Comments on: Apple vs. Google – The big trade https://www.radiofreemobile.com/apple-vs-google-the-big-trade/ To entertain as well as inform Fri, 18 Apr 2025 06:25:09 +0000 hourly 1 https://wordpress.org/?v=4.9.26 By: Colin https://www.radiofreemobile.com/apple-vs-google-the-big-trade/#comment-876 Thu, 27 Nov 2014 10:32:42 +0000 http://www.radiofreemobile.com/?p=2268#comment-876 Apple is already well down the path of replacing Google for search. Siri search uses Bing, as does OS X Spotlight as it searches local media and the internet at the same time. Apps are also displacing web search on both iOS and OS X. This disintermediation is reducing Google’s revenue from Apple products regardless of the user’s web search preferences. Google relies on privacy intrusion that is illegal under European data protection law and Apple is right to protect their customers’ privacy whilst also competing with Google.

]]> By: Tim Nash https://www.radiofreemobile.com/apple-vs-google-the-big-trade/#comment-875 Thu, 27 Nov 2014 09:06:11 +0000 http://www.radiofreemobile.com/?p=2268#comment-875 ‘I have long been of the opinion that Apple would dearly love to remove Google from all of its ecosystem but it is a decision not to be taken lightly.’

While iOS gains more users from Android than it loses, Google services enable the transition. So having them available helps Apple gain users. After users move over, many will try the Apple defaults and those that prefer at least some of them or other parts of the ecosystem, will stay on iOS.

Tim Cook is pragmatic and if Apple wants to keep growing as the high end segment of the smartphone market matures, making life as easy as possible for those Android users who want to move, is the best way of doing it.

‘RFM estimates that in 2015E, Google will generate $10.2bn in mobile advertising revenues from iOS alone.’

Given the high TAC for being the default search option, how much will Google lose? Anyone using Google services from iOS can be told that for the best results using … you need to have Google search enabled and how to do it. Google Maps has managed to keep over 10% of iOS users so search, with an ad campaign linked to Google services, should do much better. While Google gross mobile revenue will suffer, the effect on net revenue may be minimal.

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