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modest proposal
So Azure is bigger and growing faster than GCP and Instagram is as big or bigger than YouTube and growing faster. Interesting to see what people make of these numbers.
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Brandon Ross Feb 3
Replying to @modestproposal1
Where are you seeing Instagram revs and growth broken out? A lot of people had the YouTube numbers very wrong.
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modest proposal Feb 3
Replying to @BrandoLightShed
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the mule Feb 3
Replying to @modestproposal1
i really am wondering what the impacts at youtube CPM pricing is. would guess youtube impressions is growing faster than rev while youtube CPM price is massively down (brand safety issues year after year)
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Ryan Anderson Feb 3
Replying to @modestproposal1
Kinda reminds of a few years ago when Nike was growing a full Under Armour per year, but UA’s stock was going bananas.
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Matthew “Go Brrrrrrr” Cantieri Feb 3
Replying to @modestproposal1
Azure existential for MS, Instagram existential for FB
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If you meet 60+-year-olds, quarantine like one Feb 3
Replying to @modestproposal1
At this point, Azure is going to crush AWS.
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Diu terminus Feb 3
Replying to @modestproposal1
Cloud includes G-Suite, GCP is def growing faster than Azure
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igooner Feb 4
Replying to @modestproposal1
I think they repeated at least 5+ times during the call- "The growth rate of GCP was meaningfully higher than that of Cloud overall."
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