"Google has been doing a lot of work with artificial intelligence and they've been pulling music off of Android devices so they know what people listen to," said Enderle. "I expect they will combine the two things and create a better discovery engine that will do a better job surfacing music you didn't know that you'd like."
Google is well positioned to use its technical savvy to upgrade a streaming music experience, noted Blau.
"If Google launches a service like Songza, or includes some of their features, then it is a bit different than the Pandoras of the world in that there is a component of personalization combined with algorithms, playlists, and interesting and situational groupings that help people refine their listening tastes," he said. "Bringing it all under one brand and a centralized UI would mean they then have a full-featured music service, which I think will be attractive as a product."
Sign up for CIO Asia eNewsletters.