Forbes has an article on how much Mobile and Social are fueling Google's growth.
Google's Earnings Show That Mobile And Social Are The Future
Note how traditional online advertising has taken a backseat. This is like Microsoft having Windows and Office take a backseat to Mobile and Facebook-type products.
An interesting way to look at Google is how it's stock is valued.
Here is Microsoft for contrast.
Interesting that this same system shows Amazon's company value to have Kindle and AWS equal.