One thing to keep in mind is that Page and Brin jointly control the company because their stock has super voting rights. So, the opinions of Wall Street analysts and stockholders won't count as much as with most public companies we are familiar with. If Brin likes the way things are going with Page as CEO, it might not matter very much what Wall Street or anyone else thinks about how things are going.
I don't think they are going to be focused on short term earnings growth as much as most public companies -- instead, I think they want to do exciting and interesting things technically, to overcome the perception they are "has beens" (vis a vis Twitter, Facebook etc.), and prove they are capable of creating some big, important things besides the world's most successful search engine.