Anybody who watches much Youtube has surely seen the uptick in ads over the last year or so. That's clearly reflected in the increased revenue on that front.
Personal observations:<p>- 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.<p>- 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<p>- 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.
Revenue growth across the board: advertising (YouTube) and other properties, Google Cloud leading the charge.<p>Based on Pinterest, FB earnings (and Twitter soon), it looks like ad sales have rebounded in a strong way.
Comparison of the big three cloud players' earnings:<p>MS "Intelligent Cloud" $13.0B (Azure up 48% YoY but not broken out, rest is "server and cloud services" up 22% YoY)<p>AWS: $10.8B (up 28% YoY)<p>Google Cloud: $3.4B (up 45% YoY), includes Workspace (fka G Suite)<p>TL;DR: AWS is still #1, but Azure is catching up fast and Google is growing faster too.