Although it's a source of nearly constant coverage in the media, it's hard to overstate how important the shift from desktop to mobile has been for businesses and investors. And as perhaps the biggest tech trend of the next 10 years unfolds further, it's full effects are only starting to play out. In fact, we saw many of the most essential themes play out in a big way in the most recent spate of earnings reports.

However as we see many PC-centric businesses slowly fade, it's becoming increasingly clear that one company is likely to hold more sway than the rest in our mobile world: search giant Google (NASDAQ:GOOGL), which only recently surpassed the tech superpower of yore, Microsoft (NASDAQ:AAPL), in size. In this video, tech and telecom analyst Andrew Tonner discusses this important moment in tech.

Fool contributor Andrew Tonner owns shares of Apple. Follow Andrew and all his writing on Twitter at @AndrewTonnerThe Motley Fool recommends and owns shares of Apple and Google. It also owns shares of Microsoft. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.