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Alphabet Announces First Quarter 2026 Results

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Re: Alphabet Announces First Quarter 2026 Results

#131
post #24
post #4

22% YoY revenue increase. Doing something right. Maybe mass layoffs like Oracle/Meta/Amazon are doing isn't actually a good way to grow a company after all!

Google has been continuously laying people off for a few years now

AND, much less visibly, has been bleeding top engineers that choose to leave like someone cut it's heart open. There's even an internal joke about it (a specific way to refer to one's salary)

Re: Alphabet Announces First Quarter 2026 Results

#132
post #4

22% YoY revenue increase. Doing something right. Maybe mass layoffs like Oracle/Meta/Amazon are doing isn't actually a good way to grow a company after all!

If a huge cloud compute provider with its own TPUs can't profit in the age of "everybody needs compute for AI like never before OMG" then I dunno who could.

In the gold rush, the shovel salesmen were selling a hell of a lot of shovels.

Re: Alphabet Announces First Quarter 2026 Results

#133
post #66

Earlier quoted context omitted.

Only if you count a single day. If you count yearly Google has not stopped layoffs of "more than a few thousand" since 2023. And I bet some months get above 1000. The big layoff in 2023 was not actually the first time by the way, that was much earlier (there was a wave of office consolidation in the 2010s). Also the 2023 layoff was at least 3 distinct waves. And constant layoffs very much have the result on morale yo…

Link?

Ask any Googler.

Re: Alphabet Announces First Quarter 2026 Results

#134
post #133

Earlier quoted context omitted.

Link?

Ask any Googler.

Googler here! Opinions are my own.

Google has ~194,000 employees, up nearly 10,000 from last year [1]. A company this size is constantly losing / firing employees, and simultaneously hiring new ones. A company this size is also constantly reorganizing, cutting departments and creating new ones. On any given day there may be as many as a hundred employees losing their job and another hundred joining.

To my recollection, since the 2023 layoffs—where >10% of the company was let go and hiring was basically stopped—Google hasn't done anything even remotely similar to this.

That said, a layoff like that can definitely affect company culture for a few years, so yeah, your point is taken there.

[1]: https://www.sec.gov/Archives/edgar/data/1652044/000165204426...

Re: Alphabet Announces First Quarter 2026 Results

#135
post #133

Earlier quoted context omitted.

Ask any Googler.

Googler here! Opinions are my own. Google has ~194,000 employees, up nearly 10,000 from last year [1]. A company this size is constantly losing / firing employees, and simultaneously hiring new ones. A company this size is also constantly reorganizing, cutting departments and creating new ones. On any given day there may be as many as a hundred employees losing their job and another hundred joining. To my recollectio…

> Google has ~194,000 employees, up nearly 10,000 from last year ...

https://www.warntracker.com/?company=google

blabla calculate summarize, Google has laid off between 1% and 2% of its employees monthly since "the 12000" (since 2023) on average. Btw: on that page you can also see that "the 12000" is a misnomer and it was closer to 20000 individuals.

If the total number of employees is going up (as you say, it is) then the obvious explanation is that there must be a massive move underway moving headcount from one location to another ...

Re: Alphabet Announces First Quarter 2026 Results

#136
post #43

Earlier quoted context omitted.

Or deals with their own/third party LLMs?

LLM/AI growth is the major driver of usage growth on all the clouds.

Oh sure but I meant in their case they might be their own biggest customer. Companies shuffle money from one pocket to another often for tax/financial reasons.
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