⭐Alphabet's cloud division showed positive growth, particularly in Google Cloud Platform (GCP), which returned to growth with a 25% increase in revenue.
🔑The advertising revenue for Alphabet, especially in the search category, was in line with expectations. The focus now is on the shift to generative AI and its impact on the search landscape.
💼Google's YouTube revenue reached $9.2 million in the fourth quarter, indicating growth and market share gains in the streaming and online video space.
🚀Microsoft's Azure cloud computing platform exceeded expectations with a 28% increase, demonstrating strong growth in the enterprise market.
🕹️Microsoft's recent acquisition of Activision demonstrates the company's focus on expanding its gaming business and leveraging cloud infrastructure to provide a seamless gaming experience.