During today’s Google earnings call, CEO Larry Page shared some new stats on how the company is doing in new areas such as social and mobile. Google+ is now past 40 million registered users (vanity metric), and Google’s revenue run rate in mobile is now at $2.5 billion, which is up from a $1 billion run-rate about a year ago.
Page noted that there are 190 million Android devices (up from 130 million in July). More importantly, mobile revenue is now at a $2.5 billion run rate, up 150 percent from last year. Most of these revenues presumably comes from mobile search ads. Page would not break out the mobile search versus display ad revenues specifically, but given its dominance of mobile search it is likely that is where the majority of its mobile revenues are coming from.
For Google+, Page sees his nascent social network as just at its beginning stages. “We are baking identity and sharing in all of our products. Sharing on the Web will be like sharing in real life across all your stuff,” he says. Already, 3.4 billion photos have been uploaded to Google+.
Google+ will also touch every part of Google. “Last quarter we shipped the plus,”he says, “now we are going to ship the Google part.”