Google's share of the enterprise market remains tiny -- suggesting massive upside potential if the company can convince other big municipalities and corporations to use its services. Analysts will be interested to hear updates on China, regulatory scrutiny -- particularly of the AdMob deal -- the enterprise business and the mobile business. But they won't be hearing those updates from Google CEO Eric Schmidt, who, for the first time since the company went public in 2004, is not expected to participate on the earnings call.