The other week, I accused Google of skimming their affiliates, well, I was only half wrong. Google simply was displaying broken referral reports that made it look like Google was taking money away from their referral users.
A Google Groups thread confirms the issue was a "display" issue with reporting and has now been fixed.
Official Google representative, AdSensePro Ashley, said:
In our recent 'follow-up' post on the changes to referrals promoting AdSense, Talia noted that we were aware that recent referrals conversions were not appearing in some publishers accounts. As mentioned in this post, this was a display error, and past conversions were not removed from your accounts.
Please note that these conversions are now displaying correctly in your accounts again.
So the numbers should look accurate now and Google is really not skimming you guys.
Forum discussion at Google Groups.