Understanding Android’s Growing Importance to Google, Inc. Stock

A plan to offer free training to developers reveals how important the OS is to the future of the business, and to Google, Inc. stock.

Jul 18, 2014 at 9:23PM

If Android is the key to creating a connected universe of Google, Inc. (NASDAQ:GOOGL)(NASDAQ:GOOG) products and services -- and thereby, the key to its growth strategy -- then a new course could end up a boon for Google stock. Fool contributor Tim Beyers explains how in the following video.

Specifically, Google is teaming with Udacity to offer a free course for developers called Android Fundamentals. The idea, as this video calls it, is to "teach your brain to think like a mobile developer" by taking participants through the process of creating a new app.

The partnership comes at an interesting time. In June, at the annual I/O developer conference, Google announced new uses for Android, including Android Wear for watches and other smart accessories, Android TV for powering smart televisions and set-top boxes, and Android Auto for smarter in-car systems, including support for voice commands. Each of these mini-platforms needs developer support.

Yet, the need is also bigger than what Google showed off at I/O. Too often, developers refashion apps first created in iOS; but what Google really needs, is more from-the-ground-up Android software. Instagram was like that. And just recently, LinkedIn (NYSE:LNKD) introduced its new "LinkedIn Connected" app to iOS with no announced plans to port to Android. That LinkedIn isn't willing to give its 300 million-plus members an Android app at the same time as it releases to iOS is disturbing... and telling.

Native Android apps are key -- especially free, advertising-supporting apps. In its second-quarter report, Google reported another 6% decline in cost-per-click as lower-cost mobile ads took a toll, yet again. The good news? Paid click volume increased 25%.

Google's strategy necessitates getting more Android software into the devices governing our lives, and that requires a growing developer community. The Udacity deal should help, but it's also a first step among many that Google stock owners should expect to see during the next several years.

Leaked: Apple's next smart device (warning, it may shock you)
Google may be beefing up Android, but Apple isn't sitting idle. The Mac maker recently recruited a secret-development "dream team" to guarantee its newest smart device was kept hidden from the public for as long as possible. But the secret is out, and some early viewers are claiming its everyday impact could trump the iPod, iPhone, and the iPad. In fact, ABI Research predicts 485 million of this type of device will be sold per year. But one small company makes Apple's gadget possible. And its stock price has nearly unlimited room to run for early in-the-know investors. To be one of them, and see Apple's newest smart gizmo, just click here!

Tim Beyers is a member of the Motley Fool Rule Breakers stock-picking team and the Motley Fool Supernova Odyssey I mission. He owned shares of Apple and Google (A and C class) at the time of publication. Check out Tim's web home and portfolio holdings or connect with him on Google+Tumblr, or Twitter, where he goes by @milehighfool. You can also get his insights delivered directly to your RSS reader.

The Motley Fool recommends Apple, Google (A and C shares), and LinkedIn. The Motley Fool owns shares of Apple, Google (A and C class), and LinkedIn. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

4 in 5 Americans Are Ignoring Buffett's Warning

Don't be one of them.

Jun 12, 2015 at 5:01PM

Admitting fear is difficult.

So you can imagine how shocked I was to find out Warren Buffett recently told a select number of investors about the cutting-edge technology that's keeping him awake at night.

This past May, The Motley Fool sent 8 of its best stock analysts to Omaha, Nebraska to attend the Berkshire Hathaway annual shareholder meeting. CEO Warren Buffett and Vice Chairman Charlie Munger fielded questions for nearly 6 hours.
The catch was: Attendees weren't allowed to record any of it. No audio. No video. 

Our team of analysts wrote down every single word Buffett and Munger uttered. Over 16,000 words. But only two words stood out to me as I read the detailed transcript of the event: "Real threat."

That's how Buffett responded when asked about this emerging market that is already expected to be worth more than $2 trillion in the U.S. alone. Google has already put some of its best engineers behind the technology powering this trend. 

The amazing thing is, while Buffett may be nervous, the rest of us can invest in this new industry BEFORE the old money realizes what hit them.

KPMG advises we're "on the cusp of revolutionary change" coming much "sooner than you think."

Even one legendary MIT professor had to recant his position that the technology was "beyond the capability of computer science." (He recently confessed to The Wall Street Journal that he's now a believer and amazed "how quickly this technology caught on.")

Yet according to one J.D. Power and Associates survey, only 1 in 5 Americans are even interested in this technology, much less ready to invest in it. Needless to say, you haven't missed your window of opportunity. 

Think about how many amazing technologies you've watched soar to new heights while you kick yourself thinking, "I knew about that technology before everyone was talking about it, but I just sat on my hands." 

Don't let that happen again. This time, it should be your family telling you, "I can't believe you knew about and invested in that technology so early on."

That's why I hope you take just a few minutes to access the exclusive research our team of analysts has put together on this industry and the one stock positioned to capitalize on this major shift.

Click here to learn about this incredible technology before Buffett stops being scared and starts buying!

David Hanson owns shares of Berkshire Hathaway and American Express. The Motley Fool recommends and owns shares of Berkshire Hathaway, Google, and Coca-Cola.We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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