As investors digest Google's (GOOG -2.1%) Q3, mobile is taking center stage: Google's $8B/year...

|By:, SA News Editor

As investors digest Google's (GOOG -2.1%) Q3, mobile is taking center stage: Google's $8B/year mobile ad/Google Play run rate, 15% Y/Y ad price decline, and plunging Motorola sales have become talking points. Though Larry Page claims "mobile monetization per query is already a significant fraction compared to desktop," Canaccord estimated last month there's over a 2:1 difference. Analysts are split over mobile's long-term revenue impact, and much else. (transcript)