Tech
Google infuses most personalized AI assistant in market into phones: Jefferies
“We don’t foresee a potential forced divestiture happening soon, but our sum-of-the-parts analysis indicates the market is seemingly assigning no value to Google Cloud and Hardware businesses,” said Jefferies analysts, led by Brent Thill, in a Wednesday investor note.
Google shares slipped 3% by noon trading.
Jefferies maintains its Buy rating on Google as it considers Gemini the most personalized generative AI assistant in the consumer market. Jefferies considers Google and Meta Platforms (META) as the best positioned companies to benefit from the consumer AI opportunity.
“It was noted that all six of Google’s apps, each with over 2B monthly active users, already have Gemini infused,” Thill said. “Google also noted that the Gemini assistant will be not exclusively for Google phones, but for all Android phones.”
“Hence, we are bullish on Gemini’s Assistant’s ability to access info across Gmail, Google calendar and more, supposing the users opt in,” he added.
Jefferies was surprised Google did not announce a new operating system, Android 15, at yesterday’s event. The new Pixel 9 line will launch with the Android 14.
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