Peter Kafka

Recent Posts by Peter Kafka

Google’s $8 Billion Mobile Business Comes With Caveats

iStockphoto | maybefalse

The first news nugget from Google’s earnings call today: The company says it’s now on pace to generate $8 billion a year from mobile, up from $2.5 billion a year ago.

Big jump! But there’s a catch: Last year’s number was solely from mobile advertising. This year’s number includes mobile ads along with gross revenue from media sold through the company’s Google Play store, as well as the gross revenue from app sales.

So: Big number, but unless Google wants to break it down, hard to tell how meaningful it is.

(Update: Later in the call, CFO Patrick Pichette tells analysts the “vast majority” of that $8 billion comes from ads.)


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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