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notatoad • yesterday at 5:56 PM • 2 replies • view on HN

search numbers are down as a percentage of total revenue, because cloud is up. search numbers are not actually down


Replies

glitchc • yesterday at 6:10 PM

This is it exactly. Search is steady while GC is growing by leaps and bounds because all AI iniatives require cloud for hardware and GC is a good option for anyone unhappy with AWS or Azure. The graph makes it clear.

weatherlite • yesterday at 6:16 PM

Actually search still grew 12% yoy last quarter