Google: ‘Play’ Store a Bigger Deal than YouTube, Says Credit Suisse

Ju thinks, in fact, that Play is probably more important than YouTube in terms of opportunity for Google

The reason Play is more important? It is probably growing faster, for one thing, having doubled this year from last year, and likely still growing at 55% at the end of this year.

Plus, the 30% cut Google gets is highly profitable, generating more operating and free cash flow than YouTube, he estimates, given “the only other operating costs are the credit card fees and what revenue share it pays to telco partners.”

via Google: ‘Play’ Store a Bigger Deal than YouTube, Says Credit Suisse – Tech Trader Daily – Barrons.com.

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