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App Economy Insights
☁️ Google Cloud visualized. $GOOG https://t.co/5LXQnEvs93
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🚨 $GOOGL posting a great Q3:

• Revenue $102.4B vs Est. $100.1B
• EPS $2.87 vs. Est. $2.26
• Google Cloud Sales $15.2B vs Est. $14.8B

Beats across the board. Congrats shareholders! https://t.co/sROn8ayPjz
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🚨 $MSFT posting a very strong Q3:

• Revenue $77.7B vs Est. $75.4B
• EPS $3.72 vs Est. $3.66
• Cloud Sales $49.1B vs Est. $48.6B

Cloud is on fire🔥 https://t.co/asBt5GbZGw
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Dimitry Nakhla | Babylon Capital®
Google $GOOG $GOOGL Q3 2025 Report 🗓️

REV: $103.35B (+15% YoY)
EPS: $2.87 (+35% YoY)

☁️ GOOGLE CLOUD +34% YoY https://t.co/twBlLnSqEk

9. Google $GOOG $GOOGL (Wed PM)

🗓️ REV Est: $100.10B (+13%)
🗓️ EPS Est: $2.28 (+8%)

💵 NTM P/E: 26x
💵 NTM FCF Yield: 2.37% https://t.co/yEQnoGVqZL
- Dimitry Nakhla | Babylon Capital®
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Dimitry Nakhla | Babylon Capital®
Google $GOOG $GOOGL Q3 2025 Report 🗓️

REV: $103.35B (+16% YoY)
EPS: $2.87 (+35% YoY)

☁️ GOOGLE CLOUD +34% YoY https://t.co/G0EGqYVhuB

9. Google $GOOG $GOOGL (Wed PM)

🗓️ REV Est: $100.10B (+13%)
🗓️ EPS Est: $2.28 (+8%)

💵 NTM P/E: 26x
💵 NTM FCF Yield: 2.37% https://t.co/yEQnoGVqZL
- Dimitry Nakhla | Babylon Capital®
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$META posting mixed Q3 results:

• Revenue: $51.24B vs Est. $49.59B
• EPS: $1.05 vs Est. $2.29

A strong revenue beat but major miss on earnings due to a $15.9 billion one-time expense. https://t.co/tASfnJtmh6
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Dimitry Nakhla | Babylon Capital®
Microsoft $MSFT Q1 2026 Report 🗓️

REV: $77.67B (+18% YoY)
EPS: $4.13 (+25% YoY)

☁️ MICROSOFT CLOUD: $49.1B (+26% YoY) https://t.co/JB6ulrZign

8. Microsoft $MSFT (Wed PM)

🗓️ REV Est: $75.38B (+15%)
🗓️ EPS Est: $3.66 (+11%)

💵 NTM P/E: 34x
💵 NTM FCF Yield: 1.93% https://t.co/lKlGZIkh4z
- Dimitry Nakhla | Babylon Capital®
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