[myrryr]

I didn't say they were going to abandon it, I said I believed that the other parts of their business would grow bigger then the advertising part.

Yes, it is only around 9% now, but it used to be 0% and it is growing fast.

[stephenr]

But how much of that growth is true growth and how much is about sudden new income streams because of purchases.

e.g. they buy a company like Nest, which has a commercial product. Suddenly they have a lot of extra non-ad based revenue, giving the appearance of growth.