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Re:Alphabet Earnings Report Q3 2022 [pdf] by JumpCrisscross on Tuesday October 25, 2022 @04:35PM (#33335790)
> costs are sharply increasing

Operating costs ballooned $7.9bn, nearly 18%. That's nuts.

Re:Alphabet Earnings Report Q3 2022 [pdf] by arthurcolle on Tuesday October 25, 2022 @04:39PM (#33335836)
What is this attributable to?
Re:Alphabet Earnings Report Q3 2022 [pdf] by colinmhayes on Tuesday October 25, 2022 @04:40PM (#33335859)
Basically the entire business I guess. Cost of revenue, R&D, ales/marketing, and general are all up around 15%.
Re:Alphabet Earnings Report Q3 2022 [pdf] by hotpotamus on Tuesday October 25, 2022 @04:41PM (#33335871)
Those developer salaries have to come from somewhere I assume.
Re:Alphabet Earnings Report Q3 2022 [pdf] by onlyrealcuzzo on Tuesday October 25, 2022 @04:42PM (#33335886)
Headcount almost double since the Pandemic.
Re:Alphabet Earnings Report Q3 2022 [pdf] by arthurcolle on Tuesday October 25, 2022 @04:58PM (#33336093)
There it is. This makes sense, I must have missed this. That is bonkers.

So many engineers but still shut down products every few weeks.

EDIT: Still FURIOUS they shut down Stadia. I hate you Google

Re:Alphabet Earnings Report Q3 2022 [pdf] by deegles on Tuesday October 25, 2022 @05:24PM (#33336365)
Many are still furious about Google Reader.
Re:Alphabet Earnings Report Q3 2022 [pdf] by TremendousJudge on Tuesday October 25, 2022 @05:36PM (#33336497)
>Still FURIOUS they shut down Stadia

You're the first person I have ever seen with this opinion. I want to know, back when this was released, what made you ignore all the people that said that the product would be a failure and that Google would shut it down quickly? I always saw that as the majority opinion.

Re:Alphabet Earnings Report Q3 2022 [pdf] by arthurcolle on Tuesday October 25, 2022 @07:10PM (#33337464)
I thought that they would be serious about it given how much investment it took to get it off the ground and also how they were actively seeking relationships with indie devs to maintain vast amounts of quality titles.

Obviously I was wrong and have been actively ending my own usage of Google products because I have been burned for the last time.

Re:Alphabet Earnings Report Q3 2022 [pdf] by andsoitis on Tuesday October 25, 2022 @08:49PM (#33338295)
In what way were you burned with Stadia? I thought they reimbursed folks and you got some entertainment while you subscribed.

Ultimately, they couldn't convince enough people to sign up, but that's a whole different story about product strategy.

Re:Alphabet Earnings Report Q3 2022 [pdf] by arthurcolle on Tuesday October 25, 2022 @09:42PM (#33338682)
I'll never get to finish Cyberpunk lol I'm not playing that again. Sure, the refunds are nice.
Re:Alphabet Earnings Report Q3 2022 [pdf] by gundmc on Tuesday October 25, 2022 @10:09PM (#33338892)
I'm pretty sure you can transfer your save game for Cyberpunk off of Stadia to PC or consoles. It's not true of every game, but I think it works for Cyberpunk if you plug it into your search engine of choice.
Re:Alphabet Earnings Report Q3 2022 [pdf] by arthurcolle on Tuesday October 25, 2022 @10:34PM (#33339084)
hangs head in shame I still use Google search :monkey_hiding_eyes_emoji:
Re:Alphabet Earnings Report Q3 2022 [pdf] by subsubzero on Tuesday October 25, 2022 @05:43PM (#33336564)
regarding stadia, What did you think they would happen? They have a graveyard of great projects that should still be used by millions. The only things I see continuing are android, ads, search, I even feel with the severe losses their cloud unit is seeing even GCP could be shut down. Hell I could even see them abandoning Waymo, I mean this is google after all :)
Re:Alphabet Earnings Report Q3 2022 [pdf] by colinmhayes on Tuesday October 25, 2022 @05:49PM (#33336621)
They're not killing chrome. I doubt they kill their office suite either, it has really good numbers among young people, and microsoft's entire business is built on the back of its enterprise productivity software. It's a trillion dollar market cap business.
Re:Alphabet Earnings Report Q3 2022 [pdf] by CydeWeys on Tuesday October 25, 2022 @06:34PM (#33337056)
The Office suite is used by every Googler every day (and that's every Googler, not just eng). It's what the company runs on.

There's no way in hell it's getting shut down when it's that critical to business operations.

Re:Alphabet Earnings Report Q3 2022 [pdf] by patmorgan23 on Tuesday October 25, 2022 @08:28PM (#33338131)
They could shut down the public facing product and make it internal only.
Re:Alphabet Earnings Report Q3 2022 [pdf] by CydeWeys on Thursday October 27, 2022 @01:58PM (#33361417)
But why would they? The Google Docs suite is a billion+ user product, which is monetized through Google Workspace and Google for Education (with many millions of paid user subscriptions).

This is just not remotely plausible of a shutdown target. It also dates back to 2006. I'm struggling to think of even five Google products I would name as being less likely to be shut down.

Re:Alphabet Earnings Report Q3 2022 [pdf] by bushbaba on Tuesday October 25, 2022 @10:02PM (#33338845)
...they killed some productivity apps. Don't say never. Hangouts, dead. Keep App, dead. Enterprise Search, dead. etc
Re:Alphabet Earnings Report Q3 2022 [pdf] by chrisconroy on Wednesday October 26, 2022 @12:09AM (#33339711)
Keep isn't dead. I use it everyday on my personal and business account. I love keep. I will be sad when the inevitably kill it though.
Re:Alphabet Earnings Report Q3 2022 [pdf] by hn_go_brrrrr on Wednesday October 26, 2022 @12:13AM (#33339727)
Keep is dead?
Re:Alphabet Earnings Report Q3 2022 [pdf] by CydeWeys on Thursday October 27, 2022 @01:54PM (#33361355)
Hangouts functionality basically still exists, just under a different name. It's still integrated in Gmail, with the same contact list, and all the previous conversations from Hangouts were still there. It's so similar that I bet many people don't even realize anything changed.

This is unlike, say, Reader, which was canceled with no replacement to this day.

Re:Alphabet Earnings Report Q3 2022 [pdf] by fbergen on Tuesday October 25, 2022 @06:14PM (#33336859)
I very much agree with you, and think it will hurt the company in the long term

But to give some credit where it's due: reimbursing all Stadia purchases is a very customer friendly way to shut it down

Re:Alphabet Earnings Report Q3 2022 [pdf] by jddj on Tuesday October 25, 2022 @06:16PM (#33336874)
Gmail probably has legs
Re:Alphabet Earnings Report Q3 2022 [pdf] by citizenpaul on Tuesday October 25, 2022 @07:04PM (#33337394)
>GCP could be shut down

I'm I dumb for assuming that google must use GCP internally? Therefore making it pretty much immune from being shut down. I guess they could go full internal tool with it?

Re:Alphabet Earnings Report Q3 2022 [pdf] by hotpotamus on Tuesday October 25, 2022 @07:27PM (#33337607)
I believe I've read here that it is not pervasively used internally.
Re:Alphabet Earnings Report Q3 2022 [pdf] by buscoquadnary on Tuesday October 25, 2022 @08:43PM (#33338241)
I don't think they'll ever shut down GCP. But I could see them discontinuing services within GCP over time.
Re:Alphabet Earnings Report Q3 2022 [pdf] by bushbaba on Tuesday October 25, 2022 @10:03PM (#33338849)
Google does not use GCP internally. If they did they'd be bragging about it.
Re:Alphabet Earnings Report Q3 2022 [pdf] by hn_go_brrrrr on Wednesday October 26, 2022 @12:15AM (#33339744)
It's got some decent usage internally, but it's small potatoes next to Borg.
Re:Alphabet Earnings Report Q3 2022 [pdf] by ghaff on Tuesday October 25, 2022 @09:08PM (#33338435)
>Hell I could even see them abandoning Waymo

That seems less improbable than even a lot of other cuts. A science experiment that doesn't have a clear path to an assistive driving revenue opportunity much less something transformational? I'd probably make an argument that they have to keep plugging on GCP but could cut Waymo loose without much collateral damage.

Re:Alphabet Earnings Report Q3 2022 [pdf] by cavisne on Tuesday October 25, 2022 @10:41PM (#33339142)
Waymo has taken a fair bit of external funding. Google could in theory cut them loose which would effectively kill them, but I'm not sure they could just shut it down.
Re:Alphabet Earnings Report Q3 2022 [pdf] by bushbaba on Tuesday October 25, 2022 @10:01PM (#33338834)
makes you wonder, what exactly the headcount is going to. Double the headcount, but sure doesn't feel like double the innovation/product-growth.
Re:Alphabet Earnings Report Q3 2022 [pdf] by UncleMeat on Tuesday October 25, 2022 @10:17PM (#33338945)
It's also wild internally. It feels like headcount is incredibly tight, and even tighter now. Like 20% of my time as a manager is spent being asked to propose large new projects only to be told "nope, no HC for that." But somehow the company is like 4x larger than it as when I joined.
Re:Alphabet Earnings Report Q3 2022 [pdf] by mkmk3 on Wednesday October 26, 2022 @02:40AM (#33340522)
Wow, really? So where is it all going?
Re:Alphabet Earnings Report Q3 2022 [pdf] by UncleMeat on Wednesday October 26, 2022 @08:28AM (#33342645)
I suspect it is a property of subexponential growth. If every team gets new HC then the entire company grows at ridiculous pace. But it does feel disempowering to see the company grow like mad while we are told "not you."
Re:Alphabet Earnings Report Q3 2022 [pdf] by spaceman_2020 on Wednesday October 26, 2022 @03:16AM (#33340725)
Honestly as an end user, the growth seems to be backwards. Search results are worse than ever, YouTube recommendations are broken, and for the first time in years, Google Maps is showing me weird as hell routes.
Re:Alphabet Earnings Report Q3 2022 [pdf] by time_to_smile on Tuesday October 25, 2022 @05:24PM (#33336358)
People are so quick on HN to say "why does company X need 1000 employees when clearly it could be done with 10?" but I find people tend not the ask the even more obvious question "Why does company X need 100,000 employees when they seemed to be doing just fine with 50,000?"

I do get that there is a lot of extra complexity that goes from a startup solving a hard technical problems to a pre-IPO company that is solving a bunch of business problems as well as technical challenges. Yes companies gain less efficiency per hire as they grow, and many do grow for growth's sake these days, but it does make sense that some companies need a thousand people to do what a startup thinks they can do with 10.

But it certainly doesn't seem like Google is making great use of doubling headcount. On a product by product basis, at least for me, it feels like most Google products are worse than they were pre-pandemic.

If they had shown revenue growth highly correlated with headcount I would see strong evidence that my view is wrong, but the facts don't seem to point that way.

Re:Alphabet Earnings Report Q3 2022 [pdf] by Johnie on Tuesday October 25, 2022 @06:21PM (#33336913)
There's diminishing returns as the company grows in headcount.

When you hire large number of engineers, you need to hire engineers to support those engineers. Then you need to hire people to support the engineers that are supporting the engineers and so on...

Re:Alphabet Earnings Report Q3 2022 [pdf] by vadym909 on Tuesday October 25, 2022 @07:01PM (#33337357)
This is pretty common in most large companies. Remember the mini-msft blog? This doesn't happen as much on product teams but in all the support functions which don't hire world class people like they do on software engg.

Basically as companies revenues grow, every cost center gets to put in a request to grow headcount. If you don't your colleagues will and you'll be looked down upon. then you take on shiny new non-essential projects and find ways to justify it. Launch it get promoted and leave. The next person comes in- decides it is crap- shuts it down and starts their own new project to reinvent the same thing . Org politics.

Re:Alphabet Earnings Report Q3 2022 [pdf] by bradleyjg on Tuesday October 25, 2022 @07:12PM (#33337478)
In a way we are lucky this is true. If there were only economies of scale and no diseconomies we’d end up with only a few dominant conglomerates.
Re:Alphabet Earnings Report Q3 2022 [pdf] by onlyrealcuzzo on Wednesday October 26, 2022 @05:37PM (#33349849)
> On a product by product basis, at least for me, it feels like most Google products are worse than they were pre-pandemic.

I dunno, MSFT products seem to have only gotten worse since 1995 - and their profits are doing just fine.

The quality of a product and its ability to make money seem to almost be inversely proportional.

In Google's case - what matters is - they're doubling headcount (largest expense) and revenue has barely budged.

It'd be nice if the products got better - but all they should really care about is if they're making more money.

Re:Alphabet Earnings Report Q3 2022 [pdf] by lucasgonze on Tuesday October 25, 2022 @04:49PM (#33335978)
Or: what part of this isn't attributable to inflation?
Re:Alphabet Earnings Report Q3 2022 [pdf] by ParksNet on Tuesday October 25, 2022 @05:32PM (#33336460)
How much do DEI initiatives, directly related staff (Director of 'Belonging' etc), and non-meritocratic hiring practices impact profitability?

What about the alienation of staff and users considered part of 'legacy' demographics?

https://about.google/belonging/

Re:Alphabet Earnings Report Q3 2022 [pdf] by overcast on Tuesday October 25, 2022 @05:38PM (#33336517)
Hiring 55,000 new employees in the last year is a big part of it.
Re:Alphabet Earnings Report Q3 2022 [pdf] by Johnie on Tuesday October 25, 2022 @06:15PM (#33336863)
I always put this into perspective. Google hires about 2 Uber sized companies in employees every year.
Re:Alphabet Earnings Report Q3 2022 [pdf] by AlbertCory on Tuesday October 25, 2022 @07:13PM (#33337492)
R&D costs: went from 7,694,000,000 to 10,273,000,000 quarterly 2021 to 2022.

whereas revenue went 65,118,000,000 to 69,092,000,000. Somewhat less of an increase.

You'd assume R&D is mostly fully loaded costs of engineers, but I suppose someone who really knows the financials could tell us for sure.

Re:Alphabet Earnings Report Q3 2022 [pdf] by brookst on Tuesday October 25, 2022 @09:37PM (#33338649)
Google is getting deeper into silicon, both datacenter and device. That R&D has substantial capital costs which I think are still included in R&D top line.
Re:Alphabet Earnings Report Q3 2022 [pdf] by AlbertCory on Tuesday October 25, 2022 @09:55PM (#33338775)
I guess we could both read the part of the report where they explain it :)

If it's capitalized, then it's not R&D, which is all expensed.

Re:Alphabet Earnings Report Q3 2022 [pdf] by bushbaba on Tuesday October 25, 2022 @10:01PM (#33338826)
The silicon would be to save money compared to general purpose compute. The savings should overcome any fixed cost. Doubt it's having that great an impact to R&D cost growth.
Re:Alphabet Earnings Report Q3 2022 [pdf] by dekhn on Wednesday October 26, 2022 @10:18AM (#33344084)
that was one of the reasons for TPUs- they are far cheaper (TCO) than large numbers of GPUs if you're doing massive amounts of training.