Google announced to the Securities and Exchange Commission it has no plans to release its 2013 revenues from mobile advertising since the definition of mobile is changing and it simply doesn't make sense to break it out separately. Google informed the SEC in a December letter, which was disclosed publicly this week.
So, what does Google envision falling into the mobile bucket moving forward? According to the letter filing, the company said, "Our expectation is that users will be using our services and viewing our ads on an increasingly wide diversity of devices in the future." To Google, anything that isn't a desk top is considered mobile and they are already discussing future advertisements on refrigerators, watches, thermostats and car dashboards. (I know we are quickly moving towards a Jetson's type lifestyle, but I'm not ready for my appliances to try to sell me something.)
I consider all of these products "smart devices" not "mobile," but I guess Google can be convincing. Bottom line is Google sees a future full of all different kinds of new categories.
From a public perspective, I guess the SEC letter provided insight into what may lie ahead...a world of ad consumption overload.
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