Google Analyst Day Recap

We’ve written about notes
accidentally leaked out of last week’s Google
Analyst Day, but what about what was happily said by Google that day? Now
playing catch-up, as I was gone last week when it happened, here are some
links to give you a rundown.

Google Investor Relations:
You can listen to the

(media player link) or see the
(PDF) from this page.

Live: Google faces
off with analysts
: From, an outstanding live summary that Elinor
Mills compiled from listening to the webcast, complete with key sections
highlighted. Nice, nice, nice! It’s kind of weird, however, because it runs
backwards. The newest stuff from the event is at the top, and the end marks the
beginning of the conference. If you care about Google, read the rundown, because
all types of issues were addressed.

You’ll be happy to know that search spam is said to be at an all time low for
Google and the industry. I beg to differ. Google’s got plenty of spam, and maybe
it’s less now than in some years, but it is more than in Google’s early years
when it wasn’t a spam magnet.

My favorite part is probably the explanation of why Orkut only seems to be
taking off in Brazil. "Brazilians are just very community-oriented." What, all
those crazy US kids jumping into MySpace like my niece don’t have a sense of

In a world with infinite storage, bandwidth, and CPU power
: From Greg
Linden, another nice rundown, along with many of the notes not read to analysts
but he and others found that revealed things like
GDrive and
Google’s social
search plans

Google Goof
Posts Revenue Figure
: Just the Wall Street Journal underscoring how those
leaked notes were so striking in that they gave a financial forecast
inadvertently from the company now famed for saying it wouldn’t do that.

Langberg: Investors deserve facts, not sarcasm
: From the San Jose Mercury
News, columnist Mike Langberg says "shame on you, Eric Schmidt" for laughing off
the idea of giving financial guidance. Then again, you can’t say investors
weren’t warned. Google said from the front they weren’t going to do this. It’s
just semi-fun to watch as they get forced to get closer to doing so.

Google Tries to Make Nice
: Covers how Google is perhaps learning that the
financial analysts it didn’t want to cater to must indeed be catered to.

Did I say slower growth? I meant limitless growth
: From Good Morning Silicon
Valley, that blog with the funny post titles I wish I could write, it’s a nice
summary of how Google CFO George Reyes freaked out analysts when speaking before
analyst day at another event by saying growth is slowing. As John Battelle
highlighted, this is
the second major round of damage control Google’s now done after a Reyes
statement. In 2005, it was click fraud. In 2006, it was slow growth. Don’t
worry. By 2007, I’m sure Google will have finally found a new CFO, chief food
officer, to speak
as with the first analyst day.

Spending Becomes a Fact Of Life for Many Web Companies
: The Wall Street
Journal again, with a nice look at all the capital spending Google is doing and
why many web company feel they must do so.

Google 2006 capital spending to jump from 2005
: From Reuters, a brief look
again at capital spending and the big jump Google expects to do this year,
mainly for computers and supporting hardware.

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