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Analyst Research Report Snapshot


Google - Company Profile - Adapting to mobile, margin risk




Indigo Equity Research


27 Jan 2013





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Investment thesis - Adapting to mobile, margin risk Google has an impressive track record, a dominant market position and superior technology. Google is forecast to dominate all areas of search in 2012; online mobile, search & display ads. Online ads have much potential growth but revenue growth & margins are pressurised as consumers move to mobile (where ad prices are lower) and desk top is cannibalized. Nonetheless, Google is adapting better than most of its competitors to the shift to mobile. ....... Mediocre 2012 Q4 results - falling margins with the shift to mobile Organic revenue growth recovered sequentially to 21%, but is still slowing overall. Paid clicks growth slowed while the decline of cost per click (CPC) moderated ... Independent, buy-side, fundamental, financial analysis. This report includes: SWOT analysis, investment thesis, fundamental & DCF valuation, significant recent events, operations analysis, ten year financial analysis, business model, strategy, industry overview, analysis of latest Q results, …. www.indigo-equity-research.com

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