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Re:Alphabet announces Q3 2020 earnings by actuator on Thursday October 29, 2020 @04:48PM (#24935621)
Personal observations:

- 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.

- 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

- 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.

Re:Alphabet announces Q3 2020 earnings by bobviolier on Thursday October 29, 2020 @04:55PM (#24935739)
30 million paid subscriptions it seems on youtube. Source: https://twitter.com/mhbergen/status/1321918113370136576?s=19
Re:Alphabet announces Q3 2020 earnings by ksec on Thursday October 29, 2020 @05:14PM (#24935986)
Does that includes Youtube Music? Or is that a completely separate user count?

Spotify seems to be doing rather well in tough competition, I am happy :)

Re:Alphabet announces Q3 2020 earnings by halflings on Thursday October 29, 2020 @05:26PM (#24936127)
YouTube Premium covers both ad-free YouTube viewing and YouTube Music. (so that number is likely for both)
Re:Alphabet announces Q3 2020 earnings by notatoad on Thursday October 29, 2020 @05:28PM (#24936141)
you can't get a paid youtube music account without youtube premium, so i'd assume that the premium subscription numbers include all the music subscribers too.
Re:Alphabet announces Q3 2020 earnings by mcintyre1994 on Thursday October 29, 2020 @05:37PM (#24936278)
FWIW AWS just reported $11.6 billion, so I'm guessing a big chunk of that MS cloud is Office. If they were very close to AWS with Azure alone then I think they'd split it out?
Re:Alphabet announces Q3 2020 earnings by notyourwork on Thursday October 29, 2020 @04:53PM (#24935700)
How much is office and how much Azure? I presume that’s a big part of the difference.

Regarding YT, it’s a different service than Netflix so not as comparable IMO.

Re:Alphabet announces Q3 2020 earnings by actuator on Thursday October 29, 2020 @05:01PM (#24935828)
YT is certainly different than Netflix but I would put YT above Netflix on potential.

I think YT is much more valuable to human civilization in general. If we consider it as a knowledge bank which has everything from learning a new recipe to something as specific as operating a drill to empowering content like lecture videos on coursework. Recently I saw professional quality BBC like nature documentaries on YT.

The importance of it is far more and that's why I think the subscription revenue potential is also far more.

Whether they can convince people to go ad free and pay for it is a different matter. My friend who pays for Apple Music, Netflix, Disney+, iCloud and a bunch of other subscriptions was complaining about YT ads. It boggled my mind that considering his usage, he didn't pay for the premium plan.

Re:Alphabet announces Q3 2020 earnings by uniqueid on Thursday October 29, 2020 @05:30PM (#24936175)

   YT is much more valuable to human civilization in general
Netflix might be a safer bet, for that reason. I think many people, including people with standing and influence, would prefer Earth's public repository of historical video not be under the control of one amoral, ad-driven monopoly.

Netflix still has competitors, and the stakes are lower.

Re:Alphabet announces Q3 2020 earnings by warrenq on Thursday October 29, 2020 @06:55PM (#24937089)
sure, let me know when you can learn programming, build a house, fix a car, decide which product to buy, or some of the greatest interviews and infinitely many things that are only on YT.

Bottomline, people who don't like YouTube are seriously underutilizing it's potential to change your life, make money, learn something

Re:Alphabet announces Q3 2020 earnings by uniqueid on Friday October 30, 2020 @10:20AM (#24942464)

  "people who don't like YouTube"
Whether people like Youtube isn't that relevant to my comment. The argument for breaking up Bell's monopoly in the 1980s wasn't "I dislike telephony"
Re:Alphabet announces Q3 2020 earnings by 1_player on Friday October 30, 2020 @04:35AM (#24940276)
You have been shadow-banned, though your comment history is mostly OK. You might want to contact HN so they have a look at it.

For now I've restored your comment, I can't do much more than that.

Re:Alphabet announces Q3 2020 earnings by lokar on Thursday October 29, 2020 @04:57PM (#24935764)
I think it's safe to assume that Office is much much more than Azure, or they would break it out to look better.
Re:Alphabet announces Q3 2020 earnings by marcinzm on Thursday October 29, 2020 @08:15PM (#24937690)
Does GCP revenue include G-Suite subscriptions?

edit: Googling indicates it does which would means like Azure you don't know how much is from GCP vs. office suite.

Re:Alphabet announces Q3 2020 earnings by elorant on Thursday October 29, 2020 @04:53PM (#24935706)
Microsoft has a strong foothold in corporate services. Google will need decades to build something similar, if ever.
Re:Alphabet announces Q3 2020 earnings by nogabebop23 on Thursday October 29, 2020 @05:01PM (#24935827)
Google will need to learn what customer service is to get any traction in corporate land. I can get decent support from an actual person with a single MS subscription. With google for business we can't even get an email address.
Re:Alphabet announces Q3 2020 earnings by kenhwang on Thursday October 29, 2020 @06:19PM (#24936784)
More importantly, they need to understand legacy support and deprecation. AWS and MS have seller track records on backwards compatibility and EOL policies, while Google's feels worse than a garage startup at times.
Re:Alphabet announces Q3 2020 earnings by secondo on Thursday October 29, 2020 @04:57PM (#24935770)
Yes, and that’s what they’re doing through education with Chromebooks.
Re:Alphabet announces Q3 2020 earnings by stingraycharles on Thursday October 29, 2020 @05:04PM (#24935872)
Education with Chromebooks is their strategy to get a foothold in corporate services? Seriously?

I can’t tell if this is a joke or serious.

Re:Alphabet announces Q3 2020 earnings by thomasrognon on Thursday October 29, 2020 @05:43PM (#24936393)
Wasn't that a large part of Microsoft's strategy? I remember taking an "IT" class in high school in the early 00's that was 100% focused on learning MS Office. People bring what they know into the workplace.
Re:Alphabet announces Q3 2020 earnings by colinmhayes on Thursday October 29, 2020 @11:47PM (#24938950)
It absolutely is. I started using google suite in 5th grade when my school district gave everyone an account. There's effectively 0 chance of me switching to Microsoft now. They're creating life long customers before the customers are able to think for themselves.
Re:Alphabet announces Q3 2020 earnings by numbsafari on Thursday October 29, 2020 @05:01PM (#24935820)
It’s a disaster though, honestly. Their partners are not very good and the support is really weak from Google. And ChromeOS, as much as I wanted to love it, just isn’t very polished. I spent a year with it and really found it lacking.

The volume purchasing story is a mess when compared to Apple’s offering.

Re:Alphabet announces Q3 2020 earnings by martin_bech on Thursday October 29, 2020 @05:05PM (#24935879)
My kids school has chromebooks, but according to the kids, they are always out of power, and they suck, so all the kids bring their own iPad instead.
Re:Alphabet announces Q3 2020 earnings by numbsafari on Thursday October 29, 2020 @07:23PM (#24937295)
The Chrome Enterprise sales team basically forced us to work with a third-party reseller. I won't name them, because they were nice enough folks, and it's not their fault that Google hates their customers.

The forums for the reseller were full of school IT folks trying to figure out how to provision hundreds of machines at a time. You can pay the reseller $15/device to have them do it, but it adds and indeterminate delay in receiving your devices. Many of the staffers were talking about having in-service days where they brought in as many teachers and staff as they could get to do the provisioning part. Ridiculous.

I know a lot of people are upset about the changes that Apple is making to "lock down" Mac OS. However, in my opinion, the more Apple makes Mac OS locked down like Chrome OS, the better. Leave VMs as the "escape valve" for developers who need a CLI or POXIS apps. Parallels and VMware are a better, and more consistent experience than Mac OS anyway.

In an enterprise environment, Apple Business Manager volume purchasing hooked up with a device management solution like JAMF is just a no-brainer. The hardware is far more reliable, the purchasing and provisioning are dead simple, and there's no third-party resellers unless you really want to work with one.

ed. Also, ChromeOS is still lacking critical productivity tools. Someday we'll get there, but not just yet.

Re:Alphabet announces Q3 2020 earnings by dmead on Thursday October 29, 2020 @05:08PM (#24935925)
it's not that low. GCP is a distant third, nothing surprising there.