GigaOM Pro

Summary:

This research note outlines Google’s strategy to unleash the next wave of mobile innovation, particularly with respect to mobile apps. These efforts will create extraordinary new opportunities, not just for Google, but also for developers, OEMs, end-users and other mobile players. The changes that result also pose significant risks to legacy companies, who could be relegated to a supporting or niche role, or like the retailers who failed to adapt in the face of change brought by Wal-Mart, disappear altogether. Of course, there is no guarantee that Google will succeed, but the logic of its strategy is sound, compelling and likely to unfold in some form.