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Day May 16, 2012

5by5 | The Critical Path #38: Seeking Enlightenment

Horace and Dan wade into Android Economics expanding on the series of posts on Asymco. We also give an update on The Critical Path Kickstarter project.

via 5by5 | The Critical Path #38: Seeking Enlightenment.

 

Android's contribution to Google

Yesterday I presented the estimated Android income statement vis-à-vis Apple’s income statement. In this post I’ll compare Android as a part of Google’s overall business.

Recall that Google has already been compared in terms of overall revenue, growth and profitability to Apple and Microsoft here.  The argument can be made that mobility has not yet had a measurable impact on Google (certainly not noteworthy enough to be reported by management).

The impact on Google of Android can be shown in the following diagram:

I used color coding to identify non-Android (Green) and Android (Brown) segments of the business. Overall, Android could amount to about 3.5% of total Google revenues and about 5% of operating earnings.