Word Analysis of Google’s Earnings Call?
# Mentions of the following words:
Search: About 2 dozen mentions in various forms of the word
Google Checkout: 5 (+2 more if you count the Q&A)
AdWords: 2
AdSense: 2 (+2 more if you count the Q&A)
Google Base: 0 (???) You’d think someone would have mentioned this at least once.
Microsoft: 0
Yahoo!: 0
Couple of notes:
- Do you think Microsoft and Yahoo! would have zero mentions of Google on its call?
- Not one mention of Google Base? Even Docs & Spreadsheets and Google Gadget got mentions :-)
Still think Google is diluting themselves on search? By far it dominated the conversation. Eric Schmidt’s first comments were:
So in thinking about this and listening to the folks, a question that comes to mind is, what is the key to our success? I think it is search. Search is getting better and better as we continue to innovate across the globe.
Want to know why Google is crushing Microsoft? The first thing Bill Gates talks about is Vista, not search.
Source: SeekingAlpha