caroline: explain that. >> the search engine is google's cash cow. the default behavior for an ad on a search engine is to click on those links. in youtube, you are viewing an ad. that could be good for google, opening up a new range of verticals. the click metric will end up getting a lot of noise. caroline: we are just hearing from the ceo saying the key trends, youtube, cloud, and hardware. let's dig in on the cloud and hardware. cloud they say is their fastest-growing area of business. they have tough competition. >> they do.