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Alphabet earnings show Google Cloud on $10B run rate

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Re: Alphabet earnings show Google Cloud on $10B run rate

#31

Post by QuinnyPig »

scarface74 wrote: post #24
georgewfraser wrote: post #3

I would really love to know what the quarterly revenue is for just compute and storage, for each of the major cloud providers. Including things like G Suite and Office 365 just muddies the waters.

Will this meme please die. https://www.neowin.net/news/microsoft-q1-2020-earnings-reven... Office is not counted in cloud. It’s counted in “Productivity and Business Processes”.

Right?! Microsoft is very clear about its Intelligent Cloud section.

I’m having trouble finding its Elastic Moron Cloud section breakout, though.

Re: Alphabet earnings show Google Cloud on $10B run rate

#32

Post by riffraff »

iandanforth wrote: post #15

Aside: This was the first time I've tried to read a techcrunch article in Austria (or the EU in general). The splash screen implies I must consent to tracking cookies or I can't view their content. Is that not illegal?

My understanding is that if you depend on the cookies (which is the case for an ad-driven site) it can be legal, but I'm not a lawyer.

Re: Alphabet earnings show Google Cloud on $10B run rate

#33

Post by jmartinpetersen »

Pandabob wrote: post #2

Meh. I'd wish Microsoft and Google would start separating their actual cloud platform (Azure, GCP) revenues from their "cloud" SaaS revenue (Office 365, G Suite). It'd make comparisons to AWS a lot more meaningful. Edit: Apparently Microsoft is already doing this.

What are you trying to decide based on their cloud platform revenue? I'm genuinely curious as to why it matters if they are huge or actually the largest on the planet.

Re: Alphabet earnings show Google Cloud on $10B run rate

#34

Post by Karishma1234 »

Pandabob wrote: post #2

Meh. I'd wish Microsoft and Google would start separating their actual cloud platform (Azure, GCP) revenues from their "cloud" SaaS revenue (Office 365, G Suite). It'd make comparisons to AWS a lot more meaningful. Edit: Apparently Microsoft is already doing this.

While providing breakdown of the services makes sense at many levels, it is understandable that Google would add GSuite revenue to cloud. Technically it is a cloud service and it is something Amazon lacks.

For many businesess today the first thing done after incorporation is buying Gsuite subscription to give employees access to email. Even opening a cloud account might come after that.

Re: Alphabet earnings show Google Cloud on $10B run rate

#35

Post by virgilp »

Spare_account wrote: post #20
PietdeVries wrote: post #16

Earlier quoted context omitted.

For me it redirects to a page from https://guce.advertising.com , telling me my browser is out of date and that I have to go to browsehappy.com to get a new one...

uMatrix blocked me from viewing guce.advertising.com I disabled uMatrix in a Private tab but my pihole blocked advertising.com too. I nearly gave up thinking "I don't need to see TechCrunch, their loss" but then I remembered the wayback machine: https://web.archive.org/web/20200206070011/https://techcrunc... The article loads but after a few seconds it auto forwards to a page that doesn't exist on the TechCrunch site…

You're right. Disable javascript on [*.]archive.org, and you can read techcrunch just fine. Arguably, better :D

TL;DR: Google cloud revenue includes Saas offerings (docs, gmail etc), in addition to the infrastructure part. They may make roughly 2.5bln per quarter now, but it's still small compared to Microsoft (12.5bln per quarter, includes Azure + Office/outlook) or Amazon (10bln per quarter, AWS only). What is impressive is the growth of the business unit - more than 50% in the last year (they do have to keep it up at the same rate for 4 more years to catch up to competitors though)

Re: Alphabet earnings show Google Cloud on $10B run rate

#36

Post by fnord123 »

riffraff wrote: post #32
iandanforth wrote: post #15

Aside: This was the first time I've tried to read a techcrunch article in Austria (or the EU in general). The splash screen implies I must consent to tracking cookies or I can't view their content. Is that not illegal?

My understanding is that if you depend on the cookies (which is the case for an ad-driven site) it can be legal, but I'm not a lawyer.

No, the cookies are only required if the implementation of the site requires it. Not if funding depends on it.

Re: Alphabet earnings show Google Cloud on $10B run rate

#38

Post by BeniBoy »

iandanforth wrote: post #15

Aside: This was the first time I've tried to read a techcrunch article in Austria (or the EU in general). The splash screen implies I must consent to tracking cookies or I can't view their content. Is that not illegal?

This is a more complicated question that it seems!

Cookie banner are not directly related to the GDPR, but to the Eprivacy directive, which, not being a Regulation, is subject to variation in national law transcription. So the answer may vary depending on your country!

Still in an effort to have a uniform position on the question, DPAs( Data protection agency) are working at the EDPB (the European Data Protection Board, a sort of council of DPAs) to have a common position.

One of the currently shared position is that a cookie wall impedes the "free" part of the consent, since you have to support a negative consequence.

In a communication regarding the (future?) Eprivacy regulation, the EDPB clearly stated that:

"In order for consent to be freely given as required by the GDPR, access to services and functionalities must not be made conditional on theconsentof a userto the processing of personal data or the processing of information related to or processed by the terminal equipment of end-users, meaning that cookie walls should be explicitly prohibited." [1]

If I remember correctly the Austria DPA is not of favor of a cookie wall ban though..

From memory, not a legal advice!

EDIT: try to make the explanation clearer!

[1]: https://edpb.europa.eu/sites/edpb/files/files/file1/edpb_sta...

Re: Alphabet earnings show Google Cloud on $10B run rate

#39

Post by spookybird »

iandanforth wrote: post #15

Aside: This was the first time I've tried to read a techcrunch article in Austria (or the EU in general). The splash screen implies I must consent to tracking cookies or I can't view their content. Is that not illegal?

IANAL, but why would it be illegal. Isn’t that like saying a company can’t charge you for a product if you don’t want to pay for it. Tech crunch chooses tracking as its fee for reading its content. The law simply states that they must notify you of said tracking. It’s not a public service, and the content is generally pretty crap anyway.

Re: Alphabet earnings show Google Cloud on $10B run rate

#40

Post by pirocks »

spookybird wrote: post #39
iandanforth wrote: post #15

Aside: This was the first time I've tried to read a techcrunch article in Austria (or the EU in general). The splash screen implies I must consent to tracking cookies or I can't view their content. Is that not illegal?

IANAL, but why would it be illegal. Isn’t that like saying a company can’t charge you for a product if you don’t want to pay for it. Tech crunch chooses tracking as its fee for reading its content. The law simply states that they must notify you of said tracking. It’s not a public service, and the content is generally pretty crap anyway.

Because under GDPR services cannot be conditional on giving unneeded personal information. How well this is enforced is a different matter.
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