Table of Contents for Google Decode Q2 2014 Report

1. Google Decode Q2 2014
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Contents
Executive Summary................................................................................................................................ 3
Q2 Earnings Call ...................................................................................................................................... 4
Revenue Concentration ...................................................................................................................... 5
Areas of Opportunity ......................................................................................................................... 6
Google Fiber .......................................................................................................................................... 6
2013 Founders letter ( Published May 14, 2014) ...................................................................... 7
Mission .................................................................................................................................................... 7
Recent Achievements: Search ........................................................................................................ 7
Future Direction: Multi-screen World ........................................................................................ 7
User Interface ....................................................................................................................................... 7
Internet Access—An Unsolved Problem .................................................................................... 8
Future Direction: Invention and Reinvention .......................................................................... 8
Google I/O, June 25-26 2014 ............................................................................................................. 8
Android L Release ............................................................................................................................... 8
Material Design .................................................................................................................................... 9
Other Android L Features ................................................................................................................ 9
Android Everywhere ...................................................................................................................... 10
Android/Chrome Convergence .................................................................................................. 11
Search/App Integration ................................................................................................................. 12
Android for Work ............................................................................................................................. 12
Other Enterprise Announcements............................................................................................. 12
Appurify Acquisition ....................................................................................................................... 12
Android One ....................................................................................................................................... 13
Advanced Technology and Research Projects (ATAP) ...................................................... 13
Market Position ..................................................................................................................................... 15
Search Market .................................................................................................................................... 15
Digital Advertising Market ........................................................................................................... 17
Google Share ...................................................................................................................................... 17
The Rise of Facebook ...................................................................................................................... 18
Mobile OS Market ............................................................................................................................. 19
Google Q2 Acquisitions ...................................................................................................................... 20
References .............................................................................................................................................. 23

2. Google Decode Q2 2014
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Table of Contents for Figures and Tables
Figure 1 :Google Quarterly Revenues .............................................................................................. 4
Figure 2: Paid Clicks vs. Cost per Click .............................................................................................. 5
Figure 3: Source of Revenue ............................................................................................................ 5
Figure 4: Android Everywhere ....................................................................................................... 10
Figure 5: Project Tango Tablet ....................................................................................................... 14
Figure 6: Share of U.S. Searches .................................................................................................... 15
Figure 7: Share of Global Searches ................................................................................................ 16
Figure 8: Global Mobile Digital Advertising Share ......................................................................... 18
Figure 9: Q2 2014 Facebook Revenue Mix .................................................................................... 19
Figure 10: Global Share of Smartphone Shipments Q2 2014 ........................................................ 19
Figure 11: Global Share of Smartphone Shipments, 2011-2014 ................................................... 20
Figure 12: Q2 Acquisitions by Business Line .................................................................................. 20
Table 1: U.S. Digital Advertising Market ........................................................................................ 17
Table 2: Global Digital Advertising Market .................................................................................... 17
Table 3: Quarterly Share of U.S. Digital Advertising Market ......................................................... 17
Table 4: Q2 Acquisitions Summary ................................................................................................ 21