According to report published by IDC about the U.S. display advertising revenue share, "Google's net revenue share grew to 14.7% in the Q1'2011, from 13.3% in the Q4. Meanwhile, Yahoo! declined from 13.6% to 12.3%, Microsoft declined to 6.5% market and Facebook rose in prominence with 8.8% of the market."
IDC's Karsten Weide, who authored the report, attributes the growth to Google converting small and medium-sized businesses (SMBs) from search to display. The report noted that "display's share is growing (to 33%) while search's share has declined from 53.4% two years ago to 48.7% in the Q1'2011. Search ads commanded more overall revenue, though ($3.9 billion), as compared to display ($2.7 billion)."
Mobile advertising continued to boom in the U.S. in Q1, at $419.4 million, as compared to $293 million in the Q4, dramatically confounding the usual Q4/Q1 Boom/Bust cycle and confirming the influence of devices like the iPad, iPhone, and Android OS handsets.
In the search business, Google's net U.S. market share rose to 59.6% in the Q1, up slightly from 4Q. Microsoft stayed at 2nd with 7.9%, up .9% from the Q4, while Yahoo dropped to 7%, from 8% in the previous quarter. Yahoo's search ad network revenue is continuing to decline, according to the report, dropping from $248 million in Q3 of 2010 to only $24 million in Q1 of 2011.