- No mention of YT subscription revenue? Does that mean it is low. Considering Netflix success, I am assuming there is a lot of ground to be gained there.
- GCP revenue at $3B seems quite low compared to even what MS reported. Their cloud(Azure + office?) revenue was $16B if I am not mistaken
- Dip in capital expenditure from $7 to $5 billion. I am assuming GCP and data center expansion went fine, but a lot of office related costs have been reduced.
- No mention of YT subscription revenue? Does that mean it is low. Considering Netflix success, I am assuming there is a lot of ground to be gained there.
- GCP revenue at $3B seems quite low compared to even what MS reported. Their cloud(Azure + office?) revenue was $16B if I am not mistaken
- Dip in capital expenditure from $7 to $5 billion. I am assuming GCP and data center expansion went fine, but a lot of office related costs have been reduced.