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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-go
by 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 agoMicrosoft 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 agoMicrosoft’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 agoAzure 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 agoYes 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.