GOOGL in charts:
Cloud was only big beat. Cloud came at $30.7bn vs $29.1bn expected (+103% y/y), but Search, YouTube, S | Hanami
GOOGL in charts:
Cloud was only big beat. Cloud came at $30.7bn vs $29.1bn expected (+103% y/y), but Search, YouTube, Subs and Services all missed
Two speeds. Cloud doubled; Search grew 12% (vs ~14% buyside bogey), YouTube 9% (below 10% toleration line), and Network just 1%
Quoted @zerohedge: Google Plunges After Ugly Top And Bottom Line Miss, As AI Cannibalizes Search And Ads https://www.zerohedge.com/markets/google-plunges-after-ugly-top-and-bottom-line-miss-ai-cannibalizes-search-and-ads(Historical earnings: For 2026Q2 (period ended 2026-06-30), reported basic EPS of 14.41, diluted EPS of 14.24, and net income of USD 174.771 billion.
Consensus expectations: Consensus for 2026Q3 expects EPS of 3.003 and revenue of USD 127.833 billion.)