Cloud keynote focuses on hybrid, GSuite & AI
Google's cloud conference keynote didn't bring anything that is likely to lead to a reassessment of the company's competitive position, but there were number of announcements showing how the company's offering continues to mature and become 'enterprise ready'. Given the scale of the public cloud opportunity, there should be plenty of growth potential for the business without meaningfully impacting AWS/Azure's trajectory, but it is unclear whether it will be able to sufficiently close the gap with the two leaders to be able to earn a reasonable margin in a segment where scale clearly matters.Alphabet is a holding company. Through its subsidiaries, the company is engaged in a collection of businesses, which its primary business is Google. The company reports all non-Google businesses collectively as Other Bets. Google's main products and platforms are Android, Chrome, Gmail, Google Drive, Google Maps, Google Play, Search, and YouTube. The company also provides advertisers with tools that help them attribute and measure their advertising campaigns. In addition, Other Bets includes Access, Calico, CapitalG, GV, Verily, Waymo, and X, among others. Other Bets primarily engages in the sales of internet and TV services through Access as well as licensing and research and development services through Verily.
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