I don't have any special insight or knowledge, but there's absolutely no way Oracle's numbers are right. It is in their interest to exaggerate and take the most ridiculously optimistic estimate. In actual fact, I bet Google (again just my rank speculation) probably sees Android as a loss leader. Doesn't Microsoft make more per device on Android than Google through IP licensing shakedown settlements? I know Android enables a lot of things, but does Google really earn much (or any) revenue from it directly?