Are you joking? Of course Google is a threat. They are willing to sell phones at a loss to undercut Apple. It would be like Apple giving search ads away for free. Google had $11 billion in mobile revenue in 2014.Facebook is forecasted to have $16 billion in 2015.Facebook has already surpassed Google. Only 16% of Google's revenue comes from mobile. The rest is in desktop that is shrinking every year.