Seeking Alpha

Android activations top 1B

  • Android/Chrome (GOOG +1.2%) chief Sundar Pichai announces Android activations have topped 1B, and that the next version of Android is codenamed KitKat (Google likes its desserts). The announcement comes 3 1/2 months after Google boasted at I/O activations had surpassed 900M, and officially introduced Android 4.3 (Jelly Bean).
  • Eric Schmidt predicted in April Android's user base (naturally smaller than its lifetime activations) will hit 1B within 6-9 months, and 2B a year or two after that. He also noted the activation rate had reached 1.5M/day.
  • As with many things, Google remains tight-lipped about how well it's monetizing all those Android users, but industry research suggests the search giant has made a lot of progress. eMarketer recently estimated Google will have 53% of a $16.7B 2013 global mobile ad market, and that 31.5% of Google's 2014 U.S. ad revenue will come from mobile.
  • Previous: Android VP departs amid reports of soap opera-like drama
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