Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
26 Aug 2025 Acquired Google Part II: Alphabet
“Pretty wild. But to my point about the dollars, so Microsoft’s productivity and business process segment, which is mostly Office—I think LinkedIn is now part of this too—last year generated over $120 billion in revenue.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 26 Aug 2025
- Publisher
- Acquired
- Episode
- Google Part II: Alphabet
Transcript context
…That’s crazy. I didn’t realize that. Pretty wild. But to my point about the dollars, so Microsoft’s productivity and business process segment, which is mostly Office—I think LinkedIn is now part of this too—last year generated over $120 billion in revenue. Google reports Workspace as part of the cloud segment, so all of cloud, inclusive of their Infrastructure as a Service, all the AI infrastructure, all that, the whole cloud segment for Google last year did about $50 billion in revenue, less than $50 billion. Microsoft’s productivity segment, $120 billion. Office is the big piece. And that’s high margin revenue.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.