Google Must Shine More Light on its Cloud

Reporting cloud revenue could help offset concerns about growing costs of the core business

Dan Gallagher

The Wall Street Journal

Biography Dan Gallagher

Feb. 13, 2018 4:56 p.m. ET

Google is the world’s second-largest company by market value. But even for huge businesses, little things can count for a lot.

Google Cloud Platform isn’t really small. In fact, parent company Alphabet Inc. says the division is now generating about $1 billion in revenue per quarter. That, however, is about 3% of what the core Google business reported for its most recent quarter. It also is notably smaller than Amazon.com’s AWS segment, which is currently the largest provider of public cloud services. AWS saw revenue of $5.1...