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The NextMarket Report — Alphabet

Will Alphabet Sell Nest?

Mike Wolf Alphabet Fadell Fawaz Nest

Yesterday I wrote about what I viewed as the most likely scenario for Nest under its new CEO, Marwan Fawaz, which is to focus on shipping some of the products under development and transition the division to paid consumer services. It should go without saying, however, that there are lots of other scenarios to consider, one of which is selling the company.  This is exactly the scenario explored in an interesting post over at Ars Technica published yesterday. The post is a good wrap up of many of the issues the company experienced under Tony Fadell, including Nest's inability to...

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What Does Alphabet Mean For Google's Smart Home Efforts?

Mike Wolf Alphabet Brillo Google Nest Thread Weave

Like many, I've spent the past 24 hours trying to figure out Google's latest out-of-left-field move, the decision to create a new holding company called Alphabet. If you've been only half-paying attention to tech news, the gist of it is this: Google will form a new holding company called Alphabet, which will be Google's parent company. Alphabet will be the publicly traded stock that will replace Google. Core Google businesses (i.e. the businesses that make most of the money) will remain under Google. This includes search, ads, YouTube, maps, Android.   The other businesses that are more unproven but with...

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