4 ms·

Google Cloud also includes Google Workplaces (Faka gSuite, faka Google Apps). That's a high profit area that might be masking GCP's losses. For all we know GCP'

Google Cloud also includes Google Workplaces (Faka gSuite, faka Google Apps). That's a high profit area that might be masking GCP's losses. For all we know GCP's losses have remained the same with the growth from Google Workplaces hiding it.

ROTMetro 4y ago
What's your point? When I managed IT I would have considered those 'cloud apps' as opposed to onsite/self hosted, and paying for them would have come out of my OpEx not CapEx budgets. Are they not Cloud?
- ctvo 4y ago
  The point is it paints them as a stronger competitor to AMZN and MSFT when the product categories are different, regardless of how customers do accounting.
  - gundmc 4y ago
    As far as I'm aware, Microsoft also includes O365 and LinkedIn revenues under their cloud segment.
    - ctvo 4y ago
      I'm not sure that changes my statement materially.
QuercusMax 4y ago
Isn't it Google Workspace, not Workplace? I work for Google and I can't even keep it straight so I don't blame you.
nickysielicki 4y ago
Same playbook Microsoft uses, where Azure includes O365 subscriptions.
- scarface74 4y ago
  This is not true. It comes under “Productivity and Business Processes” which is separate from “Intelligent Cloud” https://www.microsoft.com/en-us/Investor/earnings/FY-2023-Q2/press-release-webcast https://www.microsoft.com/en-us/Investor/earnings/FY-2023-Q2...