There is a really great article at TechCrunch today. The article provides a lot of data and the conclusion is upto the reader. The author concentrates mainly on Google, especially the recent earnings call with the analysys, and just mentions Facebook at the end. The recent acquisition of Instagram by Facebook is an indicator of how much Facebook is worried about the mobile proliferation.
We experience that at SocialNetGate with our efforts to get our users leverage social tools in an easy to use manner. With Facebook blocking the ability to use apps on the mobile, it is really a major roadblock for us to provide convrged solutions.
Take the "Offers" module as an example. We would like to integrate this with QR code and fulfillment at the Facebook app we deploy in every business' Facebook page. This is not possible, at the moment, because the app is blocked at the mobile. This forces us to find alternate solutions to work around. Not a great idea, Facebook when you have a feature that block user traction.