Contrary to popular belief, mobile video inventory is now far outstripping the demand from advertisers — and many players in the ecosystem have an incentive to present mobile inventory as being constrained. (BrightRoll noticed a similar dynamic as the online video advertising business matured.) Well, the jig is up.

As Ray Kurzweil says, we tend to think linearly but information technology scales exponentially. The confluence of three factors have driven this massive growth in mobile video inventory:

1. Proliferation of iPhones, iPads & Android mobile devices. Let’s be honest, nobody thought these devices would be as widely adopted as they have, but the stats are staggering. According to comScore, 69.5 million people in the U.S. owned smartphones by the end of February 2011.  Android apps have been installed more than three billion times — Apple passed 10 billion downloads in January — and more than 350,000 Android devices are activated every day, according to Google. And Apple reported in its Q1 2011 earnings report that it sold 16.24 million iPhones and 7.33 million iPads during the quarter.

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– Dan Mosher, VP of mobile and network development