Thanks to the iPad's dominant share of tablet browsing, iOS (AAPL) grew its share of total...

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Brennanhay Comments (63)
 
I'd answer this with a question

What are the differences between Android driven revenue sharing agreements and iOS revenue sharing?

It is not like GOOG is an OEM.

Long AAPL GOOG
1 Jun 2012, 07:18 PM Reply Like

SA Editor Eric Jhonsa Comments (563)
 
It's possible some revenue-sharing payments are made to Android OEMs. But Google's in a much better negotiating position with Android, since it controls so many of the apps and services Android relies on, as well as other perks early access to new OS versions and code review. It doesn't have this kind of leverage with Apple.
1 Jun 2012, 07:46 PM Reply Like

Brennanhay Comments (63)
 
I found some good articles on this, great graphics and breakdowns.

http://bit.ly/L5E1R3

http://bit.ly/L5E1R7

Long GOOG AAPL
1 Jun 2012, 07:59 PM Reply Like

SA Editor Eric Jhonsa Comments (563)
 
As I mentioned in an earlier comment, I think Deidu makes some huge assumptions in his column. Android is likely much more profitable for Google at this point than he suggests.

http://seekingalpha.co...

I thought an Andy Rubin presentation from July 2010 was more informative, though it's dated at this point.

http://seekingalpha.co...
1 Jun 2012, 08:07 PM Reply Like

Brennanhay Comments (63)
 
Eric,

Thanks for your reviews of Deidu's material.

I found it very informative

Long AAPL GOOG
1 Jun 2012, 08:31 PM Reply Like

SA Editor Eric Jhonsa Comments (563)
 
Glad to help.
1 Jun 2012, 08:37 PM Reply Like