Subject: Re: Goog Earnings
Impressive quarter for sure.

Note: the headline $5.11 in EPS includes $2.35 in equity securities, so the "true" EPS was $2.76 ... still way ahead of the $2.63 estimated.


Revenue: $109.9B

* Google Cloud : $20B --> HUGE beat
* Youtube : $9.88B

https://www.cnbc.com/2026/04/2...

Stock is up over $370 / share after the announcement, so the market seems to be ok with the expanded CapEx which could reach $190B this year!


tecmo
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