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Alphabet Announces Second Quarter 2018 Results [pdf]

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Re: Alphabet Announces Second Quarter 2018 Results [pdf]

#121
post #68

Earlier quoted context omitted.

As a large corporate user I had a fairly poor experience using google cloud.

What issues did you face? Lack of support? Onboarding issues?

Mostly lack of support, unwilling and unable to add capacity in the way AWS is capable of, and other clear technical issues with their services.

Re: Alphabet Announces Second Quarter 2018 Results [pdf]

#122

Earlier quoted context omitted.

This is why Azure is outpacing AWS/GCE.

Microsoft's Enterprise sales force is second to none and they are clearly the number 2 in the cloud space. However, shifting office365 (a SAAS offering) to be reported as cloud revenue is disingenuous.

I wouldn't say second to none as Oracle's Enterprise sales force are better, and likely much better rewarded.

However if you combine the whole package, from sales, product, after sales services, etc. Microsoft is so far ahead of AWS, and Google doesn't know anything about human interaction / Sales.

Re: Alphabet Announces Second Quarter 2018 Results [pdf]

#123
post #122

Earlier quoted context omitted.

Microsoft's Enterprise sales force is second to none and they are clearly the number 2 in the cloud space. However, shifting office365 (a SAAS offering) to be reported as cloud revenue is disingenuous.

I wouldn't say second to none as Oracle's Enterprise sales force are better, and likely much better rewarded. However if you combine the whole package, from sales, product, after sales services, etc. Microsoft is so far ahead of AWS, and Google doesn't know anything about human interaction / Sales.

I'll give you that.

Re: Alphabet Announces Second Quarter 2018 Results [pdf]

#124
post #108

Earlier quoted context omitted.

I think one of the advantages of that structure is the head of Google now just focuses on Google instead of trying to think about a dozen other businesses as well.

Indeed, focus is a great thing. Although weirdly enough, Android is still part of Google as well; you'd think that'd be a prime candidate to move alongside Google as its own venture.

The idea may be that android benefits a lot more from integration with other google products. Although I'm not sure on how inter-alphabet cooperation is going.

Re: Alphabet Announces Second Quarter 2018 Results [pdf]

#125
post #108

Earlier quoted context omitted.

I think one of the advantages of that structure is the head of Google now just focuses on Google instead of trying to think about a dozen other businesses as well.

Indeed, focus is a great thing. Although weirdly enough, Android is still part of Google as well; you'd think that'd be a prime candidate to move alongside Google as its own venture.

[deleted]

Re: Alphabet Announces Second Quarter 2018 Results [pdf]

#126
post #106

Earlier quoted context omitted.

It runs on Azure, ties in with Azure AAD, Microsoft Dynamics 365, Microsoft Graph, and is offered as part of "Microsoft 365". What's so disingenuous about that?

Cloud is generally accepted as a series of P / IAAS offerings, where clients are paying for infrastructure. Office365 is a SAAS offering, where clients are paying for software that does something, that happens to be hosted in the cloud. In the context of Microsoft's, Google's, Amazon's cloud businesses, Microsoft is comparing apples & oranges to everyone else's oranges.

Cloud is literally any service or offering that is hosted and served over network from 1st party DCs. Office365 meets that requirement quite well.

Also, SaaS is part of cloud[0].

[0] https://en.wikipedia.org/wiki/Software_as_a_service

Re: Alphabet Announces Second Quarter 2018 Results [pdf]

#127

Revenue up 26% YOY (good but expected). Big one for me is advertising segment revenue as % of total segment revenue, down to 86.3% from 87.4%, which is good, they have got to diversify away from ads eventually. Disappointing to see the "other bets" still at a paltry $145M and losses are growing faster. Also no mentioned whatsoever of cloud performance. Employee count up 15% but Wow, that was a big fine though.

Why would they want to move away from ads? Advertising is one of the more recession proof industries, when everyone else is suffering, it just keeps right on going.

Re: Alphabet Announces Second Quarter 2018 Results [pdf]

#128
post #83

Earlier quoted context omitted.

Are you an individual user or corporate? Their reputation for large enterprises has been not enough handholding to accompany the complexity. (Relative to IBM/AWS/Oracle) I’m curious about your experience.

How recently have you heard as I read somewhere recently (cannot find yet currently but looking) that Diane Greene massively increased their sales and support staff once she joined as head of cloud?

I’ve heard horror stories as recently as two weeks ago.

Re: Alphabet Announces Second Quarter 2018 Results [pdf]

#129
post #126

Earlier quoted context omitted.

Cloud is generally accepted as a series of P / IAAS offerings, where clients are paying for infrastructure. Office365 is a SAAS offering, where clients are paying for software that does something, that happens to be hosted in the cloud. In the context of Microsoft's, Google's, Amazon's cloud businesses, Microsoft is comparing apples & oranges to everyone else's oranges.

Cloud is literally any service or offering that is hosted and served over network from 1st party DCs. Office365 meets that requirement quite well. Also, SaaS is part of cloud[0]. [0] https://en.wikipedia.org/wiki/Software_as_a_service

By extending that definition, would ~90% of Google's revenue be cloud revenue?

Re: Alphabet Announces Second Quarter 2018 Results [pdf]

#130

Earlier quoted context omitted.

What issues did you face? Lack of support? Onboarding issues?

Mostly lack of support, unwilling and unable to add capacity in the way AWS is capable of, and other clear technical issues with their services.

Ok ya google was notorious for not providing proactive support especially enterprise customers demand a direct phone line to support team. Regarding capacity why would you consider google when you were in AWS? Was it due to pricing considerations?
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