Alphabet announces Q3 2020 earnings

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&#x27; earnings:<p>MS &quot;Intelligent Cloud&quot; $13.0B (Azure up 48% YoY but not broken out, rest is &quot;server and cloud services&quot; 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.

Anyone spot the line item where they pay Apple the billions for default placement on iOS?