Peter Kafka

Recent Posts by Peter Kafka

Even Without Its Own Google Phone, Android Gains Ground in the Smartphone Ad Market

As Google prepares to launch its own Android phone next year, a quick update on the progress of the Android handsets the search king doesn’t sell itself: They’re moving pretty quickly.

At least, if you’re looking at the market for smartphone ads and “in-app” smartphone ads–as defined by AdMob, the smartphone ad company Google is buying for $750 million.

Also those caveats aside, compare these two charts from AdMob’s November and October reports, respectively. First, here are the October data measuring advertising activity on AdMob’s network, by operating system:

smartphone ad market

And here are the November data:

ad mob android november

So Google (GOOG) is still trailing Apple (AAPL) by a wide margin, but it’s moving quickly–20 percent to 27 percent in a month is awfully fast. And bear in mind that the search giant was at a mere seven percent not too long ago.

If you want, you can raise an eyebrow about AdMob’s potential bias, given its new owner-to-be, but for a long time the big knock on AdMob’s data was that it was too Apple-centric. In any case, there appears to be something happening here. Let’s see what happens in the January report.


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