Google is eating the world. It dominates several key tech industries and dwarfs competitors in each of these markets: - Digital advertising - Desktop and mobile search - Digital video - Smartphone platforms Google's success has also allowed it to explore new ventures like self-driving cars, health tech, and drones. As part of Business Insider's Ignition event earlier this week, Business Insider CEO Henry Blodget broke down the numbers driving Google's massive growth and global dominance.

1. A Research Service By Business Insider
PLANET

2. Basically, Google is swallowing the world…
Source: Google, 2014 Is An Estimate
$-
$10
$20
$30
$40
$50
$60
$70
2009 2010 2011 2012 2013 2014E
Billions
Google Global Annual Revenue

3. Google is now bigger than all newspapers, magazines
Source: Google, NAA, PIB
$0
$10,000
$20,000
$30,000
$40,000
$50,000
2004 2005 2006 2007 2008 2009 2010 2011 2012 2013
Millions
Google vs. Magazine vs. Newspaper Ad Revenue,
US Data, 2004-2013
Google (US) US Magazines US Newspapers

4. Google dwarfs “big media”
Source: Company Filings, BI Intelligence estimates
$30
$18
$16
$14
$5 $5
$3 $2
$70
Time
Warner
Facebook CBS Viacom Gannett Yahoo AOL New York
Times
Google
Billions
Estimated 2014 Revenue
Select Media Companies

5. Google is almost half the size of all global TV advertising
$174
$70
Global TV Ad Revenue Google
Billions
Estimated 2014 Ad Revenue
Google vs. Global TV Ad Market
Source: Google, PWC

6. Google makes all other digital ad platforms “also rans”
Source: Company Filings Note: Based on GAAP revenue.
Google
Facebook
Yahoo
AOL
$0
$5
$10
$15
$20
1Q11 2Q11 3Q11 4Q11 1Q12 2Q12 3Q12 4Q12 1Q13 2Q13 3Q13 4Q13 1Q14 2Q14
Billions
Digital Advertising Revenues (Global)

7. Google’s Chrome browser is crushing Firefox and IE
Source: StatCounter
Other
Safari
Firefox
Internet Explorer
Chrome
Opera
0%
10%
20%
30%
40%
50%
60%
2010 2011 2012 2013 2014
Global Web Browser Usage Share

8. Google’s Android has peak-Windows-like market share
Source: IDC, Strategy Analytics, BI Intelligence estimates
Android
iOS
Microsoft
BlackBerry
Other
0%
20%
40%
60%
80%
100%
1Q09 3Q09 1Q10 3Q10 1Q11 3Q11 1Q12 3Q12 1Q13 3Q13 1Q14 3Q14
ShareofGlobalUnitShipments
Global Smartphone Market Share By Platform

9. Google
93%
Bing
3%
Yahoo
2%
Other
2% Europe Search Market Share
Oct. 2014
In Europe, Google has peak-Windows-like search share
Source: StatCounter

10. And people are noticing!
Source: StatCounter

11. (For Microsoft, DOJ attack was the beginning of the end)
Source: StatCounter

12. Almost all of Google’s revenue still comes from ads
Source: Google
$10.86
$12.52
$15
$0.67
$1.23
$1.84
$0
$3
$6
$9
$12
$15
$18
Q3 12 Q3 13 Q3 14
Billions
Google Revenue By Source
Advertising Other

13. Mostly search, lots of display, some video…
Source: Google, BI Intelligence estimates
Search
Total Advertising
$-
$4,000
$8,000
$12,000
$16,000
Q1
10
Q3
10
Q1
11
Q3
11
Q1
12
Q3
12
Q1
13
Q3
13
Q1
14
Q3
14
Billions
Google Advertising Revenue (Global)

14. Search clicks still growing fast but now decelerating
Source: Google
20%
23%
26%
31%
26%
25%
17%
Q1 13 Q3 13 Q1 14 Q3 14
Google Paid Clicks Growth
Global, Year-Over-Year

15. US desktop search queries are now shrinking
Source: comScore Note: Explicit user initiated search queries only.
10%
12%
14%
10%
7%
4%
0%
-3%
-5%
-7% -8% -7% -7%
Jul-13 Aug-13 Sep-13 Oct-13 Nov-13 Dec-13 Jan-14 Feb-14 Mar-14 Apr-14 May-14 Jun-14 Jul-14
Total Monthly Search Query Growth
U.S., Year-Over-Year; Desktop Only

16. But Google utterly dominates mobile search
Source: RKG
Bing
5.6%
Yahoo
8.4%
Google
85.6%
Other
0.3%
Share Of Mobile
Organic Search Visits
US, Q3 2014

17. Remember when Google bought revenue-less YouTube?
Source: RKG

18. Now, YouTube dominates digital video
Source: comScore
0
25
50
75
100
125
150
175
Sep-13 Nov-13 Jan-14 Mar-14 May-14 Jul-14 Sep-14
Millions
Unique Video Viewers
(US) Desktop Only
Google Sites
(YouTube)
Facebook
AOL
Yahoo Sites

19. YouTube also dominates digital video ads
Source: Company Filings, BI Intelligence estimates
YouTube
Tremor
YuMe
TubeMogul
$0
$250
$500
$750
$1,000
$1,250
$1,500
$1,750
Q1 2011 Q3 2011 Q1 2012 Q3 2012 Q1 2013 Q3 2013 Q1 2014
RevenueInMillions
Global Digital Video Advertising Revenue
(Select Companies)

20. YouTube is closing in on broadcast-network revenue
Source: News Reports, Company Filings, BI Intelligence estimates
$-
$4,000
$8,000
$12,000
2007 2008 2009 2010 2011 2012 2013
Millions
YouTube Ad Revenue vs. Network Ad Revenue
CBS
YouTube
AMC Network

21. YouTube is even becoming meaningful to Google’s revenue!
Source: BI Intelligence estimates, Credit Suisse Note: Google does not break out revenues for its specific services.
Search Advertising And
Other Revenue
84%
YouTube
9%
Play
7% FORECAST:
Google Revenue Share
2014 (Global)

22. Remember when Android was a little science project?
Source: Google

23. Now Android is the dominant global device platform
Source: Gartner, IDC, Strategy Analytics, Company Filings, BI Intelligence estimates
Android
Windows
Apple
BlackBerry
Other
0%
20%
40%
60%
80%
100%
1Q09 3Q09 1Q10 3Q10 1Q11 3Q11 1Q12 3Q12 1Q13 3Q13 1Q14 3Q14
Global Computing Platform Market Share

24. Android fragmentation is becoming less of a problem
Source: Google
Froyo
Gingerbread
Ice Cream Sandwich
Jelly Bean
Kit Kat
0%
25%
50%
75%
100%
9/15/12 12/15/12 3/15/13 6/15/13 9/15/13 12/15/13 3/15/14 6/15/14 9/15/14
Jelly Bean And Kit Kat Are Now ~80% Of Android

25. Android surpassed iOS mobile traffic this year
Source: Net Applications, August 2014
0%
10%
20%
30%
40%
50%
60%
Aug-13 Sep-13 Oct-13 Nov-13 Dec-13 Jan-14 Feb-14 Mar-14 Apr-14 May-14 Jun-14 Jul-14
Global Mobile Platform Traffic Share
iOS
Android
Java ME
Symbian
Windows Phone
Other

26. Android users now consume more ads than Apple users
Source: Opera Mediaworks
Android
iOS
BlackBerry
Symbian
Other
0%
20%
40%
60%
80%
100%
2Q12 4Q12 2Q13 4Q13 2Q14
ShareOfTraffic Global Mobile Ad Traffic Share By Platform

27. Android users are even catching up to Apple in eCommerce
Source: Monetate
$167
$109
$127 $129
$120
$107
2.5%
2.1%
1.6%
0.9%
0.7%
0.6%
0%
2%
4%
$0
$25
$50
$75
$100
$125
$150
$175
iPad Android Tablet Kindle Fire iPhone Android Phone Windows Phone
Android Catching Up To Apple In E-Commerce
Average Order Value
Conversion Rate
Tablets Phones

28. Google’s apps are now among the most-used
Source: comScore; September 2014, Age 18+, US Data
73%
53%
46% 44% 44% 42% 41%
38%
29% 28% 25% 25%
22% 22% 20%
Top 15 Apps By Percent Reach Of Mobile App Users

29. Google Play is catching up to Apple’s App Store in revenue
Source: App Annie, Jana, BI Intelligence estimates
$0.00
$0.50
$1.00
$1.50
$2.00
$2.50
$3.00
3Q13 4Q13 1Q14 2Q14 3Q14
Billions Estimated App Revenue
Apple App Store
Google Play

30. Google Play is paying out more and more to developers
Source: App Annie, Jana, BI Intelligence estimates
Apple App Store
Google Play
$0
$2
$4
$6
$8
$10
$12
$14
3Q13 4Q13 1Q14 2Q14
Estimated App Developer Payout

31. Google Play will be ~7% of Google’s revenue this year
Source: BI Intelligence estimates, Credit Suisse Note: Google does not break out revenues for its specific services.
Search Advertising And
Other Revenue
84%
YouTube
9%
Play
7%
FORECAST:
Google Revenue Share
2014, Global

32. Google is so wildly successful that it’s
throwing money at the future…
Source: Google

33. Cute!
Source: Edudemic

34. (Some) connected cars will be a huge market
Source: SBD, GSMA
In-vehicle Services
Hardware
Telematics Service Providers
Telecom Service Providers
€ 0
€ 10,000
€ 20,000
€ 30,000
€ 40,000
2009A 2010A 2011A 2012A 2013E 2014E 2015E 2016E 2017E 2018E
Millions
Connected Car Revenue Forecast
We Are Here

35. Smart glasses (If at first you don’t succeed…)
Source: Wikipedia

36. Smart contact lenses
Source: Google

37. (Some) wearables poised to grow rapidly
Source: BI Intelligence estimates
0
40
80
120
160
2010 2011 2012 2013E 2014E 2015E 2016E 2017E 2018E 2019E
MillionsOfUnitsShippedAnnually
Global Wearable Device Unit Shipments Forecast
Rest Of Wearables Market
Fitness Bands And Other Activity Trackers
Smartwatches
35% CAGR 2014-2019
We Are Here

38. Home snooping devices
Source: BI Intelligence estimates

39. Huge growth expected for Internet of Things
Businesses
Smart Cities
Connected
Home
-
5
10
15
20
25
2014E 2015E 2016E 2017E 2018E 2019E
BillionsofDevices
Estimated Number of Installed
IoT Devices by Sector
Source: BI Intelligence Estimates

40. Super-fast Internet
Source: The Atlantic

41. Drones and robot projects, like “Project Wing”
Source: The Atlantic

42. And balloons bringing Internet access to everyone!
Source: The Atlantic

43. Gain access to all BI Intelligence reports,
forecasts, charts, and data.
Click here to sign up for a trial membership.

44. intelligence.businessinsider.com
Henry Blodget
CEO & Editor-in-Chief
Emily Adler
Senior Research Editor
Marcelo Ballvé
Editorial Director
Cale Weissman
Reporter
Hope King
Reporter
Nicholas Quah
Research Associate
John Greenough
Research Analyst
Jessica Smith
Research Associate
Tony Danova
Senior Research Analyst
Mark Hoelzel
Research Analyst
John Heggestuen
Research Analyst
Cooper Smith
Senior Research Analyst
BI Intelligence

45. Thank You!
intelligence.businessinsider.com