Google's Searching for Mobile Help (Update 1)
In Facebook's most recent quarter, earnings from mobile were far better than expected, so it's crucial that Google show a similar trajectory, or risk having more doubt placed on the company's efforts in this area.
There's also the matter of Google's Motorola acquisition. Last week Google put out an intriguing blog post discussing the sale of Motorola Home , which it announced in December. In the post, Google noted that results from Motorola Home "will be presented as a separate line item in our 2012 consolidated statements of income." Essentially, it's telling Wall Street not to bother with these results due to the sale. It remains to be seen whether they weigh on overall numbers.
As Google starts to drive meaningful revenue from hardware, including its Nexus line of smartphones and tablets, anything out of the Motorola division will be heavily scrutinized. Android is the leading mobile operating system in the world, but making money off it is another story.
We'll find out soon enough whether Google has proved its ability to make money from mobile, or whether the search result has "timed out."
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--Written by Chris Ciaccia in New York
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