Ever since Google became Alphabet and broke out its “Other Bets” as a separate reporting line, that segment has received a great deal of focus and scrutiny externally. But the fact remains that the Other Bets collectively contributed just 1% of Alphabet’s revenue in the past quarter. Meanwhile, a much larger “Other” reporting line – that belonging to the core Google segment – posted 12% of total Alphabet revenues, and continues to grow rapidly. This non-advertising portion of Google’s business merits a closer look.
Jan Dawson is Founder and Chief Analyst at Jackdaw Research, a technology research and consulting firm focused on consumer technology. During his sixteen years as a technology analyst, Jan has covered everything from DSL to LTE, and from policy and regulation to smartphones and tablets. As such, he brings a unique perspective to the consumer technology space, pulling together insights on communications and content services, device hardware and software, and online services to provide big-picture market analysis and strategic advice to his clients. Jan has worked with many of the world’s largest operators, device and infrastructure vendors, online service providers and others to shape their strategies and help them understand the market. Prior to founding Jackdaw, Jan worked at Ovum for a number of years, most recently as Chief Telecoms Analyst, responsible for Ovum’s telecoms research agenda globally. View all posts by Jan Dawson