TOC Google Decode Q4 2014
- 1. Google Decode: Q4 2014
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Contents
About This Report ............................................................................................................... 3
Executive Summary............................................................................................................. 4
Q4 Earnings Call .................................................................................................................. 5
Full Year Results..................................................................................................................6
Product News...................................................................................................................... 7
Android 5.0 Lollipop ............................................................................................................7
IoT—The Physical Web, Thread Group, RFP...........................................................................8
Ad-free Subscription Services...............................................................................................9
Market Position................................................................................................................... 9
Search Market.....................................................................................................................9
Google’s Deal With Apple ..............................................................................................11
Facebook Launches Graph Search on Mobile ..................................................................12
Regulatory....................................................................................................................12
App Indexing.................................................................................................................12
Digital Advertising Market..................................................................................................12
Google Share ................................................................................................................13
Competitive Dynamics: Mobile Advertising.....................................................................13
Mobile OS Market.............................................................................................................15
Q4 Smartphone Shipments............................................................................................16
2014 Annual Smartphone Shipments..............................................................................16
Q4 Mobile OS Market Share...........................................................................................17
Annual Mobile OS Market Share.....................................................................................17
Google Implications.......................................................................................................18
Google Q4 Acquisitions..................................................................................................... 18
References......................................................................................................................... 20