In its first earnings announcement since Sundar Pichai took over as CEO, Alphabet broke out both Google Cloud revenue (which includes GCP as well as G Suite revenue) and revenue from YouTube advertising for the first time. Though this is more transparency than we’ve seen in the past from them, they still refrained from disclosing the revenue tied specifically to GCP and G Suite. They also did not provide more granular details such as their total number of commercial users of G Suite. In this podcast, Adam Mansfield shares his thoughts on Alphabet’s Q4 and full-year FY19 earnings and discusses what you can expect from Google in 2020 as they strive to show accelerated Google Cloud growth and close more large enterprise deals as they compete aggressively with Amazon (AWS) and Microsoft.
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