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Flurry: Google/Facebook account for 35% of U.S. mobile usage

  • Google's (GOOG) services account for 18% of time spent by U.S. consumers on iOS/Android devices, and Facebook's (FB) services 17%, according to analytics firm Flurry's latest stats. Google's figure includes a 4% share for YouTube. Facebook's doesn't yet account for WhatsApp.
  • Pressuring Google's usage share: Web browsing activity, to which search activity is tightly linked, accounts for only 14% of all time spent, down from 20% a year earlier. In addition, half that time is claimed by Apple's Safari, which carries steep search traffic acquisition costs for Google.
  • Google is trying to address the browsing/app issue in part by making its search engine more useful for finding/discovering content within apps. But progress has been gradual.
  • Nonetheless, as noted by Flurry, eMarketer estimates Google accounted for 49% of 2013 global mobile ad spend, well above Facebook's 17.5%. Contributing factors: Google's mobile search (and search ad) hegemony, a solid mobile display ad position, and Android's dominant position in most international markets.
  • Flurry thinks Twitter (TWTR) has just a 1.5% usage share. It's worth noting comScore estimates Twitter's app was only used by 22.8% of U.S. smartphone users in January. 77.6% used Facebook's core app, and 27.5% Instagram. Five different Google apps were used by over 40% of users.
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Comments (5)
  • haaggus
    , contributor
    Comments (78) | Send Message
     
    Considering these two stocks account for at least 25% of my portfolio, I'm glad to hear this. Facebook and Google are going to crush earnings over the next 2 years.
    1 Apr 2014, 09:09 PM Reply Like
  • Bouchart
    , contributor
    Comments (805) | Send Message
     
    If two individual tech stocks compose at least 25% of your portfolio you might want to diversify a bit more.
    1 Apr 2014, 09:19 PM Reply Like
  • Manitobatex
    , contributor
    Comments (857) | Send Message
     
    haaggus you are travelling down the right path into the Garden of Eden.
    Not everybody will agree & and who the h... cares.
    1 Apr 2014, 09:32 PM Reply Like
  • gwynfryn
    , contributor
    Comments (4888) | Send Message
     
    I'm with Bouchart; follow the rule of a maximum of 5% in any one stock, and maybe twice that for a sure thing (and I aint seen one of those yet...). OK, Google comes pretty close, but FB could go either way, and in a hurry!
    2 Apr 2014, 08:16 AM Reply Like
  • WealthMaster
    , contributor
    Comments (1653) | Send Message
     
    I agree with the guys, you may want to trim down you postions and diversify a bit more outside of stocks that are social media related. Perhaps some staples and more conventional companies, P&G, SYSCO etc.
    3 Apr 2014, 05:42 AM Reply Like
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