10-29-2011, 10:10 AM
The question I have on the business model as it pertains to smartphones for Google is who gets the Ad money that's embedded in all the apps?
Is that a way for the app developers to make money vs. selling the app itself like you do for Apple? Or does Google also get a cut for this?
If so then Google still wins either way given the broader reach they potentially have by not being locked to a single hardware platform (what happens with Motorola remains to be seen). They may lose part of the Apple revenue with Siri (which is by no mean insignificant) but if their growth is tied more to Android continuing to take more and more share, then the offset still probably works in Google's favor.
Is that a way for the app developers to make money vs. selling the app itself like you do for Apple? Or does Google also get a cut for this?
If so then Google still wins either way given the broader reach they potentially have by not being locked to a single hardware platform (what happens with Motorola remains to be seen). They may lose part of the Apple revenue with Siri (which is by no mean insignificant) but if their growth is tied more to Android continuing to take more and more share, then the offset still probably works in Google's favor.
Too many games to fit in signature....