GOOGL - Google

[Xerxes]

it was on bloomberg saw couple of days ago

 

https://www.msn.com/en-gb/money/other/google-could-miss-out-on-innovation-due-to-antitrust-suit-palmisano/vi-BB1allJW

[D33pV4lue]

Really good quarter on all fronts. Interesting to note that Cloud ticked up in YoY growth. On the call, management said they will break this out as its own reporting segment so we should have some more visibility moving forward. GCP was growing substantially above that of the overall growth in cloud, which is interesting. Microsoft doesn't break out cloud revenue just growth but compared to Amazon at 9/30/19 AWS revenue was 3.8x that of Google Cloud at 9/30/20 it was 3.4x and Google earned 55% (of the revenue increase) of the dollars AWS did during the quarter. It's a small victory but a victory nonetheless. Google and to a lesser extent MSFT are the underdogs in this fight. Will be interesting to see how this plays out. 

[fareastwarriors]

Anyone has more insight on how significant this is for Google but also software in general?

 

https://www.cnbc.com/2021/04/05/supreme-court-rules-in-googles-favor-in-copyright-dispute-with-oracle-over-android-software.html

[LearningMachine]

1 hour ago, fareastwarriors said:

Anyone has more insight on how significant this is for Google but also software in general?

 

https://www.cnbc.com/2021/04/05/supreme-court-rules-in-googles-favor-in-copyright-dispute-with-oracle-over-android-software.html

Here is the actual ruling: https://www.supremecourt.gov/opinions/20pdf/18-956_d18f.pdf

I wouldn't place any bets based on this.  It is scoped to only APIs.  Theoretically, it means someone could try to expand the scope to not just a runtime API, but an OS API, e.g. Android itself, iOS or Windows.  However, the API owners have other ways to protect themselves, e.g. brand, other business models to monetize software, security fixes in the API implementation, having the API implementation integrated with their other services that no-one else can access, keeping the API surface/implementation evolving that will be hard for others to invest in, etc.  So, I wouldn't worry too much just based on this ruling. 

Edited April 5, 2021 by LearningMachine

[dwy000]

3 hours ago, LearningMachine said:

Here is the actual ruling: https://www.supremecourt.gov/opinions/20pdf/18-956_d18f.pdf

I wouldn't place any bets based on this.  It is scoped to only APIs.  Theoretically, it means someone could try to expand the scope to not just a runtime API, but an OS API, e.g. Android itself, iOS or Windows.  However, the API owners have other ways to protect themselves, e.g. brand, other business models to monetize software, security fixes in the API implementation, having the API implementation integrated with their other services that no-one else can access, keeping the API surface/implementation evolving that will be hard for others to invest in, etc.  So, I wouldn't worry too much just based on this ruling. 

I think it's more relevant to Oracle than Google.  Oracle bought Java when they acquired Sun Micro and since Java is the programming underpinning of so much software Oracle (being Oracle) sued claiming IP infringement (Android was apparently built using Java components).  There's no negative to either side really from this ruling, it's more that if Oracle won it would make them billions and billions as gatekeeper for so much software in use today.  I was a bit surprised at Oracle's strong showing today despite losing the case.  

[DooDiligence]

Wow!

www.wsj.com/articles/googles-secret-project-bernanke-revealed-in-texas-antitrust-case-11618097760