"In absolute terms, Google is doing very well. Here is one way to measure its heft: The company is projected to increase its digital ad revenue this year by more than $5 billion, which is more than the total ad revenue of Yahoo or Microsoft.Earnings and Sales From Google Disappoint - NYTimes.com
The only viable threat to Google comes from Facebook, whose ad revenue is forecast by eMarketer to jump 50 percent this year. Facebook’s revenue is about a quarter of Google’s.
Google’s position on the decline in its profits for mobile ads? Don’t worry about it."
Thursday, April 17, 2014
Earnings and Sales From Google Disappoint - NYTimes.com
From a Google earnings overview