Earlier quoted context omitted.
They have multiple divisions. They have only one thing that people pay them for in any significant volume. You are never really in the business of your expenses. A farm is not in the diesel and fertiliser business.
Huh? Google has multiple billion dollar REVENUE businesses.
They have two businesses of billion-dollar scale.
One of them is advertising. It is 95% of revenue. If it stopped, Google would effectively die.
The other is Motorola Mobile, which is a side-effect of buying it. If it stopped, I am not sure there would be much more said than a few B-mag retrospectives.
So I guess I am wrong, Google is only 95% an advertising company.