<story><title>Alphabet Announces First Quarter 2022 Results</title><url>https://abc.xyz/investor/static/pdf/2022Q1_alphabet_earnings_release.pdf?cache=d9e9d97</url></story><parent_chain><item><author>chollida1</author><text>Numbers:&lt;p&gt;- Q1 EPS $24.63 Est 25.71&lt;p&gt;- Q1 Add Rev $54.66B, Est $54.14B&lt;p&gt;- Q1 Cloud Loss of $931M, still not sure how they can&amp;#x27;t compete with Azure and Amazon here?  This is a slight improvement YoY.  Though cloud revenue was up 43%&lt;p&gt;- Q1 Services Rev of 61.47B&lt;p&gt;- Q1 Other Bets lost $1.16B&lt;p&gt;- Q1 Other Bets Rev $440M&lt;p&gt;- Q1 Re $68.01, Est $67.98&lt;p&gt;- looks like they are reporting  a loss(1.2B) this quarter, which is a big swing YoY where they made a profit of 4.9B&lt;p&gt;- youtube Add Rev 6.9B, bit of a miss here,  TikTok is starting to affect google growth finally, they already have affected Meta&amp;#x27;s add revenue, maybe related also to iPhone privacy changes?&lt;p&gt;- Authorized to buyback up to $70B in shares,  that&amp;#x27;s a large number and indicates someone at google thinks rev is slowing down, see TikTok&lt;p&gt;Misc:&lt;p&gt;- shares down slightly, but negligible.&lt;p&gt;- numbers for Q1 shouldn&amp;#x27;t be affected by Russia but next quarter will be interesting&lt;p&gt;- want to see how their US vs rest numbers work out as that should indicate where they&amp;#x27;ll hold cash and therefor where they&amp;#x27;ll look for take over targets next.&lt;p&gt;- specifically for their cloud offering, sooner or later they&amp;#x27;ll get it working&lt;p&gt;- note to watch Meta as alot of people will use GOOG advertising numbers as a proxy for how screwed META will be with the iPhone privacy changes going forward.</text></item></parent_chain><comment><author>davidbarker</author><text>Anecdotally, I spend a reasonable amount of time on YouTube (perhaps an hour per day), and recently (6–12 months) the frequency of ads has noticeably increased.&lt;p&gt;It’s so notable that I can’t help but think overall watch time has flattened but they’re desperate to continue increasing revenue. Although at some point they’re likely to go into a downward spiral where they annoy too many users. I’m not there yet, but I’m on the trajectory.</text></comment>
<story><title>Alphabet Announces First Quarter 2022 Results</title><url>https://abc.xyz/investor/static/pdf/2022Q1_alphabet_earnings_release.pdf?cache=d9e9d97</url></story><parent_chain><item><author>chollida1</author><text>Numbers:&lt;p&gt;- Q1 EPS $24.63 Est 25.71&lt;p&gt;- Q1 Add Rev $54.66B, Est $54.14B&lt;p&gt;- Q1 Cloud Loss of $931M, still not sure how they can&amp;#x27;t compete with Azure and Amazon here?  This is a slight improvement YoY.  Though cloud revenue was up 43%&lt;p&gt;- Q1 Services Rev of 61.47B&lt;p&gt;- Q1 Other Bets lost $1.16B&lt;p&gt;- Q1 Other Bets Rev $440M&lt;p&gt;- Q1 Re $68.01, Est $67.98&lt;p&gt;- looks like they are reporting  a loss(1.2B) this quarter, which is a big swing YoY where they made a profit of 4.9B&lt;p&gt;- youtube Add Rev 6.9B, bit of a miss here,  TikTok is starting to affect google growth finally, they already have affected Meta&amp;#x27;s add revenue, maybe related also to iPhone privacy changes?&lt;p&gt;- Authorized to buyback up to $70B in shares,  that&amp;#x27;s a large number and indicates someone at google thinks rev is slowing down, see TikTok&lt;p&gt;Misc:&lt;p&gt;- shares down slightly, but negligible.&lt;p&gt;- numbers for Q1 shouldn&amp;#x27;t be affected by Russia but next quarter will be interesting&lt;p&gt;- want to see how their US vs rest numbers work out as that should indicate where they&amp;#x27;ll hold cash and therefor where they&amp;#x27;ll look for take over targets next.&lt;p&gt;- specifically for their cloud offering, sooner or later they&amp;#x27;ll get it working&lt;p&gt;- note to watch Meta as alot of people will use GOOG advertising numbers as a proxy for how screwed META will be with the iPhone privacy changes going forward.</text></item></parent_chain><comment><author>dijit</author><text>&amp;gt; still not sure how they can&amp;#x27;t compete with Azure and Amazon here?&lt;p&gt;People go AWS because it’s the default, easy to hire people who know it, AWS are willing to throw credits at you if you’re in the US and once you’re on the platform it’s a serious effort to get off due to weird lock-ins.&lt;p&gt;Azure has its niche in the windows market, a lot of smaller orgs are going AzureAD as a replacement (or in addition to) a normal on-prem AD solution, once you’re on the platform it’s easy to just use more of it and consume existing contracts.&lt;p&gt;It helps immeasurably that if you’re running windows workloads they “happen” to be reasonably priced, as opposed to other cloud providers.&lt;p&gt;It’s a shame, because google cloud is definitely my favourite of the public clouds, I hope it doesn’t go anywhere and I’d be extremely happy to go back to it after using AWS for a while now.</text></comment>