Alphabet Still Has 'a Ton' of Upside Ahead, EMarketer Analyst Says

The video discusses analysts' expectations for Google's cloud and YouTube numbers, revealing that YouTube is larger than expected while core search was softer. Alphabet's spending on various sectors is noted, with advertising still strong. Concerns about Chrome phasing out cookies are addressed, with Google having time to adapt. Google's cloud business shows potential despite being third, and a shift from hardware to services is seen as positive. Alphabet's market opportunities remain vast despite competition from Amazon. Potential antitrust issues are highlighted due to Google's control in the ad tech stack.

What were the analysts excited to see regarding YouTube numbers?

How did the non-YouTube portion of the business perform in Q4 compared to expectations?

What was the analyst's opinion on YouTube's size compared to previous estimates?

What concerns were raised regarding the implications of cookies being phased out in Chrome?

What is the current position of Google in the cloud business according to the CFO?

How does the analyst view the shift from hardware to cloud services?

What potential antitrust issues are being investigated regarding Google?