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Plus Solutions Revenue Growth is Accelerating - Encouraging!

[TakeHighRoad]

Plus Solutions Revenue grew 69% on a YoY basis and guidance was increased for the full year for Plus Solutions which is the key to the business
Base Revenue declined by 13% but overall gross profit was only down by 5% because of the growth of the higher margin Plus Solutions Revenue
This backfilled losses in Base but we know that this is due to more of YouTube's views volume moving to Shorts which are undermonetized right now.  This will likely change as Google will monetize these views eventually.
Its clear they are making more investments to grow Plus and that is working but will they .  Their cash balances are still ok but I'd like to get a view as to whether or not they have enough runway on cash to get to break-even.  I would be encouraged by a reduction in costs, even if they don't grow Plus as quickly.
Q1 is seasonally the weakest quarter due to advertising seasonality so results will get better as the year moves forward.

These results are in-line with management has been saying.  We all know the key to this business is not Base, its Plus Solutions revenue.  Even if their top-line declines, if they get better moneitization of their massive views scale, they can get to profitability and beyond.  They generated 105B views for the month.