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Can Google Remain Search Leader on Mobile Platform?

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  • Description

    Wedbush Securities senior analyst James Dix on the outlook for Google.

  • Duration 3:34
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Investors are gearing up right now for Google's earnings after the bell we're gonna have a numbers story of course as soon as they crossed.

Biggest question on everyone's mind.

Is can Google keep up with FaceBook when it comes to mobile search.

Revenue it's a tough business James -- -- securities senior analyst has been -- talk about his expectations for Google and also what we should be looking for -- it.

Listen to be about clicks and revenue and advertising.

Can name make the mobile -- For work for the -- I think the mobile platform is working fairly well right now.

You know in certain markets it's accounted for over half.

Paid search growth -- those are markets like in the United Kingdom -- -- actually Google's.

Beating my expectations in terms of overall numbers from other challenges on the mobile platform -- absolutely you know -- advertisers will pay less for click on the mobile platform.

But on death.

-- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- We're looking at the estimates imply that the -- -- -- -- -- because here's the thing do you think that we are gonna get a surprise analysts are gonna get a surprise.

Because they're not a value -- in the quarter a specifically when it comes to the sale that they just completed.

Yeah I think that causes some muddy mess in terms of the overall consensus some analysts have probably pulled out Motorola home with an -- -- of December -- -- not -- a should say -- -- exactly set top boxes there and they wanna keep the phone part the set top so let someone else handle sure.

And so did it do you think that analysts have been late to the party and mean that that the chief investment officer came out on Friday and said.

-- -- not evaluating my company correctly you've got it this revenue is gonna be gone this could be a billion dollar shortfall in revenue.

And is the street -- press right.

You know analysts late -- yeah.

Now I mean it.

-- as to their plans and their financials for for that.

Nom so in defense of the analysts I would say -- -- -- might be a little late but that there's other issues with -- -- -- still have 67%.

Of US search traffic in this country mean it got such a powerful platform the name itself.

-- -- concerned are you about the FaceBook to the world -- covenant right now.

They wanna start doing search if you well -- -- they listen what they're they're gearing up to compete with the Google if you will they've debased at a chance.

Right I mean it seems like over the next couple years they're not likely to be a major -- they're just starting to get -- the search.

-- imparted comes down to what a consumer uses social network for vs what they use a search engine for advertisers might be more willing to get in the midst of your search is to provide a good answer and then.

Google gets to collect on that they might be less willing to get involved and who have social -- Okay they'll let me ask justify let you go again wanna go back to his mobile platforms -- -- think it's passing one of the key problems that many of these companies have had in Google goes along with the just like a FaceBook.

Is on the devices -- kind of space for those ads to come and that's a massive revenue problem for Google and -- that this has come up in quarters past yet.

They should be looking about like which today.

Yeah I mean you never know exactly what they're gonna -- on -- of a conference call about the dynamics of mobile vs desktop search and I do think relative to other types of devices you know other platforms.

Search is favored.

On the mobile device more than display for example and I think that's helping them near term and -- so much has changed in the last month about technology right ahead James sex -- securities.

Analyst thank you very much.

Thanks very much the -- numbers tell us our --

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