He didn't say what percentage of search queries are from mobile devices, but analysis this week from Thomas Weisel Partners suggests it's greater than 10%. Although another Google executive recently declared that "desktops will be irrelevant in three years," Mr. Gundotra's comments indicate that mobile search isn't yet taking away from searches on desktops. In fact, he said the company sees mobile search increase during lunch hours and other times when people are away from their desks. J. P. Morgan analyst Imran Khan wrote today that this means mobile searches "could positively impact" the overall growth of paid clicks — a measure of online ad revenue. Mr. Gundotra said the development of smarter phones and better mobile browsers is driving the shift to mobile. 
Share:  He didn't say what percentage of search queries are from mobile devices, but analysis this week from Thomas Weisel Partners suggests it's greater than 10%. Although another <span class="company">Google</span> executive recently declared that "desktops will be irrelevant in three years," Mr. Gundotra's comments indicate that mobile search isn't yet taking away from searches on desktops. In fact, he said the company sees mobile search increase during lunch hours and other times when people are away from their desks.<span class="sent"> J. P. Morgan analyst <span class="analyst">Imran Khan</span> wrote today that this means mobile searches "could positively impact" the overall growth of paid clicks — a measure of online ad revenue.</span> Mr. Gundotra said the development of smarter phones and better mobile browsers is driving the shift to mobile. Tweet this 

But that's still down more than a third year over year; AOL represented 3.9% of the market a year ago, according to comScore. . And last month, AOL search volume declined by 29% year over year, faster than its 16% year over year decline last quarter, JPMorgan analyst Imran Khan notes. . Why does this matter? AOL is in the middle of negotiating a new search deal 
Share:  But that's still down more than a third year over year; <span class="company">AOL</span> represented 3.9% of the market a year ago, according to comScore.<span class="sent"> . And last month, <span class="company">AOL</span> search volume declined by 29% year over year, faster than its 16% year over year decline last quarter, JPMorgan analyst <span class="analyst">Imran Khan</span> notes.</span> . Why does this matter? <span class="company">AOL</span> is in the middle of negotiating a new search deal....But that's still down more than a third year over year; <span class="company">AOL</span> represented 3.9% of the market a year ago, according to comScore.<span class="sent"> . And last month, <span class="company">AOL</span> search volume declined by 29% year over year, faster than its 16% year over year decline last quarter, JPMorgan analyst <span class="analyst">Imran Khan</span> notes.</span> . Why does this matter? <span class="company">AOL</span> is in the middle of negotiating a new search deal. potentially with Google, potentially with Bing. Tweet this 

It missed this year's Oscars, but "Alice in Wonderland" was a big hit for Disney ( DIS ), opening with $116 million in receipts this past weekend, writes JP Morgan analyst Imran Khan in a note to clients today, putting the film on track to generate $300 million at the U. S box office, he believes. The success of "Alice" is a good step in the direction of Disney's studio's turnaround, Khan believes. 
Share:  <span class="sent">It missed this year's Oscars, but "Alice in Wonderland" was a big hit for Disney ( <span class="company">DIS</span> ), opening with $116 million in receipts this past weekend, writes JP Morgan analyst <span class="analyst">Imran Khan</span> in a note to clients today, putting the film on track to generate $300 million at the U. S box office, he believes.</span> The success of "Alice" is a good step in the direction of Disney's studio's turnaround, Khan believes. Tweet this 

AOL now expects domestic ad revenues to shrink in the first quarter on a year over year basis, JPMorgan analyst Imran Khan points out in a note today, citing AOL's just filed year end report to the SEC . This is worse than AOL's previous guidance for flat year over year Q1 domestic ad revenue, which it supplied on its Q4 earnings call , Khan notes. Domestic display revenue grew 1% year over year in Q4 . 
Share:  <span class="sent"><span class="company">AOL</span> now expects domestic ad revenues to shrink in the first quarter on a year over year basis, JPMorgan analyst <span class="analyst">Imran Khan</span> points out in a note today, citing <span class="company">AOL</span>'s just filed year end report to the SEC .</span> This is worse than <span class="company">AOL</span>'s previous guidance for flat year over year Q1 domestic ad revenue, which it supplied on its Q4 earnings call , Khan notes. Domestic display revenue grew 1% year over year in Q4 . Tweet this 

Another thing it will make possible: increased revenues As JP Morgan analyst Imran Khan noted in a research bulletin issued after the announcement, "More than half of US internet users now use Facebook, and globally the site represents ~5% of all time spent online Additionally, we think social games generated more than $500M in revenue in F'09, and the sales of virtual goods and premium services are a key part of the revenue model for such games—one which we think has been constrained by the shortage of straightforward payment options 
Share:  Another thing it will make possible: increased revenues<span class="sent"> As JP Morgan analyst <span class="analyst">Imran Khan</span> noted in a research bulletin issued after the announcement, "More than half of US internet users now use <span class="company">Facebook</span>, and globally the site represents ~5% of all time spent online</span> Additionally, we think social games generated more than $500M in revenue in F'09, and the sales of virtual goods and premium services are a key part of the revenue model for such games—one which we think has been constrained by the shortage of straightforward payment options Tweet this 

Another thing it will make possible: Increased revenue As JP Morgan analyst Imran Khan noted in a research bulletin issued after the announcement, "More than half of US internet users now use Facebook, and globally the site represents ~5% of all time spent online Additionally, we think social games generated more than $500M in revenue in F'09, and the sales of virtual goods and premium services are a key part of the revenue model for such games–one which we think has been constrained by the shortage of straightforward payment options" 
Share:  Another thing it will make possible: Increased revenue<span class="sent"> As JP Morgan analyst <span class="analyst">Imran Khan</span> noted in a research bulletin issued after the announcement, "More than half of US internet users now use <span class="company">Facebook</span>, and globally the site represents ~5% of all time spent online</span> Additionally, we think social games generated more than $500M in revenue in F'09, and the sales of virtual goods and premium services are a key part of the revenue model for such games–one which we think has been constrained by the shortage of straightforward payment options" Tweet this 

Microsoft's share rose to 113% from 107%, respectively, and Yahoo's share slipped to 17% from 173%, according to comScore JP Morgan Analyst Imran Khan expects Yahoo will continue to focus on providing an innovative search experience 
Share:  Microsoft's share rose to 113% from 107%, respectively, and <span class="company">Yahoo</span>'s share slipped to 17% from 173%, according to comScore<span class="sent"> JP Morgan Analyst <span class="analyst">Imran Khan</span> expects <span class="company">Yahoo</span> will continue to focus on providing an innovative search experience</span>...<span class="sent">JP Morgan Analyst <span class="analyst">Imran Khan</span> expects <span class="company">Yahoo</span> will continue to focus on providing an innovative search experience "As Microsoft will only provide the search result listings available through Bing, <span class="company">Yahoo</span> will still be responsible for creating a unique user experience and competing for audience, engagement, and clicks," he wrote in a research note</span> Tweet this 

The company made particular note of an increase in international booking sales, which jumped 75% to $2229 million in the fourth quarter Chief Executive Jeffery Boyd said that international bookings were helped by Priceline's "geographic expansion, increased hotel supply and a consumer shift to online bookings" JPMorgan Chase analyst Imran Khan believes Priceline's "Name Your Own Price" business "continued to drive market share gains from competitors" 
Share:  The company made particular note of an increase in international booking sales, which jumped 75% to $2229 million in the fourth quarter Chief Executive Jeffery Boyd said that international bookings were helped by <span class="company">Priceline</span>'s "geographic expansion, increased hotel supply and a consumer shift to online bookings"<span class="sent"> JPMorgan Chase analyst <span class="analyst">Imran Khan</span> believes <span class="company">Priceline</span>'s "Name Your Own Price" business "continued to drive market share gains from competitors"</span>...<span class="sent">JPMorgan Chase analyst <span class="analyst">Imran Khan</span> believes <span class="company">Priceline</span>'s "Name Your Own Price" business "continued to drive market share gains from competitors"</span> Khan wouldn't be so quick to project big international growth for <span class="company">Priceline</span> though While international growth did contribute heavily to the company's quarterly gains, the business is composed "mainly of small independent hotels that are limited as to how aggressive they can be in marketing directly in online channels" Meanwhile, Scott Barry of Credit Suisse notes that the company has "strong secular tailwinds," adding that the rationale to own the stock remains "sustainable strong growth driven by deployment of proven potent agency distribution model against an attractive $300 billion global lodging market opportunity" Tweet this 

This, then, potentially opens new sources of money for Facebook credits (It also suggests that PayPal sees Facebook credits as more of a business opportunity than a threat) Advertisers will also now be able to use PayPal to purchase Facebook's self serve ads , but this isn't as big of a deal Here's JPMorgan analyst Imran Khan's take from PayPal's point of view: Rapid growth makes for attractive opportunities 
Share:  This, then, potentially opens new sources of money for Facebook credits (It also suggests that <span class="company">PayPal</span> sees Facebook credits as more of a business opportunity than a threat) Advertisers will also now be able to use <span class="company">PayPal</span> to purchase Facebook's self serve ads , but this isn't as big of a deal<span class="sent"> Here's JPMorgan analyst <span class="analyst">Imran Khan</span>'s take from <span class="company">PayPal</span>'s point of view: Rapid growth makes for attractive opportunities</span> Tweet this 

This, then, potentially opens new sources of money for Facebook credits (It also suggests that PayPal sees Facebook credits as more of a business opportunity than a threat) Advertisers will also now be able to use PayPal to purchase Facebook's self serve ads , but this isn't as big of a deal Here's JPMorgan analyst Imran Khan's take from PayPal's point of view: Rapid growth makes for attractive opportunities 
Share:  This, then, potentially opens new sources of money for Facebook credits (It also suggests that <span class="company">PayPal</span> sees Facebook credits as more of a business opportunity than a threat) Advertisers will also now be able to use <span class="company">PayPal</span> to purchase Facebook's self serve ads , but this isn't as big of a deal<span class="sent"> Here's JPMorgan analyst <span class="analyst">Imran Khan</span>'s take from <span class="company">PayPal</span>'s point of view: Rapid growth makes for attractive opportunities</span> Tweet this