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points by notatoad 14 hours ago | 0 comments

am i remembering correctly that "google cloud" in the earnings isn't just developer's google cloud bills (that's google cloud platform), it's also basically any product where a consumer or enterprise pays money to google for anything other than advertising - google drive storage, gemini pro, enterprise google workspace plans...

[–] steve1903 14 hours ago

Not quite. Google Cloud is GCP, Workspace and Gemini Enterprise. Consumer products subscriptions like Youtube premium, Google storage and even Gemini (consumer) fall under "Google subscriptions", which is part of Google Services

[–] happyopossum 14 hours ago

> basically any product where a consumer or enterprise pays money to google for anything other than advertising

Not exactly - the consumer stuff (subscriptions and devices) falls under services, while cloud covers GCP, Workspace, and enterprise-specific cloud services (like maps etc).

Basically if you pay for it with a monthly sub on a personal google account (including Gemini stuff like Ai pro) it's services.

[0]https://abc.xyz/investor/faqs-and-general-information/

[–] foxtr0t 14 hours ago

no, services is broken out separately.

[–] gniv 12 hours ago

I think not but it's irrelevant. Most of the growth is probably from big accounts renting compute/tpu for training models.

[–] stefan_ 14 hours ago

Others want to nitpick but generally yes, before we had AI, the last craze was cloud, so they shuffled things around to the point that everything was "cloud". This is also how Oracle got to be the biggest "cloud" in the world!

[–] jeffbee 14 hours ago

Workspace is under cloud but consumer stuff like Google 1 plans have their own line item.