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Google + Android and mobile - Venture Insights

Report Overview

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Google + Android and mobile

PublisherEnders Analysis.
Publish Date July 8, 2013
Sector Digital Media, Fixed Line (Internet and Voice), Mobile and Wireless Technology, Technology.
Company Apple, Google, Yell.

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By the end of 2013 there will be more iOS and Android devices in use than PCs. Google is using Plus and Android to reposition itself to take advantage of this, extending its reach and capturing far more behavioural data

We believe a helpful way to look at Google is as a vast machine learning project: mobile will feed the machine with far more data, making the barriers to entry in search and adjacent fields even higher

For Google, Apple’s iOS is primarily another place to get reach: we see limited existential conflict between the two. However, mobile use models remain in flux, with apps and mobile social challenging Google’s grip on data collection