Google vs. Apple: Clash of the Titans

Date: September 22, 2010
Pages: 122
Price:
US$ 2,489.00
Publisher: Information Trends
Report type: Strategic Report
Delivery: E-mail Delivery (PDF)
ID: G5C873972E0EN
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Google vs. Apple: Clash of the Titans
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

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

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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