As I wrote three years ago , the rise of social and mobile created a major problem for Google – all of a sudden, people were not navigating their digital lives through web-based search alone, they were also using social services like Facebook – gifting that company a honeypot of personal information along the way – as well as mobile platforms and apps, which existed mainly outside the reach of web-based search.
If Google was going to compete, it had to find a way to tie the identity of its users across all of its major platforms, building robust profiles of their usage habits and the like along the way. Google countered with Android and Google+, but of the two, only Android really had to win. Google+ was, to my mind, all about creating a first-party data connection between Google most important services – search, mail, YouTube, Android/Play, and apps.
Think about your relationship to Google five years ago – you most likely weren’t “logged in,” unless you were using a silo’d service like mail. Now think about it today – you most likely are. We have Google+ to thank for that. It’s done its job, and it’ll keep doing it, whether or not you ever use its social bells and whistles as a primary social network.
Google still has a lot of work to do on identity – anyone who has more than one login can attest to that. But Google+ has won – it’s forced the majority of Google users onto a single, signed in state across devices and applications. That protects and extends Google’s core advertising business, and opens up the ability to ladder new services – like Nest – into Google’s platform.