SlideShare una empresa de Scribd logo
1 de 2
Google Decode: Q2 2015
©2015 Fivesight Research LLP,www.fivesightresearch.com Copying Prohibited Page 1
Contents
About This Report ............................................................................................................... 3
Executive Summary............................................................................................................. 4
Q2 Earnings Call .................................................................................................................. 5
Product News.................................................................................................................... 10
Project Fi ..........................................................................................................................11
YouTube Paid Subscriptions...............................................................................................12
YouTube Gaming...............................................................................................................12
Sidewalk Labs....................................................................................................................12
Google Now Update..........................................................................................................13
Nest Launches Nest Cam....................................................................................................13
Google I/O......................................................................................................................... 13
Android MRelease............................................................................................................13
Android Wear...................................................................................................................14
Internet of Things (IoT)......................................................................................................14
Machine Learning..............................................................................................................15
Now on Tap ......................................................................................................................16
Google Photos...................................................................................................................16
InternetAccess .................................................................................................................17
Virtual Reality ...................................................................................................................17
Market Position................................................................................................................. 17
Search Market...................................................................................................................17
Digital Advertising Market..................................................................................................20
Google Share ................................................................................................................21
Facebook Share.............................................................................................................22
Mobile Market..................................................................................................................23
Competitive Implications...............................................................................................24
Google Q2 Acquisitions..................................................................................................... 26
References......................................................................................................................... 27
Google Decode: Q2 2015
©2015 Fivesight Research LLP,www.fivesightresearch.com Copying Prohibited Page 2
Table of Contents for Figures and Tables
Figure 1: Google Quarterly Revenues ................................................................................. 6
Figure 2: Operating Income and Margin............................................................................. 7
Figure 3: Costs and Expenses.............................................................................................. 8
Figure 4: Capex Trend ......................................................................................................... 8
Figure 5: Headcount Growth .............................................................................................. 9
Figure 6: Paid Click Growth vs. Cost per Click................................................................... 10
Figure 7: Project Fi ............................................................................................................ 11
Figure 8: Android Wear Watch ......................................................................................... 14
Figure 9: Brillo Components ............................................................................................. 15
Figure 10: Project Weave.................................................................................................. 15
Figure 11: Neural Network Improvements to Speech Recognition.................................. 16
Figure 12: Monthly Share of Desktop Searches................................................................ 18
Figure 13: Monthly Share of Global Searches................................................................... 18
Figure 14: Quarterly U.S. Digital Advertising Revenues.................................................... 21
Figure 15: Market Share U.S. Digital Advertising.............................................................. 22
Figure 16: Facebook Advertising Revenues...................................................................... 23
Figure 17: Mobile OS Share............................................................................................... 24
Table 1: Smartphone Vendor Share of Shipments ........................................................... 24
Table 2: Google Q2 Acquisition Summary ........................................................................ 26

Más contenido relacionado

Último

Dubai=Desi Dubai Call Girls O525547819 Outdoor Call Girls Dubai
Dubai=Desi Dubai Call Girls O525547819 Outdoor Call Girls DubaiDubai=Desi Dubai Call Girls O525547819 Outdoor Call Girls Dubai
Dubai=Desi Dubai Call Girls O525547819 Outdoor Call Girls Dubaikojalkojal131
 
Dubai Call Girls Milky O525547819 Call Girls Dubai Soft Dating
Dubai Call Girls Milky O525547819 Call Girls Dubai Soft DatingDubai Call Girls Milky O525547819 Call Girls Dubai Soft Dating
Dubai Call Girls Milky O525547819 Call Girls Dubai Soft Datingkojalkojal131
 
Russian Call Girls Pune (Adult Only) 8005736733 Escort Service 24x7 Cash Pay...
Russian Call Girls Pune  (Adult Only) 8005736733 Escort Service 24x7 Cash Pay...Russian Call Girls Pune  (Adult Only) 8005736733 Escort Service 24x7 Cash Pay...
Russian Call Girls Pune (Adult Only) 8005736733 Escort Service 24x7 Cash Pay...SUHANI PANDEY
 
Real Escorts in Al Nahda +971524965298 Dubai Escorts Service
Real Escorts in Al Nahda +971524965298 Dubai Escorts ServiceReal Escorts in Al Nahda +971524965298 Dubai Escorts Service
Real Escorts in Al Nahda +971524965298 Dubai Escorts ServiceEscorts Call Girls
 
Yerawada ] Independent Escorts in Pune - Book 8005736733 Call Girls Available...
Yerawada ] Independent Escorts in Pune - Book 8005736733 Call Girls Available...Yerawada ] Independent Escorts in Pune - Book 8005736733 Call Girls Available...
Yerawada ] Independent Escorts in Pune - Book 8005736733 Call Girls Available...SUHANI PANDEY
 
Pune Airport ( Call Girls ) Pune 6297143586 Hot Model With Sexy Bhabi Ready...
Pune Airport ( Call Girls ) Pune  6297143586  Hot Model With Sexy Bhabi Ready...Pune Airport ( Call Girls ) Pune  6297143586  Hot Model With Sexy Bhabi Ready...
Pune Airport ( Call Girls ) Pune 6297143586 Hot Model With Sexy Bhabi Ready...tanu pandey
 
VIP Call Girls Pollachi 7001035870 Whatsapp Number, 24/07 Booking
VIP Call Girls Pollachi 7001035870 Whatsapp Number, 24/07 BookingVIP Call Girls Pollachi 7001035870 Whatsapp Number, 24/07 Booking
VIP Call Girls Pollachi 7001035870 Whatsapp Number, 24/07 Bookingdharasingh5698
 
VIP Model Call Girls Hadapsar ( Pune ) Call ON 9905417584 Starting High Prof...
VIP Model Call Girls Hadapsar ( Pune ) Call ON 9905417584 Starting  High Prof...VIP Model Call Girls Hadapsar ( Pune ) Call ON 9905417584 Starting  High Prof...
VIP Model Call Girls Hadapsar ( Pune ) Call ON 9905417584 Starting High Prof...singhpriety023
 
Shikrapur - Call Girls in Pune Neha 8005736733 | 100% Gennuine High Class Ind...
Shikrapur - Call Girls in Pune Neha 8005736733 | 100% Gennuine High Class Ind...Shikrapur - Call Girls in Pune Neha 8005736733 | 100% Gennuine High Class Ind...
Shikrapur - Call Girls in Pune Neha 8005736733 | 100% Gennuine High Class Ind...SUHANI PANDEY
 
Real Men Wear Diapers T Shirts sweatshirt
Real Men Wear Diapers T Shirts sweatshirtReal Men Wear Diapers T Shirts sweatshirt
Real Men Wear Diapers T Shirts sweatshirtrahman018755
 
Ganeshkhind ! Call Girls Pune - 450+ Call Girl Cash Payment 8005736733 Neha T...
Ganeshkhind ! Call Girls Pune - 450+ Call Girl Cash Payment 8005736733 Neha T...Ganeshkhind ! Call Girls Pune - 450+ Call Girl Cash Payment 8005736733 Neha T...
Ganeshkhind ! Call Girls Pune - 450+ Call Girl Cash Payment 8005736733 Neha T...SUHANI PANDEY
 
Call Now ☎ 8264348440 !! Call Girls in Green Park Escort Service Delhi N.C.R.
Call Now ☎ 8264348440 !! Call Girls in Green Park Escort Service Delhi N.C.R.Call Now ☎ 8264348440 !! Call Girls in Green Park Escort Service Delhi N.C.R.
Call Now ☎ 8264348440 !! Call Girls in Green Park Escort Service Delhi N.C.R.soniya singh
 
Katraj ( Call Girls ) Pune 6297143586 Hot Model With Sexy Bhabi Ready For S...
Katraj ( Call Girls ) Pune  6297143586  Hot Model With Sexy Bhabi Ready For S...Katraj ( Call Girls ) Pune  6297143586  Hot Model With Sexy Bhabi Ready For S...
Katraj ( Call Girls ) Pune 6297143586 Hot Model With Sexy Bhabi Ready For S...tanu pandey
 
Nanded City ( Call Girls ) Pune 6297143586 Hot Model With Sexy Bhabi Ready ...
Nanded City ( Call Girls ) Pune  6297143586  Hot Model With Sexy Bhabi Ready ...Nanded City ( Call Girls ) Pune  6297143586  Hot Model With Sexy Bhabi Ready ...
Nanded City ( Call Girls ) Pune 6297143586 Hot Model With Sexy Bhabi Ready ...tanu pandey
 

Último (20)

(INDIRA) Call Girl Pune Call Now 8250077686 Pune Escorts 24x7
(INDIRA) Call Girl Pune Call Now 8250077686 Pune Escorts 24x7(INDIRA) Call Girl Pune Call Now 8250077686 Pune Escorts 24x7
(INDIRA) Call Girl Pune Call Now 8250077686 Pune Escorts 24x7
 
Dubai=Desi Dubai Call Girls O525547819 Outdoor Call Girls Dubai
Dubai=Desi Dubai Call Girls O525547819 Outdoor Call Girls DubaiDubai=Desi Dubai Call Girls O525547819 Outdoor Call Girls Dubai
Dubai=Desi Dubai Call Girls O525547819 Outdoor Call Girls Dubai
 
Dubai Call Girls Milky O525547819 Call Girls Dubai Soft Dating
Dubai Call Girls Milky O525547819 Call Girls Dubai Soft DatingDubai Call Girls Milky O525547819 Call Girls Dubai Soft Dating
Dubai Call Girls Milky O525547819 Call Girls Dubai Soft Dating
 
Russian Call Girls Pune (Adult Only) 8005736733 Escort Service 24x7 Cash Pay...
Russian Call Girls Pune  (Adult Only) 8005736733 Escort Service 24x7 Cash Pay...Russian Call Girls Pune  (Adult Only) 8005736733 Escort Service 24x7 Cash Pay...
Russian Call Girls Pune (Adult Only) 8005736733 Escort Service 24x7 Cash Pay...
 
Real Escorts in Al Nahda +971524965298 Dubai Escorts Service
Real Escorts in Al Nahda +971524965298 Dubai Escorts ServiceReal Escorts in Al Nahda +971524965298 Dubai Escorts Service
Real Escorts in Al Nahda +971524965298 Dubai Escorts Service
 
Yerawada ] Independent Escorts in Pune - Book 8005736733 Call Girls Available...
Yerawada ] Independent Escorts in Pune - Book 8005736733 Call Girls Available...Yerawada ] Independent Escorts in Pune - Book 8005736733 Call Girls Available...
Yerawada ] Independent Escorts in Pune - Book 8005736733 Call Girls Available...
 
Pune Airport ( Call Girls ) Pune 6297143586 Hot Model With Sexy Bhabi Ready...
Pune Airport ( Call Girls ) Pune  6297143586  Hot Model With Sexy Bhabi Ready...Pune Airport ( Call Girls ) Pune  6297143586  Hot Model With Sexy Bhabi Ready...
Pune Airport ( Call Girls ) Pune 6297143586 Hot Model With Sexy Bhabi Ready...
 
valsad Escorts Service ☎️ 6378878445 ( Sakshi Sinha ) High Profile Call Girls...
valsad Escorts Service ☎️ 6378878445 ( Sakshi Sinha ) High Profile Call Girls...valsad Escorts Service ☎️ 6378878445 ( Sakshi Sinha ) High Profile Call Girls...
valsad Escorts Service ☎️ 6378878445 ( Sakshi Sinha ) High Profile Call Girls...
 
Low Sexy Call Girls In Mohali 9053900678 🥵Have Save And Good Place 🥵
Low Sexy Call Girls In Mohali 9053900678 🥵Have Save And Good Place 🥵Low Sexy Call Girls In Mohali 9053900678 🥵Have Save And Good Place 🥵
Low Sexy Call Girls In Mohali 9053900678 🥵Have Save And Good Place 🥵
 
VIP Call Girls Pollachi 7001035870 Whatsapp Number, 24/07 Booking
VIP Call Girls Pollachi 7001035870 Whatsapp Number, 24/07 BookingVIP Call Girls Pollachi 7001035870 Whatsapp Number, 24/07 Booking
VIP Call Girls Pollachi 7001035870 Whatsapp Number, 24/07 Booking
 
VIP Model Call Girls Hadapsar ( Pune ) Call ON 9905417584 Starting High Prof...
VIP Model Call Girls Hadapsar ( Pune ) Call ON 9905417584 Starting  High Prof...VIP Model Call Girls Hadapsar ( Pune ) Call ON 9905417584 Starting  High Prof...
VIP Model Call Girls Hadapsar ( Pune ) Call ON 9905417584 Starting High Prof...
 
Shikrapur - Call Girls in Pune Neha 8005736733 | 100% Gennuine High Class Ind...
Shikrapur - Call Girls in Pune Neha 8005736733 | 100% Gennuine High Class Ind...Shikrapur - Call Girls in Pune Neha 8005736733 | 100% Gennuine High Class Ind...
Shikrapur - Call Girls in Pune Neha 8005736733 | 100% Gennuine High Class Ind...
 
Real Men Wear Diapers T Shirts sweatshirt
Real Men Wear Diapers T Shirts sweatshirtReal Men Wear Diapers T Shirts sweatshirt
Real Men Wear Diapers T Shirts sweatshirt
 
Ganeshkhind ! Call Girls Pune - 450+ Call Girl Cash Payment 8005736733 Neha T...
Ganeshkhind ! Call Girls Pune - 450+ Call Girl Cash Payment 8005736733 Neha T...Ganeshkhind ! Call Girls Pune - 450+ Call Girl Cash Payment 8005736733 Neha T...
Ganeshkhind ! Call Girls Pune - 450+ Call Girl Cash Payment 8005736733 Neha T...
 
Call Now ☎ 8264348440 !! Call Girls in Green Park Escort Service Delhi N.C.R.
Call Now ☎ 8264348440 !! Call Girls in Green Park Escort Service Delhi N.C.R.Call Now ☎ 8264348440 !! Call Girls in Green Park Escort Service Delhi N.C.R.
Call Now ☎ 8264348440 !! Call Girls in Green Park Escort Service Delhi N.C.R.
 
Katraj ( Call Girls ) Pune 6297143586 Hot Model With Sexy Bhabi Ready For S...
Katraj ( Call Girls ) Pune  6297143586  Hot Model With Sexy Bhabi Ready For S...Katraj ( Call Girls ) Pune  6297143586  Hot Model With Sexy Bhabi Ready For S...
Katraj ( Call Girls ) Pune 6297143586 Hot Model With Sexy Bhabi Ready For S...
 
Nanded City ( Call Girls ) Pune 6297143586 Hot Model With Sexy Bhabi Ready ...
Nanded City ( Call Girls ) Pune  6297143586  Hot Model With Sexy Bhabi Ready ...Nanded City ( Call Girls ) Pune  6297143586  Hot Model With Sexy Bhabi Ready ...
Nanded City ( Call Girls ) Pune 6297143586 Hot Model With Sexy Bhabi Ready ...
 
Russian Call Girls in %(+971524965298 )# Call Girls in Dubai
Russian Call Girls in %(+971524965298  )#  Call Girls in DubaiRussian Call Girls in %(+971524965298  )#  Call Girls in Dubai
Russian Call Girls in %(+971524965298 )# Call Girls in Dubai
 
6.High Profile Call Girls In Punjab +919053900678 Punjab Call GirlHigh Profil...
6.High Profile Call Girls In Punjab +919053900678 Punjab Call GirlHigh Profil...6.High Profile Call Girls In Punjab +919053900678 Punjab Call GirlHigh Profil...
6.High Profile Call Girls In Punjab +919053900678 Punjab Call GirlHigh Profil...
 
Call Girls in Prashant Vihar, Delhi 💯 Call Us 🔝9953056974 🔝 Escort Service
Call Girls in Prashant Vihar, Delhi 💯 Call Us 🔝9953056974 🔝 Escort ServiceCall Girls in Prashant Vihar, Delhi 💯 Call Us 🔝9953056974 🔝 Escort Service
Call Girls in Prashant Vihar, Delhi 💯 Call Us 🔝9953056974 🔝 Escort Service
 

Destacado

2024 State of Marketing Report – by Hubspot
2024 State of Marketing Report – by Hubspot2024 State of Marketing Report – by Hubspot
2024 State of Marketing Report – by HubspotMarius Sescu
 
Everything You Need To Know About ChatGPT
Everything You Need To Know About ChatGPTEverything You Need To Know About ChatGPT
Everything You Need To Know About ChatGPTExpeed Software
 
Product Design Trends in 2024 | Teenage Engineerings
Product Design Trends in 2024 | Teenage EngineeringsProduct Design Trends in 2024 | Teenage Engineerings
Product Design Trends in 2024 | Teenage EngineeringsPixeldarts
 
How Race, Age and Gender Shape Attitudes Towards Mental Health
How Race, Age and Gender Shape Attitudes Towards Mental HealthHow Race, Age and Gender Shape Attitudes Towards Mental Health
How Race, Age and Gender Shape Attitudes Towards Mental HealthThinkNow
 
AI Trends in Creative Operations 2024 by Artwork Flow.pdf
AI Trends in Creative Operations 2024 by Artwork Flow.pdfAI Trends in Creative Operations 2024 by Artwork Flow.pdf
AI Trends in Creative Operations 2024 by Artwork Flow.pdfmarketingartwork
 
PEPSICO Presentation to CAGNY Conference Feb 2024
PEPSICO Presentation to CAGNY Conference Feb 2024PEPSICO Presentation to CAGNY Conference Feb 2024
PEPSICO Presentation to CAGNY Conference Feb 2024Neil Kimberley
 
Content Methodology: A Best Practices Report (Webinar)
Content Methodology: A Best Practices Report (Webinar)Content Methodology: A Best Practices Report (Webinar)
Content Methodology: A Best Practices Report (Webinar)contently
 
How to Prepare For a Successful Job Search for 2024
How to Prepare For a Successful Job Search for 2024How to Prepare For a Successful Job Search for 2024
How to Prepare For a Successful Job Search for 2024Albert Qian
 
Social Media Marketing Trends 2024 // The Global Indie Insights
Social Media Marketing Trends 2024 // The Global Indie InsightsSocial Media Marketing Trends 2024 // The Global Indie Insights
Social Media Marketing Trends 2024 // The Global Indie InsightsKurio // The Social Media Age(ncy)
 
Trends In Paid Search: Navigating The Digital Landscape In 2024
Trends In Paid Search: Navigating The Digital Landscape In 2024Trends In Paid Search: Navigating The Digital Landscape In 2024
Trends In Paid Search: Navigating The Digital Landscape In 2024Search Engine Journal
 
5 Public speaking tips from TED - Visualized summary
5 Public speaking tips from TED - Visualized summary5 Public speaking tips from TED - Visualized summary
5 Public speaking tips from TED - Visualized summarySpeakerHub
 
ChatGPT and the Future of Work - Clark Boyd
ChatGPT and the Future of Work - Clark Boyd ChatGPT and the Future of Work - Clark Boyd
ChatGPT and the Future of Work - Clark Boyd Clark Boyd
 
Getting into the tech field. what next
Getting into the tech field. what next Getting into the tech field. what next
Getting into the tech field. what next Tessa Mero
 
Google's Just Not That Into You: Understanding Core Updates & Search Intent
Google's Just Not That Into You: Understanding Core Updates & Search IntentGoogle's Just Not That Into You: Understanding Core Updates & Search Intent
Google's Just Not That Into You: Understanding Core Updates & Search IntentLily Ray
 
Time Management & Productivity - Best Practices
Time Management & Productivity -  Best PracticesTime Management & Productivity -  Best Practices
Time Management & Productivity - Best PracticesVit Horky
 
The six step guide to practical project management
The six step guide to practical project managementThe six step guide to practical project management
The six step guide to practical project managementMindGenius
 
Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...
Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...
Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...RachelPearson36
 

Destacado (20)

2024 State of Marketing Report – by Hubspot
2024 State of Marketing Report – by Hubspot2024 State of Marketing Report – by Hubspot
2024 State of Marketing Report – by Hubspot
 
Everything You Need To Know About ChatGPT
Everything You Need To Know About ChatGPTEverything You Need To Know About ChatGPT
Everything You Need To Know About ChatGPT
 
Product Design Trends in 2024 | Teenage Engineerings
Product Design Trends in 2024 | Teenage EngineeringsProduct Design Trends in 2024 | Teenage Engineerings
Product Design Trends in 2024 | Teenage Engineerings
 
How Race, Age and Gender Shape Attitudes Towards Mental Health
How Race, Age and Gender Shape Attitudes Towards Mental HealthHow Race, Age and Gender Shape Attitudes Towards Mental Health
How Race, Age and Gender Shape Attitudes Towards Mental Health
 
AI Trends in Creative Operations 2024 by Artwork Flow.pdf
AI Trends in Creative Operations 2024 by Artwork Flow.pdfAI Trends in Creative Operations 2024 by Artwork Flow.pdf
AI Trends in Creative Operations 2024 by Artwork Flow.pdf
 
Skeleton Culture Code
Skeleton Culture CodeSkeleton Culture Code
Skeleton Culture Code
 
PEPSICO Presentation to CAGNY Conference Feb 2024
PEPSICO Presentation to CAGNY Conference Feb 2024PEPSICO Presentation to CAGNY Conference Feb 2024
PEPSICO Presentation to CAGNY Conference Feb 2024
 
Content Methodology: A Best Practices Report (Webinar)
Content Methodology: A Best Practices Report (Webinar)Content Methodology: A Best Practices Report (Webinar)
Content Methodology: A Best Practices Report (Webinar)
 
How to Prepare For a Successful Job Search for 2024
How to Prepare For a Successful Job Search for 2024How to Prepare For a Successful Job Search for 2024
How to Prepare For a Successful Job Search for 2024
 
Social Media Marketing Trends 2024 // The Global Indie Insights
Social Media Marketing Trends 2024 // The Global Indie InsightsSocial Media Marketing Trends 2024 // The Global Indie Insights
Social Media Marketing Trends 2024 // The Global Indie Insights
 
Trends In Paid Search: Navigating The Digital Landscape In 2024
Trends In Paid Search: Navigating The Digital Landscape In 2024Trends In Paid Search: Navigating The Digital Landscape In 2024
Trends In Paid Search: Navigating The Digital Landscape In 2024
 
5 Public speaking tips from TED - Visualized summary
5 Public speaking tips from TED - Visualized summary5 Public speaking tips from TED - Visualized summary
5 Public speaking tips from TED - Visualized summary
 
ChatGPT and the Future of Work - Clark Boyd
ChatGPT and the Future of Work - Clark Boyd ChatGPT and the Future of Work - Clark Boyd
ChatGPT and the Future of Work - Clark Boyd
 
Getting into the tech field. what next
Getting into the tech field. what next Getting into the tech field. what next
Getting into the tech field. what next
 
Google's Just Not That Into You: Understanding Core Updates & Search Intent
Google's Just Not That Into You: Understanding Core Updates & Search IntentGoogle's Just Not That Into You: Understanding Core Updates & Search Intent
Google's Just Not That Into You: Understanding Core Updates & Search Intent
 
How to have difficult conversations
How to have difficult conversations How to have difficult conversations
How to have difficult conversations
 
Introduction to Data Science
Introduction to Data ScienceIntroduction to Data Science
Introduction to Data Science
 
Time Management & Productivity - Best Practices
Time Management & Productivity -  Best PracticesTime Management & Productivity -  Best Practices
Time Management & Productivity - Best Practices
 
The six step guide to practical project management
The six step guide to practical project managementThe six step guide to practical project management
The six step guide to practical project management
 
Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...
Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...
Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...
 

Table of Contents Google Decode Q2 2015

  • 1. Google Decode: Q2 2015 ©2015 Fivesight Research LLP,www.fivesightresearch.com Copying Prohibited Page 1 Contents About This Report ............................................................................................................... 3 Executive Summary............................................................................................................. 4 Q2 Earnings Call .................................................................................................................. 5 Product News.................................................................................................................... 10 Project Fi ..........................................................................................................................11 YouTube Paid Subscriptions...............................................................................................12 YouTube Gaming...............................................................................................................12 Sidewalk Labs....................................................................................................................12 Google Now Update..........................................................................................................13 Nest Launches Nest Cam....................................................................................................13 Google I/O......................................................................................................................... 13 Android MRelease............................................................................................................13 Android Wear...................................................................................................................14 Internet of Things (IoT)......................................................................................................14 Machine Learning..............................................................................................................15 Now on Tap ......................................................................................................................16 Google Photos...................................................................................................................16 InternetAccess .................................................................................................................17 Virtual Reality ...................................................................................................................17 Market Position................................................................................................................. 17 Search Market...................................................................................................................17 Digital Advertising Market..................................................................................................20 Google Share ................................................................................................................21 Facebook Share.............................................................................................................22 Mobile Market..................................................................................................................23 Competitive Implications...............................................................................................24 Google Q2 Acquisitions..................................................................................................... 26 References......................................................................................................................... 27
  • 2. Google Decode: Q2 2015 ©2015 Fivesight Research LLP,www.fivesightresearch.com Copying Prohibited Page 2 Table of Contents for Figures and Tables Figure 1: Google Quarterly Revenues ................................................................................. 6 Figure 2: Operating Income and Margin............................................................................. 7 Figure 3: Costs and Expenses.............................................................................................. 8 Figure 4: Capex Trend ......................................................................................................... 8 Figure 5: Headcount Growth .............................................................................................. 9 Figure 6: Paid Click Growth vs. Cost per Click................................................................... 10 Figure 7: Project Fi ............................................................................................................ 11 Figure 8: Android Wear Watch ......................................................................................... 14 Figure 9: Brillo Components ............................................................................................. 15 Figure 10: Project Weave.................................................................................................. 15 Figure 11: Neural Network Improvements to Speech Recognition.................................. 16 Figure 12: Monthly Share of Desktop Searches................................................................ 18 Figure 13: Monthly Share of Global Searches................................................................... 18 Figure 14: Quarterly U.S. Digital Advertising Revenues.................................................... 21 Figure 15: Market Share U.S. Digital Advertising.............................................................. 22 Figure 16: Facebook Advertising Revenues...................................................................... 23 Figure 17: Mobile OS Share............................................................................................... 24 Table 1: Smartphone Vendor Share of Shipments ........................................................... 24 Table 2: Google Q2 Acquisition Summary ........................................................................ 26