Google and Apple are competing head-to-head in several overlapping markets. These include devices and operating systems, browsers, web advertising, applications stores, music, multimedia TV, and cloud computing. For each of these markets, this report compares the two companies’ product offerings, analyzes their competitive positioning, and highlights market trends. The report assesses market and technology developments that are impacting Google and Apple. The report examines the two companies’ financial health and their market capitalization. This report analyzes the strategic direction of Google and Apple, and looks at how the two companies are positioned for the future.
1.0 EXECUTIVE SUMMARY
2.0 SCOPE AND METHODOLOGY
2.1 Scope
2.2 Target Audience
2.3 Methodology
2.3.1 Interviews
2.3.2 Additional Primary and Secondary Research
2.3.3 Trend Tracking
2.4 Additional Related Information
3.0 EMERGING FROM THE SHADOWS
3.1 Historical Perspective
3.1.1 Google’s History
3.1.2 Apple’s History
3.2 Products and Services
3.2.1 Google Products and Services
3.2.2 Apple Products and Services
4.0 IN THE SPOTLIGHT
4.1 The Physical Backdrop
4.2 The Leadership
4.3 From Associates to Adversaries
4.3.1 Cracks in Relationship
4.3.2 Tensions Emerge
4.3.3 Fissures Widen
4.3.4 Competition Heats Up
5.0 COMPETING IN THE SMARTPHONE MARKET
5.1 Overview
5.2 Android
5.2.1 Android Overview
5.2.2 Software Development Kit
5.2.3 Third Party Apps
5.2.4 Android and Open Source
5.2.5 Vendor Commitment
5.2.6 The Nexus One Experiment
5.2.7 Market Position
5.2.8 Android and Linux
5.2.9 Drawbacks/Shortcomings
5.3 iOS’ iPhone
5.3.1 iOS
5.3.2 iPhone Overview
5.3.3 Service, Support, and Distribution
5.3.4 Features
5.3.5 Applications
5.3.6 iOS and Open Source
5.3.7 Drawbacks/Shortcomings
5.3.8 iOS Smartphones
5.3.9 iOS 4
5.3.10 Device Sales
5.4 Comparative Analysis
5.4 Smartphone Market Trends
6.0 COMPETING IN THE NETBOOKS/TABLETS MARKET
6.1 Overview
6.2 iPad
6.2.1 iPad Overview
6.2.2 Competitive Strengths
6.2.3 System-On-a-Chip
6.2.4 iOS for iPad
6.2.5 Marketing Focus
6.2.6 Physical Characteristics
6.2.7 Feature Functionality
6.2.8 iPad Drawbacks/Shortcomings
6.2.9 iPad Markets
6.2.10 iPad Assessment
6.3 Chrome OS Netbooks and Tablets
6.3.1 Overview
6.3.2 Netbook Vendors
6.3.3 Tablet Vendors
6.3.4 Chrome OS and Cloud Computing
6.3.5 Chrome OS Media Player
6.3.6 Competitive Strengths
6.3.7 Chrome OS and Chromium OS
6.4 Android Tablets and Netbooks
6.4.1 Overview
6.4.2 Tablet Vendors
6.4.3 Netbook Vendors
6.4.4 Chrome OS vs. Android
6.5 Comparative Analysis
6.6 Market Trends
7.0 COMPETING IN THE BROWSER MARKET
7.1 Overview
7.2 Safari Browser
7.3 Chrome Browser
7.4 Comparative Analysis
7.5 Market Trends
8.0 COMPETING IN THE CLOUD COMPUTING MARKET
8.1 Overview
8.2 Google’s Cloud Strategy
8.3 Apple’s Cloud Strategy
8.4 Comparative Analysis
8.5 Market Trends
9.0 COMPETING IN THE MUSIC MARKET
9.1 Overview
9.2 Apple
9.3 Google
9.4 Comparative Analysis
9.5 Market Trends
10.0 COMPETING IN MOBILE APPS STORES
10.1 Overview
10.2 Apple’s App Store
10.3 Google’s Android Market
10.4 Comparative Analysis
10.5 Market Trends
11.0 COMPETING IN INTERNET SEARCH AND ADVERTISING
11.1 Overview
11.2 Google’s Positioning
11.3 Apple’s Positioning
11.4 Comparative Analysis
11.5 Market Trends
12.0 MULTIMEDIA TELEVISION
12.1 Overview
12.2 Google TV
12.3 Apple TV
12.3.1 First-generation Apple TV
12.3.2 Second-generation Apple TV
12.4 Comparative Analysis
12.5 Market Trends
13.0 FINANCIAL INDICATORS
13.1 Revenue
13.2 Net Income and Profit Margins
13.3 Stock Prices
13.4 Piqqem Sentiment Index
13.5 Market Capitalization
13.6 Growth Trends
14.0 GOOGLE AND APPLE: AN ASSESSMENT
14.1 Apple: An Assessment
14.1.1 Mac OS X
14.1.2 Apple’s Next Wave
14.2 Google: An Assessment
14.2.1 Web Search and Advertising
14.2.2 Google’s Next Wave
14.3 The Future
15.0 CONCLUSION
15.1 Contributions of Google and Apple
15.1.1 Google’s Contributions
15.1.2 Apple’s Contributions
15.1.3 Putting the Contributions in Perspective
15.2 Market and Technology Trends
15.2.1 Significance of Open Source
15.2.2 Importance of Web 2.0
15.2.3 Trends in Mobile Platforms
15.2.4 Shifting Power Dynamics
15.3 High-Growth Areas
15.3.1 Smartphones
15.3.2 Netbooks and Tablets
15.3.3 Browsers
15.3.4 Cloud Computing
15.3.5 Music
15.3.6 Apps Stores
15.3.7 Web Advertising
15.3.8 Multimedia TV
Appendix 1: Acronyms
Appendix 2: Feedback Form
Appendix 3: About Information Consulting, LLC
2.0 SCOPE AND METHODOLOGY
2.1 Scope
2.2 Target Audience
2.3 Methodology
2.3.1 Interviews
2.3.2 Additional Primary and Secondary Research
2.3.3 Trend Tracking
2.4 Additional Related Information
3.0 EMERGING FROM THE SHADOWS
3.1 Historical Perspective
3.1.1 Google’s History
3.1.2 Apple’s History
3.2 Products and Services
3.2.1 Google Products and Services
3.2.2 Apple Products and Services
4.0 IN THE SPOTLIGHT
4.1 The Physical Backdrop
4.2 The Leadership
4.3 From Associates to Adversaries
4.3.1 Cracks in Relationship
4.3.2 Tensions Emerge
4.3.3 Fissures Widen
4.3.4 Competition Heats Up
5.0 COMPETING IN THE SMARTPHONE MARKET
5.1 Overview
5.2 Android
5.2.1 Android Overview
5.2.2 Software Development Kit
5.2.3 Third Party Apps
5.2.4 Android and Open Source
5.2.5 Vendor Commitment
5.2.6 The Nexus One Experiment
5.2.7 Market Position
5.2.8 Android and Linux
5.2.9 Drawbacks/Shortcomings
5.3 iOS’ iPhone
5.3.1 iOS
5.3.2 iPhone Overview
5.3.3 Service, Support, and Distribution
5.3.4 Features
5.3.5 Applications
5.3.6 iOS and Open Source
5.3.7 Drawbacks/Shortcomings
5.3.8 iOS Smartphones
5.3.9 iOS 4
5.3.10 Device Sales
5.4 Comparative Analysis
5.4 Smartphone Market Trends
6.0 COMPETING IN THE NETBOOKS/TABLETS MARKET
6.1 Overview
6.2 iPad
6.2.1 iPad Overview
6.2.2 Competitive Strengths
6.2.3 System-On-a-Chip
6.2.4 iOS for iPad
6.2.5 Marketing Focus
6.2.6 Physical Characteristics
6.2.7 Feature Functionality
6.2.8 iPad Drawbacks/Shortcomings
6.2.9 iPad Markets
6.2.10 iPad Assessment
6.3 Chrome OS Netbooks and Tablets
6.3.1 Overview
6.3.2 Netbook Vendors
6.3.3 Tablet Vendors
6.3.4 Chrome OS and Cloud Computing
6.3.5 Chrome OS Media Player
6.3.6 Competitive Strengths
6.3.7 Chrome OS and Chromium OS
6.4 Android Tablets and Netbooks
6.4.1 Overview
6.4.2 Tablet Vendors
6.4.3 Netbook Vendors
6.4.4 Chrome OS vs. Android
6.5 Comparative Analysis
6.6 Market Trends
7.0 COMPETING IN THE BROWSER MARKET
7.1 Overview
7.2 Safari Browser
7.3 Chrome Browser
7.4 Comparative Analysis
7.5 Market Trends
8.0 COMPETING IN THE CLOUD COMPUTING MARKET
8.1 Overview
8.2 Google’s Cloud Strategy
8.3 Apple’s Cloud Strategy
8.4 Comparative Analysis
8.5 Market Trends
9.0 COMPETING IN THE MUSIC MARKET
9.1 Overview
9.2 Apple
9.3 Google
9.4 Comparative Analysis
9.5 Market Trends
10.0 COMPETING IN MOBILE APPS STORES
10.1 Overview
10.2 Apple’s App Store
10.3 Google’s Android Market
10.4 Comparative Analysis
10.5 Market Trends
11.0 COMPETING IN INTERNET SEARCH AND ADVERTISING
11.1 Overview
11.2 Google’s Positioning
11.3 Apple’s Positioning
11.4 Comparative Analysis
11.5 Market Trends
12.0 MULTIMEDIA TELEVISION
12.1 Overview
12.2 Google TV
12.3 Apple TV
12.3.1 First-generation Apple TV
12.3.2 Second-generation Apple TV
12.4 Comparative Analysis
12.5 Market Trends
13.0 FINANCIAL INDICATORS
13.1 Revenue
13.2 Net Income and Profit Margins
13.3 Stock Prices
13.4 Piqqem Sentiment Index
13.5 Market Capitalization
13.6 Growth Trends
14.0 GOOGLE AND APPLE: AN ASSESSMENT
14.1 Apple: An Assessment
14.1.1 Mac OS X
14.1.2 Apple’s Next Wave
14.2 Google: An Assessment
14.2.1 Web Search and Advertising
14.2.2 Google’s Next Wave
14.3 The Future
15.0 CONCLUSION
15.1 Contributions of Google and Apple
15.1.1 Google’s Contributions
15.1.2 Apple’s Contributions
15.1.3 Putting the Contributions in Perspective
15.2 Market and Technology Trends
15.2.1 Significance of Open Source
15.2.2 Importance of Web 2.0
15.2.3 Trends in Mobile Platforms
15.2.4 Shifting Power Dynamics
15.3 High-Growth Areas
15.3.1 Smartphones
15.3.2 Netbooks and Tablets
15.3.3 Browsers
15.3.4 Cloud Computing
15.3.5 Music
15.3.6 Apps Stores
15.3.7 Web Advertising
15.3.8 Multimedia TV
Appendix 1: Acronyms
Appendix 2: Feedback Form
Appendix 3: About Information Consulting, LLC
LIST OF TABLES
Table 1: Apps in Apps Stores by Vendor, 2009
Table 2: Comparing First-Generation Apple TV and Google TV
Table 3: Google and Apple Relative Revenue, 2005-2012
Table 4: Google and Apple Net Income, 2005-2012
Table 5: Key Business Metrics: Google vs. Apple, 2009
Table 6: Web 1.0 vs. Web 2.0
Table 1: Apps in Apps Stores by Vendor, 2009
Table 2: Comparing First-Generation Apple TV and Google TV
Table 3: Google and Apple Relative Revenue, 2005-2012
Table 4: Google and Apple Net Income, 2005-2012
Table 5: Key Business Metrics: Google vs. Apple, 2009
Table 6: Web 1.0 vs. Web 2.0
LIST OF FIGURES
Figure 1: Top U.S. Companies by Market Capitalization (5/26/2010)
Figure 2: iPhone 4 vs. Galaxy S – A Comparison
Figure 3: Browser Market Share, 2009
Figure 4: Advertising Media Market Share, 2009
Figure 5: Advertising Revenue by Ad Categories, 2009
Figure 6: Google and Apple Revenue, 2005-2012
Figure 7: Google and Apple Net Income, 2005-2012
Figure 8: Google and Apple Market Cap, mid-2007 to mid 2010
Figure 9: Apple and Microsoft Market Cap, mid-2007 to mid 2010
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Figure 1: Top U.S. Companies by Market Capitalization (5/26/2010)
Figure 2: iPhone 4 vs. Galaxy S – A Comparison
Figure 3: Browser Market Share, 2009
Figure 4: Advertising Media Market Share, 2009
Figure 5: Advertising Revenue by Ad Categories, 2009
Figure 6: Google and Apple Revenue, 2005-2012
Figure 7: Google and Apple Net Income, 2005-2012
Figure 8: Google and Apple Market Cap, mid-2007 to mid 2010
Figure 9: Apple and Microsoft Market Cap, mid-2007 to mid 2010
