Overwhelming majority of revenue for Google doesn't come from consumer devices and services... but rather, from advertising. Microsoft has tried hard to get into that arena, but it seems nobody can really edge out Google.

Of course, most of Google's devices and services funnel data into the advertising system... but they also do have paid services that are pretty popular, GSuite (Google Apps for Business), Google Domains, Google Drive Storage (paid storage above the 10GB they give everybody for free), and some others.

MS got their foot in advertising, don't think of Bing as a failure at $5 billion revenue.

Even in advertising it’s arguable that Facebook has become stronger than Google. FB ads already command a premium over Google ones. While Google is still gonna be the dominant player for the foreseeable future, it’s definitely a risk.

FB may charge more... but you don't constantly see articles about how ineffective Google advertising networks are, and they own a lot more than just one advertising network.

Fb ads are partially over.

Source: ecommerce groups on fb

I can't understand why MS hasn't made an Adsense competitor, it'll be a fairer fight.

One thing that gets confused is that ads are a business model not a product or service.

They only make money on ads, though. Unless I'm missing something...

Plus YouTube which now serves over 1.7B hours of video a day. But then Google also has others climbing like Google photos.

Google has now the most popular smart speakers in addition even though came later.

https://www.zdnet.com/article/google-overtakes-amazon-in-sma... Google overtakes Amazon in smart speaker market in Q1 2018 ...

For Microsoft...there's Android

"Financially Microsoft is one of the biggest winners from the growth of Android as a platform, thanks to its wide range of patents."

https://www.forbes.com/forbes/welcome/?toURL=https://www.for...