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Personal observations: - No mention of YT subscription revenue? Does that mean it is low. Considering Netflix success, I am assuming there is a lot of ground t

Personal observations: - 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.

notyourwork 6y ago
How much is office and how much Azure? I presume that’s a big part of the difference. Regarding YT, it’s a different service than Netflix so not as comparable IMO.
- lokar 6y ago
  I think it's safe to assume that Office is much much more than Azure, or they would break it out to look better.
- actuator 6y ago
  YT is certainly different than Netflix but I would put YT above Netflix on potential. I think YT is much more valuable to human civilization in general. If we consider it as a knowledge bank which has everything from learning a new recipe to something as specific as operating a drill to empowering content like lecture videos on coursework. Recently I saw professional quality BBC like nature documentaries on YT. The importance of it is far more and that's why I think the subscription revenue potential is also far more. Whether they can convince people to go ad free and pay for it is a different matter. My friend who pays for Apple Music, Netflix, Disney+, iCloud and a bunch of other subscriptions was complaining about YT ads. It boggled my mind that considering his usage, he didn't pay for the premium plan.
  - uniqueid 6y ago
    YT is much more valuable to human civilization in general Netflix might be a safer bet, for that reason. I think many people, including people with standing and influence, would prefer Earth's public repository of historical video not be under the control of one amoral, ad-driven monopoly. Netflix still has competitors, and the stakes are lower.
    - warrenq 6y ago
      sure, let me know when you can learn programming, build a house, fix a car, decide which product to buy, or some of the greatest interviews and infinitely many things that are only on YT. Bottomline, people who don't like YouTube are seriously underutilizing it's potential to change your life, make money, learn something
      - 1_player 6y ago
        You have been shadow-banned, though your comment history is mostly OK. You might want to contact HN so they have a look at it. For now I've restored your comment, I can't do much more than that.
      - deleted 6y ago
        [deleted]
      - uniqueid 6y ago
        "people who don't like YouTube" Whether people like Youtube isn't that relevant to my comment. The argument for breaking up Bell's monopoly in the 1980s wasn't "I dislike telephony"
elorant 6y ago
Microsoft has a strong foothold in corporate services. Google will need decades to build something similar, if ever.
- secondo 6y ago
  Yes, and that’s what they’re doing through education with Chromebooks.
  - numbsafari 6y ago
    It’s a disaster though, honestly. Their partners are not very good and the support is really weak from Google. And ChromeOS, as much as I wanted to love it, just isn’t very polished. I spent a year with it and really found it lacking. The volume purchasing story is a mess when compared to Apple’s offering.
    - martin_bech 6y ago
      My kids school has chromebooks, but according to the kids, they are always out of power, and they suck, so all the kids bring their own iPad instead.
      - numbsafari 6y ago
        The Chrome Enterprise sales team basically forced us to work with a third-party reseller. I won't name them, because they were nice enough folks, and it's not their fault that Google hates their customers. The forums for the reseller were full of school IT folks trying to figure out how to provision hundreds of machines at a time. You can pay the reseller $15/device to have them do it, but it adds and indeterminate delay in receiving your devices. Many of the staffers were talking about having in-service days where they brought in as many teachers and staff as they could get to do the provisioning part. Ridiculous. I know a lot of people are upset about the changes that Apple is making to "lock down" Mac OS. However, in my opinion, the more Apple makes Mac OS locked down like Chrome OS, the better. Leave VMs as the "escape valve" for developers who need a CLI or POXIS apps. Parallels and VMware are a better, and more consistent experience than Mac OS anyway. In an enterprise environment, Apple Business Manager volume purchasing hooked up with a device management solution like JAMF is just a no-brainer. The hardware is far more reliable, the purchasing and provisioning are dead simple, and there's no third-party resellers unless you really want to work with one. ed. Also, ChromeOS is still lacking critical productivity tools. Someday we'll get there, but not just yet.
bobviolier 6y ago
30 million paid subscriptions it seems on youtube. Source: https://twitter.com/mhbergen/status/1321918113370136576?s=19 https://twitter.com/mhbergen/status/1321918113370136576?s=19
- ksec 6y ago
  Does that includes Youtube Music? Or is that a completely separate user count? Spotify seems to be doing rather well in tough competition, I am happy :)
  - halflings 6y ago
    YouTube Premium covers both ad-free YouTube viewing and YouTube Music. (so that number is likely for both)
  - notatoad 6y ago
    you can't get a paid youtube music account without youtube premium, so i'd assume that the premium subscription numbers include all the music subscribers too.
dmead 6y ago
it's not that low. GCP is a distant third, nothing surprising there.
mcintyre1994 6y ago
FWIW AWS just reported $11.6 billion, so I'm guessing a big chunk of that MS cloud is Office. If they were very close to AWS with Azure alone then I think they'd split it out?
marcinzm 6y ago
Does GCP revenue include G-Suite subscriptions? edit: Googling indicates it does which would means like Azure you don't know how much is from GCP vs. office suite.

notyourwork 6y ago

How much is office and how much Azure? I presume that’s a big part of the difference. Regarding YT, it’s a different service than Netflix so not as comparable IMO.

lokar 6y ago
I think it's safe to assume that Office is much much more than Azure, or they would break it out to look better.
actuator 6y ago
YT is certainly different than Netflix but I would put YT above Netflix on potential. I think YT is much more valuable to human civilization in general. If we consider it as a knowledge bank which has everything from learning a new recipe to something as specific as operating a drill to empowering content like lecture videos on coursework. Recently I saw professional quality BBC like nature documentaries on YT. The importance of it is far more and that's why I think the subscription revenue potential is also far more. Whether they can convince people to go ad free and pay for it is a different matter. My friend who pays for Apple Music, Netflix, Disney+, iCloud and a bunch of other subscriptions was complaining about YT ads. It boggled my mind that considering his usage, he didn't pay for the premium plan.
- uniqueid 6y ago
  YT is much more valuable to human civilization in general Netflix might be a safer bet, for that reason. I think many people, including people with standing and influence, would prefer Earth's public repository of historical video not be under the control of one amoral, ad-driven monopoly. Netflix still has competitors, and the stakes are lower.
  - warrenq 6y ago
    sure, let me know when you can learn programming, build a house, fix a car, decide which product to buy, or some of the greatest interviews and infinitely many things that are only on YT. Bottomline, people who don't like YouTube are seriously underutilizing it's potential to change your life, make money, learn something
    - 1_player 6y ago
      You have been shadow-banned, though your comment history is mostly OK. You might want to contact HN so they have a look at it. For now I've restored your comment, I can't do much more than that.
    - deleted 6y ago
      [deleted]
    - uniqueid 6y ago
      "people who don't like YouTube" Whether people like Youtube isn't that relevant to my comment. The argument for breaking up Bell's monopoly in the 1980s wasn't "I dislike telephony"

elorant 6y ago

Microsoft has a strong foothold in corporate services. Google will need decades to build something similar, if ever.

secondo 6y ago
Yes, and that’s what they’re doing through education with Chromebooks.
- numbsafari 6y ago
  It’s a disaster though, honestly. Their partners are not very good and the support is really weak from Google. And ChromeOS, as much as I wanted to love it, just isn’t very polished. I spent a year with it and really found it lacking. The volume purchasing story is a mess when compared to Apple’s offering.
  - martin_bech 6y ago
    My kids school has chromebooks, but according to the kids, they are always out of power, and they suck, so all the kids bring their own iPad instead.
    - numbsafari 6y ago
      The Chrome Enterprise sales team basically forced us to work with a third-party reseller. I won't name them, because they were nice enough folks, and it's not their fault that Google hates their customers. The forums for the reseller were full of school IT folks trying to figure out how to provision hundreds of machines at a time. You can pay the reseller $15/device to have them do it, but it adds and indeterminate delay in receiving your devices. Many of the staffers were talking about having in-service days where they brought in as many teachers and staff as they could get to do the provisioning part. Ridiculous. I know a lot of people are upset about the changes that Apple is making to "lock down" Mac OS. However, in my opinion, the more Apple makes Mac OS locked down like Chrome OS, the better. Leave VMs as the "escape valve" for developers who need a CLI or POXIS apps. Parallels and VMware are a better, and more consistent experience than Mac OS anyway. In an enterprise environment, Apple Business Manager volume purchasing hooked up with a device management solution like JAMF is just a no-brainer. The hardware is far more reliable, the purchasing and provisioning are dead simple, and there's no third-party resellers unless you really want to work with one. ed. Also, ChromeOS is still lacking critical productivity tools. Someday we'll get there, but not just yet.

bobviolier 6y ago

30 million paid subscriptions it seems on youtube. Source: https://twitter.com/mhbergen/status/1321918113370136576?s=19 https://twitter.com/mhbergen/status/1321918113370136576?s=19

ksec 6y ago
Does that includes Youtube Music? Or is that a completely separate user count? Spotify seems to be doing rather well in tough competition, I am happy :)
- halflings 6y ago
  YouTube Premium covers both ad-free YouTube viewing and YouTube Music. (so that number is likely for both)
- notatoad 6y ago
  you can't get a paid youtube music account without youtube premium, so i'd assume that the premium subscription numbers include all the music subscribers too.

dmead 6y ago

it's not that low. GCP is a distant third, nothing surprising there.

mcintyre1994 6y ago

FWIW AWS just reported $11.6 billion, so I'm guessing a big chunk of that MS cloud is Office. If they were very close to AWS with Azure alone then I think they'd split it out?

marcinzm 6y ago

Does GCP revenue include G-Suite subscriptions? edit: Googling indicates it does which would means like Azure you don't know how much is from GCP vs. office suite.