In the last year, four countries have joined the club, growing to over 100 million mobile subscriptions: Vietnam, Bangladesh, Mexico and The Philippines.
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@ Stan – we believe that revenue from AdMob was included in Google’s $1billion, but it appears to only be a “small” proportion. In the earning call when this was announced @17:14 Patrick Pichette CFO says: “I just want to add one fact regarding the new disclosures that Jonathan just gave you. Obviously this is revenues from two different angles of our business and with it we recognize in some cases some small overlaps so for example the AdMob revenues are obviously included both in the mobile number because it is a mobile product and in display because it is a display product. These are very small but I wish to clarify this out for every body.” See: http://mobithinking.com/blog/google-one-billion
We have been tracking the IDC estimates for the shares of the mobile ad market with interest. The amount that IDC revised the market share for the networks over a three month period causes some concern about IDC’s methodology. In September IDC told Business Week that Google and AdMob’s 2010 market share would be 21 percent and Apple’s would be 21 percent of the US mobile ad market. Three months later IDC told Business Week that Google/AdMob’s 2010 share would be 59 percent and Apple’s would have 8.4 percent of the US mobile ad market. If the ad networks are not briefing IDC… then why not? If the ad networks are briefing IDC… then why the huge discrepancy in the numbers?
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