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HTC, Google and the Future of Mobile

Season 1, Episode 45

ACQ2 Episode

September 21, 2017
January 6, 2019


Acquired is back and live on the scene! After months of speculation, Google announces today their acquisition (err, "Cooperation Agreement") of a large portion of HTC's hardware division. What does this mean for the future of mobile? Can Google transform itself into a vertically integrated device company and compete directly with Apple? Most importantly, when will we see more Beats Android handsets??? (We hope never)

Topics Covered Include:

  • The origins of HTC as a Taiwanese OEM, dating back to the Compaq iPAQ and Palm Treo 650!
  • HTC's long history with Google, starting as the manufacturer of the first Android phone, the HTC Dream / T-Mobile G1
  • HTC's ownership of Beats, for a hot minute
  • Google's own winding history in hardware, with its Motorola acquisition in 2011 and divestiture in 2014
  • Google & HTC's joint work on the Pixel smartphones in 2016
  • And much analysis and speculation on what this means for Google, Apple, Samsung, vertical vs horizontal business models and more!

The Carve Out:

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Transcript: (disclaimer: may contain unintentionally confusing, inaccurate and/or amusing transcription errors)

Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

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