Peter Kafka

Recent Posts by Peter Kafka

Android Beats Apple–In One Small Corner of the Mobile Ad Market

Steve Jobs spent a lot of time yesterday explaining why Apple will beat Google in the long run. But he also conceded that, at least for a brief period, Google’s Android was running neck and neck with his phones.

Here’s another small data point to back that up. A very small one: Mobile ad network Millennial Media says that last month Android phones on its network generated more ad revenue than Apple’s iPhones did.

That’s the sum total of the information Millennial provides–there are no dollar signs attached, and no numbers of any kind.

So it’s hard to make that much of it. And if you want to raise your eyebrow even higher, you can look at this seemingly contradictory chart from Millennial that shows Apple phones generated significantly more ad impressions than Android phones. (Click to enlarge.)

Again, this is just about ad dollars that Millennial touches. So it has nothing to do with Google’s search ads or Apple’s iAds, or anything else. And recall that Apple has sent mixed messages about non-Apple ads on its platform, period. So you really don’t want to read too deeply into this.

But if you came away from the data thinking that Apple and Google are in a very competitive fight for the smartphone market, that would be okay.


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I think the NSA has a job to do and we need the NSA. But as (physicist) Robert Oppenheimer said, “When you see something that is technically sweet, you go ahead and do it and argue about what to do about it only after you’ve had your technical success. That is the way it was with the atomic bomb.”

— Phil Zimmerman, PGP inventor and Silent Circle co-founder, in an interview with Om Malik