvantage its competitors, including Google's media competitors? New evidence suggests yes.
The evidence shows Google is not a neutral search engine or a neutral wholesaler of search services.
As I will show below:
Submitted by Scott Cleland on Tue, 2008-08-12 16:13
Harvard Business School Professor Benjamin Edelman posted his earlier House antitrust testimony on why the "Google Yahoo ad deal is bad for online advertising."
In short, it is a useful and concise read, for those closely following the Google Yahoo deal and those trying to determine whether or not the DOJ will have problems with the proposed online advertising partnership.
Submitted by Scott Cleland on Thu, 2008-07-31 16:23
Submitted by Scott Cleland on Tue, 2008-07-29 13:24
I was amused at the near total absence of business analysis in most of the coverage of, and commentary on, the new hyped "Cuil" search engine, the reportedly most-promising potential Google-beater.
Most commenters on Cuil totally miss that it is NOT their user perspective that determines success or failure of a search engine's business, but the BUSINESS perspective that matters.
Submitted by Scott Cleland on Thu, 2008-07-24 16:15
Knol, Google's newly announced online publishing service, is an ominous direct competitive threat to traditional newspaper/magazine/journal publishers, NOT a challenge to Wikipedia as many in content circles naively and wishfully think.
Wake up publishers/editors! Google, with by far the world's largest:
Submitted by Scott Cleland on Tue, 2008-07-22 22:03
Submitted by Scott Cleland on Thu, 2008-07-17 20:33
Growth: 39% YoY revenue growth on a ~$20b base, in a slowing global economy is impressive. Hats off to Google. Lots of network effects at work as Google sites revenue grew 42% YoY.
Tone: I did note the slightest whif of humility this quarter that external factors had some effect on Google's business, in stark contrast to last quarter's more bold statement that Google saw no effect of the external market or economy on Google's business.
DoubleClick: As I suspected, CEO Schmidt said in an answer to a question, that Doubleclick was going well but that he would not break out any information -- in Google's well-established sorry-Charlie-style... no insight or guidance for you... The only thing interesting that was said about DoubleClick was indirect, in that Sergey Brin said that the big problem in display is that it is highly-fragmented." Couple that with CEO Schmidt indicating that Google was only months away fom offering a one-stop advertising solution, one can surmise that Doubleclick will indeed prove to be a material growth kicker to help Google fight off some of the natural drag of the law of large numbers.
Mention most worth follow-up: In Q&A my ears perked up when the CFO explained part of a cost jump was "legal costs" and CEO Schmidt chimed in that these costs were "bursty." I am amazed that a $20b company that gives minimal detail would mention that legal costs were a factor. Do you know how unusually big a legal number has to be to pop up in an earnings call? Did they settle some case that we don't know about? or is the Viacom-Youtube discovery work a lot more costly than Google has let on? Something is amiss and worthy of followup.
Submitted by Scott Cleland on Tue, 2008-07-15 19:07
Anyone interested in Google's increasing dominance or the Google-Yahoo partnership should read Andrew Orlowski's great piece in The Register: "Google the mother of antirust battles?"
Submitted by Scott Cleland on Sun, 2008-07-13 18:35
In advance of the Senate and House antitrust hearings on Google-Yahoo, I thought it would be useful to debunk some of the primary antitrust myths you will likely hear.
Myth #1: There can’t be an antitrust problem as long as consumers are just one click away from a competitive search engine.