Alphabet Earnings: Search Misses, Google Cloud Grows 103%
Alphabet missed on EPS and revenue as search and YouTube came in light, while Google Cloud grew 103%. Eric Bleeker breaks down why shares are down 9% after hours.
Alphabet missed on EPS and revenue as search and YouTube came in light, while Google Cloud grew 103%. Eric Bleeker breaks down why shares are down 9% after hours.
Key Points: Except for Russia and China, Google (NASDAQ: GOOG | GOOG Price Prediction) has controlled the search engine business globally; but now it faces fierce new competition. Both U.S. and European authorities are…
Watch the VideoTranscript: Doug McIntyre: So Lee, in the last week, we had an analyst talk about alphabet and what they called the Black Swan event. This is what it is. Doug McIntyre: The…
Alphabet has been a formidable competitor to OpenAI, but recent developments made with Google and Gemini are helping it take a huge step forward. As Doug and Lee discuss, Alphabet has a huge advantage…
Key Points: Google faces legal challenges and new AI competition, threatening its search dominance and market cap. Justice Department ruling and emerging search engines like Perplexity could erode Google’s revenue. We’ll monitor how these…
Key Points: Consider a pairs trade: long Microsoft, short Alphabet, due to Google’s antitrust issues. The Justice Department’s ruling could weaken Google, making this strategy potentially profitable. We’ll revisit after the case reaches the…
Key Points: Alphabet Breakup: The U.S. government may force Alphabet to split, with advertising and Android as key assets. Android’s Potential: Android could be more valuable if monetized separately. Shareholder Gains: A breakup might…
Watch the VideoTranscript: Doug McIntyre: So Lee, there’s a lot of nervousness about Google. There’s the headline nervousness, which is the, yeah, there is problems with the justice department, right? And there, there, there’s…
Apple’s stock decline is attributed to its lack of a robust AI product compared to competitors like Microsoft (NASDAQ: MSFT) | MSFT Price Prediction, Amazon (NASDAQ: AMZN), and Alphabet. Apple plans to integrate AI…
Key Points: Bing could gain market share as Google faces antitrust issues, making Microsoft a potential long-term buy. If Google is forced to break up or stop paying for default search status, Bing could…