Sam Oliver
Despite the ever-increasing competition between Google and Apple, iOS remains an exceptionally important advertising platform for the search giant, with one Wall Street estimate attributing as much as three-quarters of Google's mobile ad revenue to users of Apple's devices.
Of the $11.8 billion in mobile search revenue Google booked in 2014, 75 percent — Â nearly $9 billion — Â came from iOS, according to a recent Goldman Sachs analysis cited by the New York Times. Half of that total is chalked up to a deal with Apple that makes Google the default search engine for mobile Safari.
That arrangement is thought to cost Google between $1 billion and $2 billion each year, and many believe that it will end sooner than later. Apple is rumored to be considering a switch to Yahoo or Bing, and might also enter the market with its own solution.
Apple is known to be working on a large-scale web search program, led by the team acquired with social analytics firm Topsy in 2013.
These developments put Google in a precarious position when it comes to mobile search, and losing iOS is a potentially disastrous scenario. Google has already seen mobile search volume eclipse desktop search volume in 10 markets — Â including the U.S. and Japan — Â and many new Android-based manufacturers have eschewed Google's own services in favor of other local options.
This is especially true in mainland China, where most Google offerings are blocked by government firewalls. Without Apple, Google risks being ironically cut out of the market by its own software.
AppleInsider Staff
Chip Loder
Christine McKee
Malcolm Owen
William Gallagher
Andrew Orr
80 Comments
As I have said many times. Apple should to find a way to remove as much of that as possible. No reason to help fund your potential nemesis. The best way would be ?Search as the default IMHO.
Holy shit. Just goes to show how important it is for Apple to disconnect from Google's services, and how much power Apple has to screw Google over. So basically, almost Google's entire business relies on ad revenue (which is decreasing) and almost all of it is generated from iOS devices, on which Apple can change the defaults on a whim. Great position Google is in. And people always concern troll about the iPhone being "too big a part of Apple's business".
Sweet revenge!
[quote name="Slurpy" url="/t/186439/apples-ios-drives-75-of-googles-mobile-advertising-revenue#post_2727568"]Holy shit. Just goes to show how important it is for Apple to disconnect from Google's services, and how much power Apple has to screw Google over. So basically, almost Google's entire business relies on as revenue (which is decreasing) and almost all of it is generated from iOS devices, on which Apple can change the defaults on a whim. Great position Google is in. And people always concern troll about the iPhone being "too big a part of Apple's business".[/quote] "Ever increasing competition".... :rolleyes: What I don't get is why Google would want to harm Apple or their products in any way if they make so much money from services on their platform?? [B]As it makes no sense why they would[/B] (unless someone here can explain it logically)[B] it follows that they don't want to, nor have they IMHO[/B]. I doubt Apple has lost a single dime of revenue because of Google. Heck Apple sells every single smartphone, tablet and smartwatch they can possibly build and at a premium. If Android didn't exist some other company and/or OS would have to fill the vacuum since Apple can't meet all the consumer and enterprise demand by themselves. Google's interest from the beginning was making sure they had access to all platforms. As DED said more than once, Android was meant as a buttress against Microsoft and not Apple. In reality Google was part of the reason for the iPhone's immediate success. Without Google maps and Google search it would not have been nearly as compelling a handset as it was when introduced to the world, and Apple knew that. I'm sure that was one of the reasons Jobs wanted Google represented on Apple's BOD and an Apple BOD member on Google's board. They helped each other to be successful. The problems between the two can be chalked up to a personal issue between Steve Jobs and Schmidt IMO and not any true market or financial harm that Google caused Apple. Just my opinion.
Apple...PULL...THE...PLUG!!! F-'em.