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Submitted by Scott Cleland on Wed, 2008-06-18 14:17
Google took substantial market share from their Internet advertising competitors in 1Q08. Google's U.S. Internet advertising revenue grew ~7% sequentially from 4Q07 to 1Q08, while the Internet advertising revenues of Google's competitors fell ~8% during that same period, per newly released IAB figures and Google's 4Q08 figures.
In 1Q08 Google now controls ~45% of all U.S. Internet advertising revenues, which is up from ~42% in 2007, which is up from 35% in 2006, and which is up from 30% in 2005 -- according to base numbers reported by IAB and Google.
Submitted by Scott Cleland on Tue, 2008-06-17 12:43
To the extent Google and Yahoo's new partnership in search and display advertising diminishes #2 Yahoo's viability to competitively discipline #1 Google's dominance of search and online advertising, online marketers and advertisers need Google-Yahoo to commit to respect a "Marketer Bill of Rights."
Marketer's Bill of Rights for the Google-Yahoo Cartel:
U.S. marketers do not currently enjoy, but should have the right to:
Submitted by Scott Cleland on Fri, 2008-06-13 00:34
The new Google-Yahoo partnership to better converge the search and display markets is skating on thin antitrust ice that will only get thinner over time -- unless Microsoft or some unknown competitor somehow starts taking lots of market share from the new Goohoo.
What are the important takeaways here?
First, at core, the Google-Yahoo partnership is clearly about trying to snuff out Microsoft as a competitive force on the web.
Submitted by Scott Cleland on Thu, 2008-06-12 13:56
In two speeches this week, Google's CEO illuminated more about Google's master plan to "change the world" -- with minimal accountability.
To be fair, I am connecting two ideas from separate speeches by Google's CEO Eric Schmidt this week, that were shared separately but need to be connected to put them into better context.
Submitted by Scott Cleland on Tue, 2008-06-10 10:15
I couldn't help to notice yesterday that Google CEO Schmidt didn't take any questions from reporters who were in attendance or meet with the reporter pool afterwards, which is customary for speaking venues like Dr. Schmidt's speech Monday at the Economic Club of Washington.
What's Google got to hide in Washington?
Bottom line: It appears the only kind of "free press" that Google embraces is its advocacy group ally that calls itself FreePress, which is the operation which de facto runs point for Google's net neutrality public policy agenda in Washington.
Submitted by Scott Cleland on Fri, 2008-06-06 18:18
Given that Google CEO Eric Schmidt is delivering a major speech at the Economic Club of Washington Monday June 9th lunch, given that Google's business model is all about delivering "relevancy" to users, and given that Google's public policy mantra is "openness," I have assembled some suggested Washington-relevant questions for reporters and others to ask Dr. Schmidt at and after this open forum.
Unleashed: Transcript of Griffin/Cleland talk on Google, net neutrality, monopolies, click fraud, privacySubmitted by Scott Cleland on Thu, 2008-06-05 19:05
For those who like the written format, here is the link to the transcript of Chip Griffin's interview of me on all things Google.
This interview turned out to be one of the most comprehensive and in-depth discussions I have had on all things Google -- that's been captured for web listening or reading.
Submitted by Scott Cleland on Tue, 2008-06-03 18:41
Here is the link to Chip Griffin's 28 minute interview of me on "Conversations with Chip Griffin," an in-depth conversation about many of the reasons why I believe Google is becoming such a big problem and why I personally spend so much time focused on Google.
I believe you will find it an informative, interesting, and entertaining interview covering all things Google, the online economy, net neutrality etc.
Submitted by Scott Cleland on Mon, 2008-06-02 15:30
Does Google warrant the current exceptional leap-of-faith in the integrity of its dominant ad auction model, given its near total lack of openness, transparency, independent auditability, or third party oversight? There is a growing body of evidence that Google does not.
Why a lack of openness sullies the integrity of Google's ad auctions.
First, it is widely accepted that public markets operate best when open and transparent.
Google's ad auction model has become one of the world's most important public markets. Google is increasingly becoming the world's primary public information broker. Google brokers:
Google is also not open or transparent.
Submitted by Scott Cleland on Wed, 2008-05-28 17:10
In monitoring Google as closely as I do, it has become increasingly clear that Google does not believe it has to obey the rules, standards, regulations and laws, that others routinely obey and respect. Google increasingly operates like a self-declared, virtual sovereign nation, largely unaccountable to the rules and mores of the rest of the world.
Is Google accountable to anyone?
First, can public shareholders hold Google accountable?