81% of Googles revenue is from advertising, only 7.5% is from Cloud Services (Google Workplaces and Google Cloud Platform) I think its fairly safe to assume that the majority of that cloud revenue is from their Cloud Platform, not Workplaces. So it wouldn't surprise me if its as little as 1-2% of revenue (it could easily be less than 1%). There is no surprise then that it is such a low priority for them. It's mostly a box ticking exercise to ensure that they can sell more stuff to enterprises and hold Microsoft back a little.
>I think its fairly safe to assume that the majority of that cloud revenue is from their Cloud Platform, not Workplaces.
I'm not sure I'd make that assumtion. Google workplaces makes a lot of revenue. $20/user/month * 100k users in a large company is 24MM/year. I'm sure GCP will grow faster, but Google workplaces has had more market penetration for longer.
I totally understand this vision, google docs, google sites, google drive must be really down in Google's priority list. Heck, Google Meet was down there up until two years ago.
The problem I think is that, little by little, users start stepping outside the Google bubble and they start to realize that there's clear benefits.
I used to be a 100% google person, then we started using dropbox paper for documents, notion for company wiki (and personal notes too), tandem for video calls.
In 2022, our company is using Google only for email, calendar, and sheets. Two years ago we'd be crazy to even think about that. We're up to the point were it wouldn't seem crazy to go with the Microsoft suite, to be honest.
> We're up to the point were it wouldn't seem crazy to go with the Microsoft suite, to be honest.
I think for a lot of companies not going with Office is crazy, Google docs isn't good enough, and who's wants to have 7-10 different suppliers for different products (email, calendar, sheets, docs, presentations, wiki, chat, video). Far easer to just buy one cohesive system.
There is probably an opportunity for one of the larger players to acquire the others and move back towards a cohesive platform. There would be push back but I suspect it would pay off. Imagine Airtable, Notion and Slack under one operation.
