Peter Kafka

Recent Posts by Peter Kafka

Time for More Superphone Talk From Larry Page — And Google Earnings, Too

LarryPageGoogleZeitgeistWill Google beat its Q2 earnings projections today? If it does, will its share price, which already hit record levels this week, cross the $1,000 mark?

(Shrug). If I knew any of that, do you think I’d be sitting here typing this stuff?*

Here’s a reasonable bet, though: Larry Page will talk about the new Moto X superphone his Motorola unit is getting ready to unveil.

And he will talk up its battery life, and its ability to withstand drops from great heights.

Because that’s what the Google CEO has done during his last two earnings calls.

Here’s Page, talking about Motorola, via his scripted remarks from the Q4 call in January:

“I am excited about the business. In today’s multi screen world, the opportunities are endless. Think about your device. Battery life is a huge issue. You shouldn’t have to worry about constantly recharging your phone. When you drop your phone, it shouldn’t go splat. Everything should be a ton faster and easier. There’s real potential to invent new and better experiences.”

And here he is, three months later, on the same topic: “In today’s multi-screen world, the opportunities are endless. Think about your device. Battery life is a challenge for most people … you shouldn’t need to carry a charger around with you to make it through the day. If your kid spills their drink on your tablet, the screen shouldn’t die. And when you drop your phone, it shouldn’t shatter. There’s real potential to invent new and better experiences — ones that are much faster and more intuitive. So having seen Motorola’s upcoming products myself, I am really excited about the potential there.”

Now, past performance is no guarantee of future results, blah, blah, blah. But if Page doesn’t use today’s call to hint that the new phone will be made of rubber and powered by air, I’ll be disappointed.

What’s that? You still want a Google earnings preview? Okay: Something like $10.80 per share, on net revenue of $11.4 billion, according to various consensus estimates, which don’t actually agree.

* And seriously: Why would you listen to any stock prognosticator about anything? If anyone actually knew how stocks were going to trade, they would shut up and keep that incredibly valuable information to themselves, so they could make a ton of money. But I digress!

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