Horace Dediu’s Take On Android’s Revenue

April 2nd, 2012

Horace Dediu analyzes Charles Arthur’s report that Android has only generate $2.5 billion of revenue since 2008:

My take is that it’s not a bad business. But it’s also not a great one. As long as there is exponential growth in units, Android will improve its position inside Google relative to iOS. But from Google’s perspective, iOS is today a bigger business. And iOS is not standing still. It’s growing not only in terms of units but in revenue per unit.

Dediu figures that Google only makes about $3.50 per Android device sold over its lifetime, and that revenue per device has decreased since 2009. As usual, outstanding work by Horace.