$8B/year run rate or not, mobile is a problem for Google (GOOG), argues Goldman. Its reasons: 1)...
$8B/year run rate or not, mobile is a problem for Google (GOOG), argues Goldman. Its reasons: 1) In spite of Android's dominant smartphone share, iOS accounts for 60% of mobile Web traffic (thanks in large part to the iPad), and Google has to pay huge traffic acquisition costs to Apple for Mobile Safari search traffic. 2) Google's smartphone search ad prices are an estimated 30%-50% of its PC prices, and mobile is cannibalizing PC search. 3) The iPad still leads the tablet market, and it could produce a halo effect for the iPhone.
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