Google Earnings (Patreon)
Published:
2025-07-24 14:21:01
Imported:
2026-06
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as u know I have my eye on Google - prob the most interestsing of plays but has to pivot hard to AI.
Google beats Q2.
Google cloud on Fire - like Oracle Cloud
Revenues $96.4B vs $94B expected
EPS $2.31 vs $2.18 expected
YouTube $9.8B vs $9.5B expected
Search, which was the most IMPORTANT metric and had the most BEARISH narrative associated, grew 11.7% vs 8% expected.
Gemini 450M MAU, up from 400M.
Still not ready to allocate, I need to see how they shake up with Gemini. I tried it and still not impressed compared to GROK.
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