Today, Motorola’s third-quarter revenue data was leaked in advance, the results are disappointing, However, in view of the increasingly fierce competition of smart phones, the market is also not very surprised, but the important thing is the loss of Motorola with Google results to the greater impact.

 

Google’s third-quarter financial results, the company’s third-quarter revenue of $ 14.1 billion, a year-on-year growth of 45%; net profit of $ 2.18 billion, down 20% compared to the same period last year of $ 2.73 billion; third quarter earnings per share of $ 6.53 , down about 22% compared with the same period last year earnings per share of $ 8.33.

 

The market research firm Infonetics Research principal analyst of consumer electronics and mobile broadband Julian Bolin (Julien Blin) commented that, whether it is to create family entertainment center project, or cell phone operating system war with Apple, Google is not how Motorola and continue to retain Motorola, its a huge risk to achieve financial goals.

 

Home entertainment center does not need to Motorola

This will bring Google to an obvious question: “We go from here? Insist retain Motorola smartphones, tablet PCs and set-top box business? Still sell these, leaving only patent assets?”

 

Google management had mentioned Motorola progress they pleased, Motorola will continue to be business rationalization.

 

In any case, Google’s acquisition of Motorola has just been completed, the next few months there are many thorny issues to Google’s management to answer.

 

Retention Motorola set-top box business is reasonable for Google, Google can take advantage of these hardware and vigorously promote their own “home entertainment center” project, this project is around the family living room and the development of an integrated entertainment equipment. But Google really necessary to Motorola do?

 

Infonetics Research believes Google Nexus Q GoogleFiber has successfully build a home entertainment center, the next few years is likely to introduce a Google-branded game consoles like the Xbox. This game is likely to provide pay-TV, App Store Google Play, YouTube, and other comparable Xbox all kinds of games.

 

Google in May this year, also low-key acquisition of the San Francisco design studio Mike & Maaik involved in the design of the Xbox 360 this studio a few years ago, the future is likely to hold key roles in the home entertainment center project in Google.

 

The confrontation Apple OEM manufacturers can rely on

Well, Google may sell Motorola’s set-top box sector and there are cultural differences, and Google’s Android team of engineers and Motorola STB team of engineers, the Motorola STB department formerly known as General Instrument Corporation of the set-top box manufacturers.

 

Need to be reminded, streaming media playback device Nexus Q Series Google Android engineering team works, not Motorola, and it is clear that, the the Nexus Q series has been planned for many years, before the acquisition of Motorola departments event.

 

Some time ago, a lot of media reports, Google may sell Motorola’s set-top box business, this message does not allow the industry by surprise, after all, the set-top box market is a declining industry.

 

In essence, Google’s home entertainment center as well as the television advertising business on the right track after its revenue prospects even more impressive, if Google is to earn a 5% share of the TV advertising market, and also to increase the revenue of $ 9 billion.

 

In addition, Google management also faces pressure to build Android best-of-breed equipment, as time goes on, if Motorola continues to drag the hind Batteria notebook Batteria per portatile of the profits of Google, Google is likely to sell Motorola’s smart phones, tablet PCs and set-top box business.

 

Google’s acquisition of Motorola, many Android vendors worries cooperative relationship with Google, Motorola is their direct competitor, Google’s management immediately acquisition intent is to build a world-class Android device.

 

Google is trying to push its own brand equipment, including a media player devices Nexus Q, Tablet PC the Nexus and the upcoming Nexus smartphone, and have done very well in customer care and also Google and Motorola erected a wall.

 

It is worth noting that collected through their own internal view as well as management’s comments, Infonetics Research found, Nexus 7 sales response is also very good.

 

Motorola too risky reserved

The reality is that Google does not need to go into the field of hardware, it will instead face downside risks to the company’s overall profit, the Google Android camp, OEM manufacturers can rely on completely, partners such as Samsung, LG, HTC, winning Apple’s mobile operating system war.

 

With this in mind, Infonetics Research Over time, Google is likely to sell Motorola’s smart phones, tablet PCs and set-top box business, retaining only the patent assets.

 

There are rumors that a few months ago, Huawei interest in the acquisition of Motorola’s smartphone, Motorola’s financial position no significant improvement in the future, then sell just a matter of time, Google in order to achieve the financial goals of Motorola, has its scale downsizing.

 

Infonetics Research pointed out that, compared with the first quarter, the second quarter of 2012, Motorola set-top box business performance is quite bleak, in part because some of the service providers expressed concern about the Motorola into Google, this downward trend in the third quarter is still continue the set-top box business performance again below market expectations the Motorola family, including cableboxe, business revenue in the third quarter to $ 797 million, and the market is expected to be $ 880 million.

 

Then back to the beginning of the beginning of the question: “Google is now the go? Insist retain Motorola smartphones, tablet PCs and set-top box business? Still sell these, leaving only patent assets?”

 

Leaving smartphone risky piece of business is likely to pull trough songs profits, especially in view of the competition in the smart phone market is increasingly intense, and gradually and Apple and Samsung led.
 

Remain a troubled sector, the expense of Google’s financial goals, Julian Bolin believes that Google is very worthy.