Apple is About to Reduce Google's Revenues
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Re: Apple is About to Reduce Google's Revenues
#2[deleted]
Re: Apple is About to Reduce Google's Revenues
#3At one point he states: "Google charges Apple for having Maps loaded onto that Apple hardware. And as I’ve noted before, this is a substantial sum: rather more than Google currently makes from Android for example."
but the quote he uses (his own) to support this actually combines search and maps with no indication of the proportion of revenue between the two products: "The figures also suggest that Apple devices such as the iPhone, which use products such as its Maps as well as Google Search in its Safari browser, generated more than four times as much revenue for Google as its own handsets in the same period." [ http://www.forbes.com/sites/timworstall/2012/06/09/apple-is-... ]
Also - This calculation was debunked shortly after it was published: http://marketingland.com/no-google-doesnt-make-four-times-mo...
Re: Apple is About to Reduce Google's Revenues
#4The thing is, replicating Google search in terms of quality is very hard now (it is really, really clever) but 99% of users simply won't notice the difference between the awesomeness of Google and the pretty goodness of anything else. So - the question is : why don't Apple do this?
Re: Apple is About to Reduce Google's Revenues
#5The thing is, replicating Google search in terms of quality is very hard now (it is really, really clever) but 99% of users simply won't notice the difference between the awesomeness of Google and the pretty goodness of anything else. So - the question is : why don't Apple do this?
It's a dangerous line of thought (there's a saying, "people who forget history are doomed to repeat it"): it is this awesomeness that allowed Google back in 2000 to overthrow the market incumbents at that time, Altavista, Hotbot and so on. Don't underestimate the power of "awesomeness", in search at least a significant number of users are ready to jump ship whenever something better and with less junk appears.
Re: Apple is About to Reduce Google's Revenues
#6How much is Apple's market share these days? I thought Android was still the major platform and I didn't think Google would be lying awake at night from this.
Re: Apple is About to Reduce Google's Revenues
#7At one point he states: "Google charges Apple for having Maps loaded onto that Apple hardware. And as I’ve noted before, this is a substantial sum: rather more than Google currently makes from Android for example." but the quote he uses (his own) to support this actually combines search and maps with no indication of the proportion of revenue between the two products: "The figures also suggest that Apple devices such…
To be fair, this is just some random writer at Forbes who doesn't really know what he's talking about to write a totally informed 'article' and is basing his 'article' on some quotes he found and his view of joining the dots. The dots being pretty obvious as least to the Hacker News crowd.
So yes, agreed, his connecting of dots come across poorly but it didn't stop him from gathering 38k views.
Re: Apple is About to Reduce Google's Revenues
#8How much is Apple's market share these days? I thought Android was still the major platform and I didn't think Google would be lying awake at night from this.
Re: Apple is About to Reduce Google's Revenues
#9At one point he states: "Google charges Apple for having Maps loaded onto that Apple hardware. And as I’ve noted before, this is a substantial sum: rather more than Google currently makes from Android for example." but the quote he uses (his own) to support this actually combines search and maps with no indication of the proportion of revenue between the two products: "The figures also suggest that Apple devices such…
I remember there was a lot of misunderstanding about Google's revenues from Android when everyone started writing articles about it a few months ago. Most of their "facts" came from 2010, when Google still had like 4% of the US market, and Apple had like 20-23%. And somehow they extrapolated that to mean that Google also makes 4x less from Android right now. But Google has grown much faster than Apple since then, and by now Google has caught up even with the total amount of iOS devices (iPhone, iPod touch, iPad), and they both have around 350 million devices on the market. So it's very unlikely that Google is still making much less from Android than they do from iOS.
There's another similar kind of misunderstanding whenever Apple releases the "money they have paid to developers". First they forget that Apple only ever mentions the total amount they have paid since the App Store was created in 2008.
They also forget that again, Apple had a huge headstart in both number of apps and in number of units in the market until late 2010 or so, and that only more recently they've had about the same amount of apps and number of units in the market as Apple.
So when you compare the "total amount" Apple has paid to devs to Google's "total amount" that they paid to devs, obviously Apple will come out on top because of their huge headstart in the first 2-3 years. But if you compare the last quarter or last year for both, which is a lot more relevant for devs, because they'd want to know how much they can make right now, Apple might still come out on top, but the difference should be a lot smaller, and definitely not something like $3 billion vs $100 million.
Hopefully the "Apple media" will remember this before they start slamming Google when Apple will release their new numbers, without really understanding the context of those numbers.
Re: Apple is About to Reduce Google's Revenues
#10How much is Apple's market share these days? I thought Android was still the major platform and I didn't think Google would be lying awake at night from this.
"Market share" is a very vague term.
Nonetheless, iOS beats out Android in web browser usage which is why Google derives much more ad dollars from iOS compared to Android. That is the important metric.
"Market share" doesn't mean anything if it doesn't translate to something else that is valued in smart phone terms such as browser usage, paid app installs, app usage, advertising dollars generated.
Google does care. Which is why they brought up their Google Maps announcements early last week.