Over the past few months, Google's (GOOGL -2.67%) recent rise has hit the pause button, especially in the wake of the its disappointing earnings announcement last month. And while investors in any company never like to see a rally falter, it seems somewhat justified in Google's case. The company is still trying to iron out the particulars of its still-budding mobile empire. Many have long argued that Android's problems are only part of the story. Even keeping that in mind, the company had reached some pretty rich trading multiples. That being said, though, this is a company investors should love for the long term, in part because of some of its more stealth growth drivers. In this video, tech and telecom analyst Andrew Tonner looks at a little-talked-about growth engine with a lot of potential impact that Google's just beginning to rev up.