Updated from Oct. 18Google ( GOOG) is back. After a rare earnings miss in its second quarter, the company on Thursday delivered third-quarter results that trumped Wall Street's aggressive top- and bottom-line estimates. But true to form, the company was vague about its plans to enter the mobile, display, and video ad markets that investors expect it to storm next. Management did talk about the potential that each market holds, however. Shares of the search giant rose $12.13 early Friday to $651.75. Even the modest 1.9% gain is impressive considering the stock has rallied almost 30% since August lows, hitting an all-time high Thursday above $641, and investors were widely expecting a promising quarter. The strong performance should once again rectify the confidence of some investors who were jolted by last quarter's miss. And Google's showing should also mean that investors give the company's management the benefit of the doubt as it hopes to storm new arenas. But for now, Google's core search business remains the star of the show. Continued gains in market share combined with an ability to make money off searches helped Google deliver its strong quarter, CEO Erich Schmidt said in a conference call for investors. But with Google's search juggernaut on track, analysts turned their focus to Google's plans to push into new markets. And there, the company seemed to keep its options open while remaining bullish on its prospects of moving beyond search.