Tech / Product News & Reviews

A decade and a half of instability: The history of Google messaging apps

Sixteen years after the launch of Google Talk, Google messaging is still a mess.

A competitor emerges—iMessage has entered the chat

Lifetime: October 12, 2011-Present

Clients: iOS, macOS, WatchOS

And now, a brief history of Apple Messaging services: iMessage. End of article.

Apple launched iMessage along with iOS 5 in October 2011 and brought iMessage to the Mac with the release of OS X 10.8 Mountain Lion the next year. Apple did not release a second, competing messaging app 18 months after the launch of iMessage. In fact, Apple has never launched a competing messaging app in the nine years this service has been around. The full power of the company is behind iMessage with no other distractions.

iMessage quickly became the template for what users wanted from a Google Messaging system. Apple's service was the SMS client on iOS, but it also pushed people over to the enhanced iMessage service whenever possible. Therefore you could use iMessage to communicate with everyone, no matter what. As Apple was fond of saying at the time: it just worked. iMessage messages synced to your Mac, and eventually, SMS forwarding arrived in 2014, so I guess you can say that's when the service fully powered-up.

We'll later see Google acquiesce to the wishes of carriers and put SMS on a pedestal, but Apple was the polar opposite. Cupertino couldn't care less about the feelings of AT&T et al. Carriers were apparently blindsided by the announcement of iMessage and Apple's commandeering of SMS. I think it's funny that this happened the same year AT&T's iPhone exclusivity ended and Verizon finally got to launch an iPhone. I like to imagine Apple said something like, "Hey carriers, multiple partners means you are all now considerably less valuable to Apple! We're going to kill SMS. If you don't like it, there's the door." The truth, though, is that Apple didn't even feel the carriers were important enough to communicate with them.

We're not covering the full history of iMessage, but naturally having the full weight of Apple behind the service makes it a very competitive messaging app. It has group chat, end-to-end encryption (for iMessage messages), voice messages, FaceTime video calls, and a million other features.

The big downside to iMessage is that it only works on Apple products, and there's no website, which is pretty limiting compared to the usual "works with everything" client smorgasbord from (good) Google products. Just like BBM, Apple views this as a type of lock-in, though. Apple is a hardware company, and you're supposed to only buy Apple products. This also means Apple sees iMessage as a solvent business since more lock-in means more hardware sales.

The hardware lock-in limits the install base iMessage can have, though, since not everyone wants or can afford Apple hardware. The result is that while iMessage is great, you won't see it on a "most popular messaging services" list.

One more competitor—WhatsApp is now worth $22 billion

Missing out on the WhatsApp sale was a major turning point for Google.

By 2012, WhatsApp had become one of the world's most popular messaging apps and was announcing explosive metrics like 10x more messages per day than it had seen the year before. The app doesn't have much of a presence in the US, but it is extremely popular in India, Europe, Africa, and Latin America. In late 2012, rumors started swirling that the then-independent company was taking acquisition bids. The first bit of smoke was from a TechCrunch report in December 2012, saying that Facebook was sniffing around. WhatsApp shot the rumor down publicly, calling it "not factually accurate." Next up was an April 2013 report from DigitalTrends saying Google was negotiating a WhatsApp buyout for $1 billion. WhatsApp shot down this report, too.

It's hard to believe any of WhatsApp's denials since just a year later, the company really did end up selling—to Facebook—for a deal that ended up being valued at $22 billion. There was apparently a bidding war going on, and, according to a report from Fortune, Google tapped out at $10 billion. Google's $10 billion bid would have been the company's second-largest acquisition ever, after Motorola. Instead, Facebook's valuation of the messaging market was in a completely different league from Google's, and it turned the deal into one of the biggest tech acquisitions ever.

WhatsApp was a company that was only five years old at the time and had only 50 employees, yet it ran rings around Google's messaging efforts (which is a truly embarrassing situation). It's the perfect example of how harmful Google's lack of focus can be. From 2009 to 2014, WhatsApp built a messaging app worth $22 billion that boasted 450 million users. From 2009 to 2014, Google launched five different messaging apps.

Pre-Facebook acquisition, WhatsApp also answered the question of, "How do you make money with a messaging service?" WhatsApp made money through the innovative scheme of charging money—it cost $1 to sign up and $1 a year going forward. WhatsApp originally did this to slow user growth to a manageable amount and cover the cost of sending initial SMS sign-up texts. The founders were apparently shocked to see that $1 didn't hurt people's appetite for the app, and it just remained a paid app.

If Google had spent the money to buy WhatsApp, today it would probably be a messaging powerhouse. Instead, the messaging rich got richer, and Facebook was able to control the WhatsApp user base along with its already popular Facebook Messenger service. I think most observers would say Facebook understands social networks and messaging more than Google could ever dream of, and it's interesting that Facebook treats messaging as a pillar of the company. It's something the company is willing to spend tens of billions of dollars on, while Google is content to let messaging languish as a series of unstable side projects.

We recently got an amazing bit of commentary on this series of events from Apple, which ended up having some of its internal communication aired out in public thanks to the Epic Games case against the company. When the first "Google's buying WhatsApp!" rumors started swirling, Apple's SVP of Internet Software and Services, Eddy Cue, started pitching the idea of a response to what he saw as a formidable Google/WhatsApp combination. Cue asked the other Apple execs, "Do we want to lose one of the most important apps in a mobile environment to Google?"

Hearing a high-ranking Apple exec call messaging "one of the most important apps" is, again, strikingly different compared to how Google normally runs messaging. At any point in the last 15 years, messaging has almost always been a complete afterthought in the company's lineup. Cue wanted to respond to Google/WhatsApp by going really hard and bringing iMessage to Android instead of keeping it the Apple-ecosystem exclusive it is today. Other execs were skeptical of the move, and the plan never happened, but it shows again how Google buying WhatsApp could have been a major turning point for the industry.

Cue (and Facebook) were definitely right about the future of WhatsApp. WhatsApp had 450 million monthly active users at the time of the Facebook purchase, and today the app has grown to over 2 billion users. Google has released another five messaging apps in that amount of time and still doesn't have a stable or successful messaging platform.

Google Docs Editor Chat (2013)—Just like Gmail chat, but not integrated with anything

Lifetime: June 6, 2006 (Sheets)/April 25, 2013 (Docs and Slides)-Present

Clients: Desktop web only

Let's take a minor detour from the major messaging apps to talk about Google Docs. Google Docs/Sheets/Slides is a great online tool for collaborating on a document. And often when you're collectively writing or editing something, you want to have a discussion about it. For that, the Google Docs Editors have a very handy integrated chat service.

Google Docs and Slides got a siloed chat feature in 2013, but if you want to get really technical, Sheets first had chat at launch, all the way back in June 2006, when it was "Google Spreadsheets Labs." The other Google office suite app would be more reliant on an in-line comment system for communication at first (does that count as a messaging service?), though, and it wouldn't get a similar chat feature until seven years later.

This 2013 version of the Google Docs editor chat looked and worked just like Google Talk in Gmail. It actually was Google Talk under the hood, but somehow this wasn't integrated with Google Talk. Google Docs throws everyone looking at a document into a single group chat, and combined with the fact that some documents could be public, maybe that didn't jibe with Google Talk's contact security model.

If Google could have made everything work, Gmail's use of a real chat service still seems like a more convenient solution. While Google Talk works everywhere and will pop up on your phone, Google Docs Chat is awkwardly only available through the desktop web app, which means you'll only get a message if you are sitting in front of a computer with that specific document open. I am always first invited to look at a Google Doc through a real messaging service, like Hangouts, and then at some point we have to awkwardly stop talking on Hangouts and start talking to Google Docs just to get the convenience of having everything in a single window. If I leave early and someone asks a late question, that question doesn't arrive if it's asked through Google Docs. The weird thing about Docs and Gmail is that the interfaces are nearly identical—pop-up chat boxes that you can type in—but Gmail's is so much more reliable and convenient thanks to being plugged into a real chat service.

Like we discussed in the Google Talk section, thanks to sharing some back-end functionality with Google Talk, the 2017 shutdown of Google Talk disrupted Docs chat for a bit while it switched to Hangouts. What's crazy about that timeline is that Google Docs and Slides implemented Chat in 2013, one month before Google Hangouts launched. This capped off months of rumors about Google's new chat service, so surely the Google Docs team knew Talk was on the way out. Yet, it launched the feature based on Talk technology anyway. Skate to where the puck is going, people!

Google Hangouts (2013)—Google's greatest messaging service

Lifetime: May 15, 2013 to Present

Platforms: Android, iOS, the web, web Gmail, Windows, Mac, Linux, Chrome OS, Android Wear, Google Glass

Circa 2013, Google was running into a problem—way too many messaging apps. If you were a Google user and wanted to message someone, you could IM them on Google Talk, send an SMS from Android's texting app, send them an SMS through Google Voice, or fire up Google+ Messenger. Google's plan to solve the problem of four messaging apps was... to develop a fifth messaging app.

This messaging app would eventually be a great unifier, though. Rumors of Google's super messaging platform started as early as 2012, with one Google product manager admitting to the media Google was doing "an incredibly poor job" meeting the needs of messaging users (you don't say?). By 2013, rumors of an IM project codenamed "Babel" were regularly popping up, promising a unified Google messaging solution.

At Google I/O 2013, Google announced that Hangouts would turn from a video app into a full-blown messaging service. During the presentation, Google pitched an idea that some messaging services still can't offer: a client that can do text, photos, and video chat, across all devices, on any OS. On day one, Hangouts was everywhere. There were clients on Android, iOS, and on any desktop via the Gmail website or a standalone Chrome extension (which was indistinguishable from a native app). That last bit worked on Windows, Mac, Linux, and Chrome OS.

Hangouts' default list view showed conversations instead of people, mixing in one-to-one chats with group chats. Any photos shared to a room would be saved in a Google+ Photos album, and text history is saved forever (if you want) in Gmail and synced across devices. Hangouts' G+ integration meant you could add entire circles to your group chats or add people through a simple checkbox UI. Google Talk pre-dated the invention of Unicode-standard emojis, so Hangouts was Google's first messaging service to ship with a comprehensive set of the little glyphs. There were read receipts and animated typing indicators, and since this was based on Google Hangouts the video chat app, a single button push could drop everyone into a group video call.

Google Hangouts replaced Google Talk, and the existing user base got an in-place upgrade, a move that should be a benchmark for how serious Google is about any given messaging app. In the future, a thousand Google Messaging apps will rise and fall after the launch of Hangouts, but only one, Google Chat, will be deemed worthy enough to inherit this user base. The desktop version of Gmail swapped out the Google Talk sidebar for a Hangouts sidebar, which was functionally very similar. On Android, Hangouts shipped as an upgrade to Google Talk, and to this day it has the same package name as Google Talk: com.google.android.talk.

The in-place upgrade strategy led to a huge overnight explosion of Google Hangouts users. Android would pass 1 billion activations in a few months, and Google Talk was a preinstalled app since the beginning. All of those still-active Android users would become Google Hangouts users once they checked for app updates. A year earlier, Google announced Gmail was the world's biggest email service, with 425 million active users. Now all of these people were on Hangouts.

Hangouts also started the death of XMPP messaging for Google's biggest messaging service. All the federation work that Google started with Google Talk wasn't making the jump to Hangouts. XMPP clients like Adium and Pidgin could still connect to Hangouts, but they would have to do it with Google credentials. Non-Google users wouldn't be able to connect to the Hangouts service through a federated server the way they could with Google Talk. Even with Google credentials, XMPP clients on Hangouts were second-class citizens and didn't get access to many features.

Enlarge / Hangouts didn't unify anything at launch. Before Hangouts there were only four messaging apps; after Hangouts there were four messaging apps. That would change, though.

On day one, Hangouts was a bit of a disappointment. Those hoping for a unifying Google messaging service, like the rumors promised, didn't get one. We started with four services—Google Talk, Android SMS, Google+ Messenger, and Google Voice. And in the immediate aftermath of the Hangouts launch, there were still four services—Hangouts, Android SMS, Google+ Messenger, and Google Voice. Nothing was actually unified. There were also a few missing features compared to Google Talk, like the lack of audio calls and presence indicators. This is the minimum viable product launch strategy in action, and the disappointment is standard. A lot of Google services never recover from the initial negative reaction, but Hangouts did.

The key to overcoming MVP disappointment is to rapidly ship updates, and Hangouts did that. Three months after launch, in August 2013, Google+ Messenger was killed, and the company was down to three messaging apps. October 2013 brought the long-anticipated Hangouts SMS integration on Android. Users could register Hangouts as the default SMS app, finally giving Android users an equivalent to Apple's iMessage on iOS. That month also brought the release of Android 4.4 KitKat, where there was no default "SMS" app for Android anymore, there was only Hangouts (so if counting, we're down to two apps). Google finally delivered on the full promise of Hangouts when, by late 2014 around a year and a half after launch, Hangouts finally added Google Voice support. These features all arrived slower than any Hangouts user would like, but finally, there was one Google messaging app to rule them all.

At this point in 2015, Google Hangouts was at the height of its powers. To date, it's still the greatest messaging service Google has ever produced. It worked on every platform. It pulled in SMS, Google Voice, and regular Hangouts messages. They were all stored in a seamless, merged history of messages from each contact, and you could switch message delivery systems via an easy drop-down menu. It had most of the features you could want, like video calls and location sharing. And accordingly, by June 2015, the app hit a billion downloads, just on Android. A dedicated Hangouts website, hangouts.google.com, would launch in August.

The death of Hangouts, unified Google messaging, and hope

Hangouts' reign as Google's unified messaging service held together for about one year, basically the entirety of 2015. By the end of December, Google couldn't help itself and there was already talk of a new Google messaging service that was gearing up to launch, but this time with chatbots (this would eventually be Google Allo). Also in 2015, Hangouts development was already going slower than people would like, and the neglect was starting to be visible.

Google actually caved on an iMessage-style SMS takeover a year earlier, in 2014. The company pushed forward the bold direction of running all SMS messages through Hangouts in the 2013 release of Android 4.4 KitKat, which didn't include any other SMS app. Carriers complained soon after, and Google immediately sided with carriers over users, shipping what the company described as a "carrier-centric" SMS app, Google Messenger, in Android 5.0 Lollipop. Around 2014, the iOS/Android duopoly was not set in stone yet, and with Google still fighting Windows Phone 8, it didn't want to upset carriers and give Microsoft an opening for success. Hangouts' SMS support would still hang out for a few more years, but Google proved it didn't have the stomach to do anything the carriers didn't enthusiastically approve of.

Hangouts collapsed about as quickly as it was built. Despite the superior functionality on Hangouts, Google started pushing users to switch SMS usage from Hangouts to the "carrier-centric" Google Messenger SMS app in early 2016. At Google I/O 2016 in May, Google Allo was announced, a new messaging service that would ship with lots of bells and whistles that could have been helpful to Hangouts. By October 2016, Hangouts was no longer a default Android app, having lost its spot to Allo.

Hangouts started being stripped of features, but it was never enough to kill the app. In May 2017, Hangouts was stripped of its SMS functionality. In December 2018, Google announced a formal plan to kill Hangouts and transition users (many of whom have been around since Gtalk) over to yet another Google Messaging app, Google Chat, which was first built as a competition to Slack for G Suite. The Wear OS Hangouts app died in 2019, and location sharing and audio calls were ripped out of Hangouts in 2020.

Yet actually killing Hangouts has proven incredibly difficult for Google—mostly due to how many clients there are and how widespread it is. Despite the late 2018 shutdown announcement, Google hasn't made a ton of progress in 2019 and 2020 toward replacing Hangouts. The latest timeline said that optional upgrades for consumers to Google Chat will start in 2021, and Google Voice support will die in 2022. There's still no actual shutdown date.

Google Hangouts was the gold standard of Google Messaging apps, and the app has cast a long, dark shadow over all of Google's up-and-coming messaging services. From here on out, any complaints about newer Google Messaging services almost always revolved around the quote, "Hangouts did this better." If Google could have just taken care of Hangouts over the years and thrown the full weight of the company behind this single messaging service, today it might have an iMessage-fighting, WhatsApp-rivaling message app, and I probably wouldn't be writing this article. Google just could never throw the full weight of the company behind a single messaging app, and soon Google would move on to a new shiny bauble, leaving Hangouts to rot.

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