[crdoconnor]

>Google's core business is searching & indexing the web

Google's core business is selling ads. Android doesn't cannibalize that, it extends their dominance in ads to mobile.

It ain't like people have stopped googling things on their phones now that they have apps, either.

[nostrademons]

Mobile ads are less effective - there's less screen space available for them, and CPCs are lower, as Wall Street analysts have pointed out every conference call since 2013. Most of Android's revenue comes from the 30% cut Google Play takes.