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Google’s exaggerated mobile trouble - Venture Insights

Report Overview

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Google’s exaggerated mobile trouble

PublisherEnders Analysis.
Publish Date January 28, 2016
Sector Media, Mobile, Mobile and Wireless Technology, Mobile Apps, Technology.
Company Apple, Google.

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Rumoured details of Google’s traffic acquisition deal with Apple and also the size of its Android revenue have prompted many to doubt the search giant’s prospects on mobile.

Compared to previous analyst estimates and in view of Google’s traffic cost structure, we see the reported figures as positively rather than negatively surprising.

Since the mobile economy is still developing around the world, it is in our view misguided to evaluate the success of Android in revenue terms alone, since the OS responds to Google’s broader strategic aims.