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The Google Phone

Will Micrsoft let is happen?
December 2006 42 Pages


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 Research
Will Microsoft let it happen?.

According to a news story in The Observer recently, Orange executives have met with the people at Google to see if they can collaborate on producing a co-branded Google Phone (GPhone) with Taiwanese handset manufacturer HTC. Three brands on one screen (Orange, Google and Microsoft). Is it going to happen? And if it does, how will it affect you?

* Are you an operator? If so then Google’s deal with Orange could lead to innovative services being launched in direct competition to you.

* Are you a handset manufacturer? If you are then do you want two of the industries leading brands assisting one of your competitors?

* Are you a mobile search company? If so then will this tie-up mean Google are unbeatable in your marketplace? Does Google really understand mobile search? What's its strategy?

A move like this could shake up your industry. You cannot afford to ignore the branding link-up of the market's biggest players. A brand new timely report has just been compiled to give you the leading information on this development, first. In its short history Google has made a point of being innovative and blowing their competitors away. Make sure you are ready to fight back. Can they take on the mobile handset industry and be successful? One report will tell you.

Visiongain’s latest report, "The Google phone: Will Microsoft let it happen?" investigates the four parties in this agreement: Google, Orange, HTC, Microsoft

What is Microsoft’s perspective? If Google is putting a branded service pack on a Microsoft handset, what will it offer that’s not already there?

So, is this deal all pure speculation? Or is it the fanfare for further Google moves into wireless? This report will tell you. What does this deal mean for Orange? Will Orange successfully be able to work with both Google and Microsoft? According to reports Orange has already met with Google to discuss and arrange the deal, but is it the right deal for them? Is HTC the only manufacturer with the expertise? They have worked with software experts before, but how will they operate with the buying power and dominance of Google?

What does this deal mean for Orange’s pre-existing search agreements? Through our innovative and fresh view of the IT and wireless markets visiongain is well placed to comment on the potential of such a deal between Orange, Google and HTC. Amongst the relevant research reports that visiongain has produced on the subject are:

Google in mobile and wireless: Analysing the impact and assessing the threat of the search giant’s market entry
Mobile Handset Outsourcing: Market analysis and forecasts 2006-2011
Mobile advertising and marketing: Market analysis and forecasts 2006-2011
Microsoft in Wireless Report
Mobile Search: Market Trends and Business Opportunities 2005-2010
Mobile communities and user generated content 2006-2011: Monetising mobile social networking
Mobile consumer email: Where Blackberry challenges Hotmail and Gmail
Apple in Wireless: Strategic options in a converged marketplace
These reports give visiongain a unique insight into how Google as a new innovative player could approach the mobile market. This new report references matierial and analysis from each of these insightful reports. You must read this report today.

Why you must buy this report:

Gain insight on Google's products and strategy in the mobile space
Understand how Microsoft is pushing forward its own mobile strategy and how it is expected to react to the development
Learn where the partnership will fit in Orange's plans
Understand the market dynamics and evolution for mobile search and beyond.
This 40+ page report is a vital addition to gaining an understanding of this highly critical market sector and will give your company 'the edge' over your competitors. You can not afford to be without this report. Order your copy today.

1. Introduction
1.1 Google / Orange rumour
1.2 What does this story mean..?
1.2.1 …for Google?
1.2.2 …for Orange?
1.2.3 …for HTC?
1.2.4 … for Microsoft?
1.3 Background to the report
1.4 Aim of the report

2. Google
2.1 Google profile
Chart 2.1: Google’s net income (Q3 2005 / Q3 2006)
Chart 2.2: Google’s revenue (Q3 2005 / Q3 2006)
Table 2.1: Google key information
2.1.1 Internet search the key to growth
Chart 2.3: Global English language search engine market share
2.1.2 The advertising revenue model
2.1.2.1 Google AdWords
2.1.1.2 Google AdSense
2.1.2.3 The importance of advertising
Chart 2.4: Google’s advertising revenue as a percentage of total revenue, 2006
2.1.3 Google's move beyond internet search
2.1.3.1 Gmail
2.1.3.2 Google News
2.1.3.3 Google Maps and Google Earth
2.1.3.4 Google Local
2.1.3.5 Google Calendar
2.1.3.6 Google Desktop
2.2 The importance of mobile to Google
2.2.1 Mobilisation of existing services
2.2.1.1 Mobile search LBS
2.2.1.1.1 Advertising revenue from mobile search
2.2.1.1.2 Google acquisitions to aid LBS advertising?
2.2.1.2 Google personalised home
2.2.1.3 Google Maps
2.2.1.4 Gmail for mobile
2.2.1.5 YouTube mobile?
2.2.2 Partnerships with operators and handset manufacturers
2.2.2.1 Google and Chunghwa Telecom
2.3 Google mobile conclusion

3. Investigating Orange
3.1 Orange defined
3.2 Orange's Global Mobile operations
Table 3.1: France Telecom’s Orange branded mobile units
Table 3.2: France Telecom stakes in other non-Orange operators
Table 3.3: France Telecom stakes in other non-Orange operators
3.3 Orange's NExT strategy
3.3.1 The Unique phone
3.4 Microsoft
3.4.1 Microsoft enters the mobile market with Orange
3.4.2 Orange's SPV early usage patterns
3.4.3 Microsoft's success
3.4.4 Microsoft's "Live" strategy
3.4.5 Is Orange severing the links with Microsoft?
3.5 Requirement for handset outsourcing
3.5.1 High Tech Computer (HTC)
3.5.2 HTC relationship with operators
Table 3.4: Major HTC mobile operator customers

4. Analysis and conclusion
4.1 Is the Google - Orange link-up likely?
4.1.1 Google perspective
4.1.1.1 Google as an MVNO?
4.2 Orange perspective
4.2.1 Orange and Yahoo partnership?
4.3 Microsoft perspective
4.4 HTC perspective
4.5 Conclusion






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