Larry Page just sent out a massive 3,500-word manifesto to investors and employees via Google+. It’s mostly about how awesome Google and its new products are, and how Google is all about making people’s lives better so they can get to “living and loving, not messing with annoying computers!”
Page also talks about why the company has to change, but promises that it won’t change too much or too fast: Page promises to keep Android “an open ecosystem” despite the Motorola purchase, for instance.
That’s all fine and dandy, but doesn’t give investors much actual information about how Google is doing.
But the memo does have some actual statistics in it. Most of them have been shared before, but it’s helpful to have them all in one place. Here’s a breakdown:
- Google+: more than 100 million active users. This is the same stat that Vic Gundotra has been sharing lately, and it measures logged-in users across all Google sites, not just users on the Google+ site. Also, Google has integrated Google+ into more than 120 other Google products. Yes, it’s really Google version 2.0. Not just a social network, but a social layer on top of everything Google does.
- Android: 850,000 activations per day. It’s sold by 55 manufacturers and 300 wireless carriers.
- Chrome: 200 million users.
- Gmail: 350 million users and more than 5,000 new businesses are signing up per day.
- YouTube: 800 million monthly users and uploads of more than an hour of video every second.
- Mobile advertising: revenue run rate of $2.5 billion as of Q3 2011. That’s up from $1 billion in the previous year.
- Advertising payouts to partners: more than $30 billion. (He mentions this twice.)
The point: Google has built products that people love. The money will follow.
As Page puts it:
People rightly ask how we’ll make money from these big bets. We understand the need to balance our short- and longer-term needs because our revenue is the engine that funds all our innovation. But over time, our emerging high-usage products will likely generate significant new revenue streams for Google as well as for our partners, just as search does today.