Google and Facebook Lead the Internet Traffic on Mobile



Mobile is a different ball game for Netflix

Previously in this series, we discussed how Netflix (NFLX) leads the downstream Internet traffic on computers and networks in North America. We also discussed the increased competition for Netflix. However, the scenario is totally different on mobile. Google’s (GOOGL) YouTube and Facebook (FB) lead the share of mobile downstream Internet traffic in North America.

According to a report from Sandvine and as the above chart shows, the top ranks in this segment are taken up by social media players like Facebook, Snapchat, and Instagram. Netflix is ranked ninth in this segment. Pandora (P) Radio also claims a spot in the top ten players in this market—mainly because of its popular music streaming service.

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Google and Facebook lead the mobile traffic share

YouTube continues to be a popular source of videos for users. However, Google made significant progress in improving its Google Play Store by expanding the reach of movies, music, and books to many countries. We discussed this aspect in Google Play: New Monetization Initiatives. In contrast, Facebook’s traffic share on mobile has been increasing due to the popularity of the auto-play videos on its platform.

To gain diversified exposure to Facebook, you can invest in the Technology Select Sector SPDR ETF (XLK). XLK invests 4% of its holdings in Facebook.


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