[jsnell]

> - unallocated corporate losses are 3B higher YoY

$2.5 billion of that is charges related to the layoffs.

> - all their expenses are way up (cost of revenue 1B up, R&D expenses 2.3 B up, sales and marketing costs ~0.7 B up)

Likewise half of this (i.e. you're double counting). See the table on page 3.

> - ad revenue is down (that's 80-90% of all of their revenue)

78% is not 80-90%. It's impressive that you managed to quote a ridiculously large range, and still get it wrong, in a discussiong about the earnings report.

The ad revenue from Google properties, not from the display ad network, is up.

[Workaccount2]

Thank you for softening the blow, but frankly it doesn't soften it much.

[illiarian]

> 78% is not 80-90%. It's impressive that you managed to quote a ridiculously large range, and still get it wrong,

I couldn't care less to calculate it this time. It fluctuates around the same number YoY

> The ad revenue from Google properties, not from the display ad network, is up.

And that somehow makes it less of an ad revenue? Or different? Or something?

[jsnell]

> I couldn't care less to calculate it this time. It fluctuates around the same number YoY

Uh-huh. It was 77% in Q4, 79% in Q3, 80% in Q2. It has not been 90% for a decade.

> And that somehow makes it less of an ad revenue? Or different? Or something?

So you weren't making any kind of point when saying that ad revenue was down? If that's the case, I'm happy to also pretend that I'm also a member of the non sequitur club.