Yesterday Google shared they see greater mobile than desktop search volumes in 10 countries including Japan and the United States.
3 years ago RKG shared CTR data which highlighted how mobile search ads were getting over double the CTR as desktop search ads.
The basic formula: less screen real estate = higher proportion of user clicks on ads.
Google made a big deal of their "mobilepocalypse" update to scare other webmasters into making their sites mobile friendly. Part of the goal of making sites "mobile friendly" is to ensure it isn't too ad dense (which in turn lowers accidental ad clicks & lowers monetization). Not only does Google have an "ad heavy" relevancy algorithm which demotes ad heavy sites, but they also explicitly claim even using a moderate sized ad unit on mobile devices above the fold is against their policy guidelines:
Is placing a 300x250 ad unit on top of a high-end mobile optimized page considered a policy violation?
Yes, this would be considered a policy violation as it falls under our ad placement policies for site layout that pushes content below the fold. This implementation would take up too much space on a mobile optimized site's first view screen with ads and provides a poor experience to users. Always try to think of the users experience on your site - this will help ensure that users continue to visit.
So if you make your site mobile friendly you can't run Google ads above the fold unless you are a large enough publisher that the guidelines don't actually matter.
If you spend the extra money to make your site mobile friendly, you then must also go out of your way to lower your income.
What is the goal of the above sort of scenario? Defunding content publishers to ensure most the ad revenues flow to Google.
If you do X, you are a spammer. If Google does X, they are improving the user experience.
@aaronwall they will personally do everything they penalize others for doing; penalties are just another way to weaken the market.— Cygnus SEO (@CygnusSEO) May 5, 2015
The above sort of contrast is something noticed by non-SEOs. The WSJ article about Google's new ad units had a user response stating:
With this strategy, Google has made the mistake of an egregious use of precious mobile screen space in search results. This entails much extra fingering/scrolling to acquire useful results and bypass often not-needed coincident advertising. Perhaps a moneymaker by brute force; not a good idea for utility’s sake.
That content displacement with ads is both against Google's guidelines and algorithmically targeted for demotion - unless you are Google.
Facebook and Google accounted for a majority of mobile ad market growth worldwide last year. Combined, the two companies saw net mobile ad revenues increase by $6.92 billion, claiming 75.2% of the additional $9.2 billion that went toward mobile in 2013.
...and the smaller the screen size the more partners are squeezed out of the ecosystem...
The high-intent, high-value search traffic is siphoned off by ads.
What does that leave for the rest of the ecosystem?
It is hard to build a sustainable business when you have to rely almost exclusively on traffic with no commercial intent.
One of the few areas that works well is perhaps with evergreen content which has little cost of maintenance, but even many of those pockets of opportunity are disappearing due to the combination of the Panda algorithm and Google's scrape-n-displace knowledge graph.
Why do news sites get so much mobile search traffic? A lot of it is navigational & beyond that most of it is on informational search queries which are hard to monetize (and thus have few search ads) and hard to structure into the knowledge graph (because they are about news items which only just recently happened).
If you look at the organic search traffic breakdown in your analytics account & you run a site which isn't a news site you will likely see a far lower share of search traffic from mobile. Websites outside of the news vertical typically see far less mobile traffic. This goes back to Google dominating the mobile search interface with ads.
Mobile search ecosystem breakdown
traffic with commercial intent = heavy ads
limited commercial intent but easy answer = knowledge graph
limited commercial intent & hard to answer = traffic flows to news sites