3 ms·

I’m fairly certain gmail, youtube, and gsuite on their own would be unicorns still.

IceWreck 4y ago
Youtube wouldve never grown to that size without Googe's money. It wouldve inevitably shut down or made huge changes to their model. Gmail, yes it would be huge without google but its only so bug because google forced it down everyone's throats with mandatory google accounts for android, maps, youtube, drive, etc. GSuite again this would never be s big without google's backing. Just look at its non MS competitors.
scarface74 4y ago
YouTube is barely break even according to most reports and GSuite is really not that big in the enterprise. https://www.computerworld.com/article/3637079/as-google-moves-to-reshape-workspace-barriers-to-business-adoption-remain.html https://www.computerworld.com/article/3637079/as-google-move... > Google grew its share of the productivity software market to 10.3% in 2020, according to research from Gartner, taking about 2% from Microsoft. Microsoft is still the clear leader however, with 89.2%. Overall, the productivity software suite market grew 18.2% during 2020.
- colinmhayes 4y ago
  Microsoft built a 3 trillion dollar company in the back of their productivity suite. Reaching 10% market share there is easily worth 10 billion. YouTube is making 10s of billions a year profit. Its margins on absolutely bonkers.
  - scarface74 4y ago
    Microsoft’s latest quarterly report https://www.microsoft.com/en-us/Investor/earnings/FY-2022-Q2/segment-revenues https://www.microsoft.com/en-us/Investor/earnings/FY-2022-Q2... “Productivity & Business Processes” - $7.698 Billion in revenue. That segment includes Office 365 and LinkedIn and Dynamics As far as YouTube having huge margins https://www.cnbc.com/2022/04/26/youtubes-huge-miss-shows-digital-media-ad-market-is-getting-hit-hard.html https://www.cnbc.com/2022/04/26/youtubes-huge-miss-shows-dig...
    - colinmhayes 4y ago
      Azure and Microsoft's hardware business would be nothing without the productivity suite. They leverage their existing business and personal relationships to sell those products.
      - scarface74 4y ago
        Yes and Google hired an Oracle executive to handle enterprise relationships and GCP. What could possibly go wrong? Google isn’t exactly known for great customer support or anything else that requires high touch.

Youtube wouldve never grown to that size without Googe's money. It wouldve inevitably shut down or made huge changes to their model. Gmail, yes it would be huge without google but its only so bug because google forced it down everyone's throats with mandatory google accounts for android, maps, youtube, drive, etc. GSuite again this would never be s big without google's backing. Just look at its non MS competitors.

scarface74 4y ago

YouTube is barely break even according to most reports and GSuite is really not that big in the enterprise. https://www.computerworld.com/article/3637079/as-google-moves-to-reshape-workspace-barriers-to-business-adoption-remain.html https://www.computerworld.com/article/3637079/as-google-move... > Google grew its share of the productivity software market to 10.3% in 2020, according to research from Gartner, taking about 2% from Microsoft. Microsoft is still the clear leader however, with 89.2%. Overall, the productivity software suite market grew 18.2% during 2020.

colinmhayes 4y ago
Microsoft built a 3 trillion dollar company in the back of their productivity suite. Reaching 10% market share there is easily worth 10 billion. YouTube is making 10s of billions a year profit. Its margins on absolutely bonkers.
- scarface74 4y ago
  Microsoft’s latest quarterly report https://www.microsoft.com/en-us/Investor/earnings/FY-2022-Q2/segment-revenues https://www.microsoft.com/en-us/Investor/earnings/FY-2022-Q2... “Productivity & Business Processes” - $7.698 Billion in revenue. That segment includes Office 365 and LinkedIn and Dynamics As far as YouTube having huge margins https://www.cnbc.com/2022/04/26/youtubes-huge-miss-shows-digital-media-ad-market-is-getting-hit-hard.html https://www.cnbc.com/2022/04/26/youtubes-huge-miss-shows-dig...
  - colinmhayes 4y ago
    Azure and Microsoft's hardware business would be nothing without the productivity suite. They leverage their existing business and personal relationships to sell those products.
    - scarface74 4y ago
      Yes and Google hired an Oracle executive to handle enterprise relationships and GCP. What could possibly go wrong? Google isn’t exactly known for great customer support or anything else that requires high touch.