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TheStreet Open House

Rocco: Check Out These Amazing Mobile Ad Revenue Numbers

Stock quotes in this article: FB, P, GOOG, AAPL

NEW YORK ( TheStreet) -- eMarketer is out with updated mobile advertising-revenue projections.

If you (A) do not believe in the mobile revolution, (B) doubt Facebook (FB) as an advertising platform powerhouse and (C) discount Pandora (P) as the dominant player in Internet radio, you probably still question global warming and want the study of evolution out of public schools.


Dig these numbers. More importantly, dig the change between the two sets of data.

eMarketer September 2012 Mobile Ad Revenue Projections

eMarketer March 2013 Mobile Ad Revenue Projections

It doesn't take a scientist who deals in rockets to see that Google (GOOG) continues to take over the world. But just look at the bump up in the Facebook, Pandora, Twitter and Apple (AAPL) numbers.

The takeaways here debunk two myths.

One, that Facebook does not provide an effective advertising platform. It absolutely does. If it doesn't work for your favorite company's brand, hire new social media people, because the current crop isn't doing it right.


Two, that Pandora is not for real. Do any other Internet radio players show up on eMarketer's list? Have they ever? Where's Pandora-crusher Spotify? Not there because, at day's end, it doesn't have a business. At least not one built out to the scale that Pandora's is. Without scale and a sales infrastructure -- both could take years to build -- it's difficult, if not impossible, to compete.

-- Written by Rocco Pendola in Santa Monica, Calif.

Rocco Pendola is TheStreet's Director of Social Media. Pendola's daily contributions to TheStreet frequently appear on CNBC and at various top online properties, such as Forbes.

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