Comment by vineyardmike
20 hours ago
> But it isn't like they are that much more successful at software projects than any other company? They are still largely an ads company, no?
They have a ton of other software in 2026. And they have a pretty diverse (and diversifying) income stream today. Like 30-40% from non-ads.
Is it worth it? That’s for them to say, but they can ramp up cloud services at scale pretty fast as a core competency.
I mean, ads is 73% of revenue. Of the rest, ~60% is Cloud, ~35% is hardware and subscriptions and app store fees.
So, sure, lots of spots for software there. But still nothing that would make me think of them as a software company. Or, worse, a lot of software that I don't have a strongly favorable view on. :D