Google Analyst Day (2): The Money - Bits - Technology - New York Times Blog

Hmmm

Google has been expanding in a myriad new ways, but its core search and contextual advertising business continues to account for the overwhelming majority of the company’s business. If the analysts were wondering what’s Google’s second act is likely to be, they got the answer early: more of Google’s first act. “The next multi-billion dollar opportunity is really our core business of search,” Mr. Kordestani said.

The panelists emphasized that point, talking about the “head room” that is left in every one of Google’s existing businesses, including search ads, the company’s nascent display ads business and even enterprise sales.

Google Analyst Day (2): The Money - Bits - Technology - New York Times Blog