> Now doesn't seem like the time to pull unit margins up.
Tbf, you don't have the data to say that. Maybe GCP hit the growth targets they had and are not interested in growing more; maybe they've grown so much that service quality is going down; maybe they want to stall and build up other parts of the offer... there are a lot of reasons why they might want to cash in. Whether they could have foreseen it happening at this specific point in time, and how they managed the communication, is another matter. As others said, Google is saddled by default with a perception of commercial unreliability among the tech-savvy, so any new service they launch should factor that issue in terms of long-term optics.
> Maybe GCP hit the growth targets they had and are not interested in growing more; maybe they've grown so much that service quality is going down; maybe they want to stall and build up other parts of the offer...
Tbf, you don't have the data to say that. Maybe GCP hit the growth targets they had and are not interested in growing more; maybe they've grown so much that service quality is going down; maybe they want to stall and build up other parts of the offer... there are a lot of reasons why they might want to cash in. Whether they could have foreseen it happening at this specific point in time, and how they managed the communication, is another matter. As others said, Google is saddled by default with a perception of commercial unreliability among the tech-savvy, so any new service they launch should factor that issue in terms of long-term optics.