Seeking Alpha: Android is a net negative for Google


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This is how Google shot itself in foot: Each additional Android user is likely already a Google user on the desktop, and encouraging them to use Google on their Android phone instead of their Windows desktop simply means downsizing their revenue from desktop ad dollars to mobile pennies. The more their phones are adopted and used, the more they cost to support via Google Play and other services, the less they earn from desktop ads, and the less they feel they need to serve other platforms, which would have earned them money without all the support costs associated with Android. The pyrrhic victory will ultimately end up burning Google?s cash flow. (via wmpoweruser.com)

Link: http://seekingalpha....et-share-part-i

This is how Google shot itself in foot: Each additional Android user is likely already a Google user on the desktop, and encouraging them to use Google on their Android phone instead of their Windows desktop simply means downsizing their revenue from desktop ad dollars to mobile pennies. The more their phones are adopted and used, the more they cost to support via Google Play and other services, the less they earn from desktop ads, and the less they feel they need to serve other platforms, which would have earned them money without all the support costs associated with Android. The pyrrhic victory will ultimately end up burning Google?s cash flow. (via wmpoweruser.com)

Link: http://seekingalpha....et-share-part-i

whats your point ?... android is simply a sub devision of google ... google ads and youtube are the revenue of their company (mostly) ... remember gangnam styles 1billion views ? imagine how many people watched an ad for that video ...I think they can afford to lose money if it means dominating a market its the game

whats your point ?... android is simply a sub devision of google ... google ads and youtube are the revenue of their company (mostly) ... remember gangnam styles 1billion views ? imagine how many people watched an ad for that video ...I think they can afford to lose money if it means dominating a market its the game

Company loosing money to gain market share or to even harm a competitor is understandable, but they are loosing bigger amount in one division to earn petty amount from other division.

Data mining is a huge source of profit these days, and thanks to Android, Google knows more about you than ever. Even if Android wasn't hugely profitable, Google was smart to jump into to mobile world to avoid becoming irrelevant. Microsoft realizes this which is why they're trying to force their way into the mobile realm with Windows 8, putting their flagship product at risk in the hopes of winning big.

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This is how Google shot itself in foot: Each additional Android user is likely already a Google user on the desktop, and encouraging them to use Google on their Android phone instead of their Windows desktop simply means downsizing their revenue from desktop ad dollars to mobile pennies. The more their phones are adopted and used, the more they cost to support via Google Play and other services, the less they earn from desktop ads, and the less they feel they need to serve other platforms, which would have earned them money without all the support costs associated with Android. The pyrrhic victory will ultimately end up burning Google?s cash flow. (via wmpoweruser.com)

Link: http://seekingalpha....et-share-part-i

To me Googles biggest failure is how horsecrap Google Play is.

If I want a book on Android, I go to the Kindle Marketplace. If I want music on Android, I go to Amazon MP3. Google Play wasn't terrible, but it was missing so much.

Every purchase on Google Play earns them money...or would, if stuff was even there.

I sold off my Nexus 7 and got another SSD.

LOL at people thinking Google is in a bad position because of Android..

They RULE the mobile. The amount of information and everything they have access to is making them boatloads of money that comparing it to whether or not Android costs them something is completely asinine and completely lacks the understanding of what Google is doing in the long run. Mobile ecosystem and advertising and gelocation and so many things are the next desktop. Desktop will be dying out and whether they had Android or not they would lose money.

Balmer would fluff every single executive at Google to be in the same position.

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And let's not forget all the ads on Android that Google makes momey from.

Let's not forget that I am not motivated to buy anything because of an ad. Especially intrusive ads.

A very neutral source we have here....

Seeking Alpha? What's not neutral about them? It's a website for investors. Where else would you suggest we look for information about Google's financials?

Neither am I, but they make money right along from them. Same as here, and I rarely click on an ad here.

Yes ad impressions earn them money and it doesn't matter if you don't buy! Furthermore, not everyone can afford two things such as a computer and a cellphone. The easiest and cheapest way to get people online is through mobile and google dominates that too with youtube, maps, search, and email! The next billion people to get online are more likely to get online via mobile than on a desktop. Also because android is everywhere even with cheaper models and cheaper tablets and people have access to everything they basically need such as surfing, facebook, pictures, youtube and general usage. A computer is overkill for many people who just use it for very basic typical fun use especially senior citizens, uneducated people and kids.

They're not in a bad position *because* of Android. They're in a bad position because they only have one ( over 90% basically) source of income.

Which really is not a bad position in this case. Ads are not going away and are expanding all the time. So this is a constant reliable stream of cash coming in for Google. And Google has ads everywhere, not just on the Android platform. Now if Google's main source of income was the Chrome Book, then that would be a bad position.

This is how Google shot itself in foot: Each additional Android user is likely already a Google user on the desktop, and encouraging them to use Google on their Android phone instead of their Windows desktop simply means downsizing their revenue from desktop ad dollars to mobile pennies. The more their phones are adopted and used, the more they cost to support via Google Play and other services, the less they earn from desktop ads, and the less they feel they need to serve other platforms, which would have earned them money without all the support costs associated with Android. The pyrrhic victory will ultimately end up burning Google?s cash flow. (via wmpoweruser.com)

Link: http://seekingalpha....et-share-part-i

Except this isn't reflective of reality...

Mobile is the key to stronger revenue streams by Google on every platform. In the most basics, mobile increases the amount of information Google has on each individual user. They now have information about where the users travels (via GPS), who they contact (via SMS and Call Logs), what applications they install and use, the content of their EMail (via Gmail), etc. This complete picture allows Google to push up the price of their ads across the board as they are able to sell the advertiser "more relevant clicks" which is all they care about.

So, you're looking at this all backwards.

LOL at people thinking Google is in a bad position because of Android..

They RULE the mobile. The amount of information and everything they have access to is making them boatloads of money that comparing it to whether or not Android costs them something is completely asinine and completely lacks the understanding of what Google is doing in the long run. Mobile ecosystem and advertising and gelocation and so many things are the next desktop. Desktop will be dying out and whether they had Android or not they would lose money.

Balmer would fluff every single executive at Google to be in the same position.

Desktop will be dying? Oh my, how you change your tune when posting in Windows 8 threads!

Just read the first line:

Disclosure: I am long MSFT, INTC, AAPL. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

And I stopped right there. Microsoft, Intel and Apple writer?

Can't get more object than that! /s

Desktop will be dying? Oh my, how you change your tune when posting in Windows 8 threads!

Yep it will.. for most people at least. My dad and many family members have already stopped using desktop computers. They are way too complicated for simple things they need (email, skyping, simple browsing). Desktop won't die but it will be mostly limited to those who actually need it (content producers, programmers, designers etc.. professionals in general).

And since this is inevitably happening, Microsoft's desktop OS dominance will become irrelevant in the big picture.

remember gangnam styles 1billion views ? imagine how many people watched an ad for that video ...I think they can afford to lose money if it means dominating a market its the game

That video had ads?

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I was surprised by how well-designed the web portal is. It is fast, pretty, and properly categorized. Well done! Once you have your books loaded, you can highlight or underline text, add annotations, bookmark pages, check the table of contents, and ask AI about the selected text. Unfortunately, the Krono has no built-in vocabulary, but again, that is something a third-party reader could fix. Overall, the built-in reader is light and snappy, with just the minimum amount of features for a regular user to enjoy reading books. The Krono has no built-in reading tracking, so stat nerds will have to look for third-party reading apps. However, you can set a daily reading goal, and the reader will notify you when you reach it (for example, one hour). You can also set a reminder to read at a certain time, and when the time comes, the Krono will light up its back LEDs and unlock itself to nudge you. 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You can only chat in the app and use it in the reader app as a makeshift vocabulary. However, the implementation is kinda awkward. You can only send a selected portion of text to AI without giving it any requests or instructions. I highlighted the word "dumb," and it apologized to me for not being useful. You also cannot ask follow-up questions or send the generated response to a separate chat. The chatbot is also slow, even with fast Wi-Fi, making the overall experience quite frustrating, which makes me again wish for the ability to remap the double press to something else. Spark, the standard voice recording app, also uses AI for note summarization and transcribing. Neither feature works offline, unfortunately. Spark records notes up to 30 minutes using Krono's dual microphones, and you can rename or export notes. Transcription quality is decent, and the speed is alright, but you can find much better solutions in the Google Play Store. What I like about Spark is that transcribed notes are not locked, and you can always type more to elaborate on your ideas, which is handy. Overall, I like that the Krono is not shoving AI down my throat, but to be honest, there is really not that much to shove. AI features here feel raw and need improvements to be more useful. Battery Life Like most E-Ink readers, the Krono has fantastic battery life. Even with a clock as a screensaver, its standby power consumption is incredibly low. And when in use, you can get weeks of reading on a single charge. Without the front light, my unit never sipped more than one or two percent of battery during a one-hour reading session. It was nice to see plenty of battery-related settings. You can limit charging at 80% to protect battery health long-term, check the number of charging cycles, manufacturing/first-time use date, battery health, and the maximum capacity. Additionally, the Krono lets you select what hardware remains enabled when sleeping. This lets you keep Wi-Fi and Bluetooth on (say, if you want to receive notifications, for some reason) and keep audio playing when locked. Turning these features off effectively eliminates any standby battery drain. I left my Krono sitting for 24 hours with a clock screensaver on, and it did not drop a single percent. The pretty big 3,950 mAh battery justifies the device's thickness and ensures you do not have to charge it for long periods. Speaking of charging, it is capped at only 10W, which is a bit disappointing, as getting such a big battery to 100% takes a notably long time in the era of super-fast charging smartphones. DuRoBo Moodi The Moodi is a standalone, optional accessory for your Krono. It is a wireless remote with two customizable buttons that you can use to flip pages, control media, or scroll webpages. The accessory connects via Bluetooth. Despite having a built-in rechargeable battery, it is extremely light. While the Moodi's shape and form factor is not what I would call particularly ergonomic, it is not uncomfortable to hold and use. The Moodi comes with six removable magnetic buttons with various smiley faces. Buttons sit securely, and they have nice-feeling, albeit a little loud, clicks. It is a cute touch that adds a little more fun and character to the device. There is also an accented power button and a single status LED. The latter displays charging status and connection mode. The Moodi supports three modes: Reading: Buttons work as volume buttons, allowing you to flip pages in the built-in reader or other apps that support page turning with volume buttons. Media: Buttons work as skip forward/backward, which is useful when listening to audiobooks, podcasts, or music. Scroll: The third mode lets you scroll pages in the web browser or any other application The Krono properly detects the Moodi and presents you with an on-screen guide when you connect it for the first time (it also displays the battery level). However, you can only change modes by holding both buttons for a few seconds. It is also worth noting that the Moodi works with other devices. I connected it to my iPhone and it let me adjust volume or control media playback. Sadly, the scroll did not work, so you cannot use it to waste time scrolling TikToks. Overall, the Moodi is a cute little accessory, which I can recommend for those who read a lot. It is very useful for remote page flipping when you do not want to burden your hands by holding the Krono all the time. I only wish DuRoBo included a lanyard for the built-in loop. As for the battery life, after using the Moodi for a few days, I only managed to drop several percent of its 90 mAh battery. Despite the small size, it is rated for weeks of use, which is pretty impressive. At $35.99, I cannot say the Moodi is a must-have accessory, but I see the appeal. I prefer using the Krono with its Smart Dial, as I rarely read for more than 40-60 minutes in one sitting. However, if you have a stand and like reading for long periods, the Moodi is the right thing to have. It is a bit more expensive than regular page flippers on Amazon, but it is on par with similar products from Kobo or BOOX. Plus, it has a little more fun to it with removable buttons and better integration into the Krono. Conclusion At the end of the day, DuRoBo Krono is a nice pocket-sized e-reader. Its software focuses on the main things without trying to be everything at once. The smart dial idea is unique and great, and I wish more manufacturers had something similar in their devices. The display is also good, with an even frontlight and "always-on" support. I did not notice any deal-breaking issues with the Krono. However, you can feel that the idea needs some improvements, such as a slightly stiffer dial in a more ergonomic location, perhaps a little more premium materials, and better software customization. I hope the company won't give up on the idea and improve the dial and ergonomics in the second generation. Buy DuRoBo Krono Black - $279.99 on Amazon Buy DuRoBo Krono White - $279.99 on Amazon Buy DuRoBo Moodi - $35.99 on Amazon As an Amazon Associate, we earn from qualifying purchases.
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