The Google Growth Machine Can't Keep Up

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Google's Gmail and Drive apps have sputtered recently. But what's bad news for users may be good news for users, Fool contributor Tim Beyers says in the following video.

Mail suffered a several-hours-long disruption on Sept. 23 and then another brief hiccup two days later. Google Talk then took two days off for some users. Tim says he's experienced a few minor Gmail glitches and slowness in Docs. What gives? Growing pains, Tim says.

New data from Gartner suggests total revenue from mobile app stores such as Google's Play and Apple's iTunes App Store is on pace to grow 44% this year after more than doubling in 2012.

Most signs also point to at least a half-billion Gmail users and rising adoption of Google Apps at the corporate level. CEO Larry Page needs to beef up investments in app infrastructure to unleash all the available horsepower in Google's growth machine, Tim says.

Do you agree? Are you using more or fewer Google apps today than you were last year? Please watch the video to get Tim's full take, and then leave a comment to let us know where you stand.

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The article The Google Growth Machine Can't Keep Up originally appeared on

Fool contributor Tim Beyers is a member of the  Motley Fool Rule Breakers stock-picking team and the Motley Fool Supernova Odyssey I mission. He owned shares of Apple and Google at the time of publication. Check out Tim's Web home and portfolio holdings, or connect with him on Google+Tumblr, or Twitter, where he goes by @milehighfool. You can also get his insights delivered directly to your RSS reader.The Motley Fool recommends and owns shares of Apple and Google. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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