Google Points to FX After Revenue Miss; Analysts Harp on CPC

Fun with acronyms after Google’s numbers come in below Wall Street’s expectations.
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Here's the Big IPO You've Been Waiting For: Demand Media Files With the SEC

Your first peek inside the world’s most talked-about content farm. Which turns out not to be a profitable operation yet.

Twitter’s Ad Plan: Copy Google

What will Twitter’s long-awaited ad platform look like? Something like Google’s. That’s the general description of Twitter’s plan, according to people who have been briefed by the company.

Google CEO Eric Schmidt: “I Have a Special Spot for Apple in My Heart”

Eric Schmidt’s tender feelings for Apple won’t stop Google from competing directly with Apple’s iPhone: The company spent much of the time on its Q4 earnings call discussing its large mobile ambitions–without talking about specifics, of course. Meanwhile, the search giant posted a big jump in quarterly revenue. But not enough for twitchy investors, who are pushing shares down in after-hours trading.
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New From Google Labs: Google Plutocrat

The broader advertising recovery may take time, but search advertising is clearly beating a hasty path back toward normalcy. Or it is in Google’s case anyway. Reporting third-quarter results after market close Thursday, the search giant posted revenue of $5.94 billion, an increase of seven percent compared to the third quarter of 2008.
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eBay: Plenty of Options to Unlock Value

On Wednesday, eBay will hold a meeting with analysts to discuss the current business and strategy. There is little expectation that the company will announce any dramatic moves, and concern about the health of the business remains high, as expressed by eBay’s surprisingly low P/E–the stock trades at just seven times expected 2009 results. Of the 29 analysts tracked by Thomson who follow the company, only four rate the stock a Buy or Strong Buy.

New York Times: Our Digital Ads “Could Be Under Great Stress”

The Times says its core Web ad business–selling display ads on its pages–fell off in November, has gotten worse this month and could really be in trouble next year. But About.com is holding up comparatively well.