I think mobile is a big problem for them. The average iPhone user (and even Android users) doesn't visit web sites anymore, since almost all relevant sites have

I think mobile is a big problem for them. The average iPhone user (and even Android users) doesn't visit web sites anymore, since almost all relevant sites have apps with better user interface. In that situation, the app stores are now the starting point of navigation, not web search. And Apple is covering increasingly more space with siri and spotlight. In a few years web search may just become a legacy technology.