It's high time for Microsoft and Facebook to disclose revenue for Azure and Instagram, writes tpoletti.
As part of Alphabet’s GOOG, +3.61% GOOGL, +3.48% first earnings with Sundar Pichai as its new chief executive, the search and advertising giant broke out some of the revenue for its popular YouTube internet channel and enterprise-focused Google Cloud segments on Monday. It was not a complete surprise — this column noted after Pichai was promoted that the change should happen — but it is a welcome change that should have come years ago.The YouTube details are not complete.
Now, it is time for other tech giants to find some free praise by finally offering needed financial disclosure. The two that should feel the most heat are rivals of YouTube and Google Cloud, respectively: Facebook Inc. FB, +1.13% and Microsoft Corp. MSFT, +2.44% . Another candidate for more disclosure is Facebook, which should by now be disclosing revenue for its slightly hipper, possibly faster-growing Instagram business, and eventually its WhatsApp business, if messaging ever starts to generate real revenue for Facebook.
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