Report Overview

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Apple and Google: Apps, iAd and War

PublisherEnders Analysis.
Publish Date May 24, 2010
Sector Fixed Line (Internet and Voice), Mobile and Wireless Technology.
Company Apple, Google.

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GAIN ACCESS

In June, Apple’s new iAd’ unit will begin serving ads within iPhone apps. iAd will compete with Google’s AdMob, paralleling Google Android’s competition with the iPhone, as the two companies contend to shape how people will use the mobile internet.

The iPhone’s success is underpinned by apps, which draw in both consumers and publishers in a virtuous circle, but undercut Google’s search model. With iAd, Apple seeks to make sure iPhone apps remain the most profitable place for publishers.

Steve Jobs has suggested a multi-billion dollar revenue potential the true figure could be a tenth of that, but the real value of iAd will be in defending and supporting the iPhone.

Report Overview

Apple and Google: Apps, iAd and War

In June, Apple’s new iAd’ unit will begin serving ads within iPhone apps. iAd will compete with Google’s AdMob, paralleling Google Android’s competition with the iPhone, as the two companies contend to shape how people will use the mobile internet.

The iPhone’s success is underpinned by apps, which draw in both consumers and publishers in a virtuous circle, but undercut Google’s search model. With iAd, Apple seeks to make sure iPhone apps remain the most profitable place for publishers.

Steve Jobs has suggested a multi-billion dollar revenue potential  the true figure could be a tenth of that, but the real value of iAd will be in defending and supporting the iPhone.

In June, Apple’s new iAd’ unit will begin serving ads within iPhone apps. iAd will compete with Google’s AdMob, paralleling Google Android’s competition with the iPhone, as the two companies contend to shape how people will use the mobile internet.

Steve Jobs has suggested a multi-billion dollar revenue potential the true figure could be a tenth of that, but the real value of iAd will be in defending and supporting the iPhone.