Software Solutions Revenue increased from prior year driven by higher license revenue, primarily in Data and Location Intelligence, strong growth in SaaS revenues, as well as from the implementation of the new revenue recognition standard ASC Revenue also benefited from growth in smaller deals. Revenue, on a constant currency CC basis, to be in the range of 1 percent to 4 percent growth, when compared to Free cash flow will be impacted by third party leasing initiatives. Prior years will be recast in the first quarter to conform to the new standard. This guidance discusses future results, which are inherently subject to unforeseen risks and developments. As such, discussions about the business outlook should be read in the context of an uncertain future, as well as the risk factors identified in the safe harbor language at the end of this release and as more fully outlined in the Company's Form K Annual Report and other reports filed with the Securities and Exchange Commission.
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"A quick search suggests Google's total 2011 advertising revenues were a bit more than the Q1 2011 advertising spending in the US alone, " you lost me here.
If that was not the case, google would be in even worse shape than I thought. My point is that they are definitely getting less than 25 or so of US advertising spending, which gives them a fair amount of headroom to grow ad revenue - though not necessarily in online advertising. Pingback: A Critical Analysis of "Android Economics" Android, ARPU, Google, Apple, Dediu, Guardian Newest Mobile Phones() The big hole in this piece is that this is Google first offer which will be lower or are you so naive to believe they will offer their best offer first.
So based on the opening offer you fiddle around with some number and the fools lap it up. What has what Google is offering in settlement got to do with anything.