Seeking Alpha

Millennial Media's (MM) Q1 Mobile Mix Report drives home the disproportionate and growing share...

Millennial Media's (MM) Q1 Mobile Mix Report drives home the disproportionate and growing share of mobile web traffic and ad viewing claimed by tablets. Ad impressions served by Millennial to non-phone devices (primarily tablets) rose 33% Q/Q, and now make up 20% of all impressions. With the iPad dominating tablet web traffic, that's a bit of a problem for Millennial, due to iAd competition, and a bigger problem for Google (GOOG), due to its search revenue-sharing deal with Apple (AAPL).
Comments (3)
  • Stone Fox Capital
    , contributor
    Comments (5758) | Send Message
     
    more misconceptions. More iOS traffic is good for MM. iAd has mostly been a failure and please name a client that wants to just deal with Apple only?
    24 May 2012, 01:48 PM Reply Like
  • SA Editor Eric Jhonsa
    , contributor
    Comments (753) | Send Message
     
    iAd is estimated to have a 17% share of the mobile display ad market. Its iOS share has to be higher. Millennial benefits more from Android, where it only faces one big competitor (Google's AdMob) instead of two (AdMob and iAd).
    24 May 2012, 01:54 PM Reply Like
  • Herr Hansa
    , contributor
    Comments (3079) | Send Message
     
    http://bit.ly/JMujVd

     

    Some real surprises in that link. I know it's just for advertising impressions, but it does imply device usage saturation. Just one example, the BlackBerry Curve, is a low margin low cost device, which does not bode well for RIMM profit margins over the next few quarters. Definitely interesting data in that article.
    24 May 2012, 02:38 PM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Tools
Find the right ETFs for your portfolio:
Seeking Alpha's new ETF Hub
ETF Investment Guide:
Table of Contents | One Page Summary
Read about different ETF Asset Classes:
ETF Selector

Next headline on your portfolio:

|