Offshore
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Dimitry Nakhla | Babylon Capital®
Google $GOOG $GOOGL Q4 2025 Report 🗓️
✅ REV: $113.83B (+18% YoY)
✅ EPS: $2.82 (+31% YoY)
☁️ GOOGLE CLOUD +48% YoY
💰 Subsctiptions & devices +17% YoY
🎥 Youtube Ads +9% YoY https://t.co/AVAOLstoW1
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Google $GOOG $GOOGL Q4 2025 Report 🗓️
✅ REV: $113.83B (+18% YoY)
✅ EPS: $2.82 (+31% YoY)
☁️ GOOGLE CLOUD +48% YoY
💰 Subsctiptions & devices +17% YoY
🎥 Youtube Ads +9% YoY https://t.co/AVAOLstoW1
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Offshore
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Bourbon Capital
$GOOG Capex is insane from $119B to $180B in 2026
unstoppable https://t.co/msckJfQX16
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$GOOG Capex is insane from $119B to $180B in 2026
unstoppable https://t.co/msckJfQX16
$GOOG Sees 2026 Capex $175B to $185B vs Est $119.5B tweet
Offshore
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Fiscal.ai
Alphabet Q4
Search: +17%
Cloud: +48%
Subscriptions: +17%
YouTube: +9%
Network: -2%
Other Bets: -8%
$GOOG $GOOGL https://t.co/X7tKUNhUkm
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Alphabet Q4
Search: +17%
Cloud: +48%
Subscriptions: +17%
YouTube: +9%
Network: -2%
Other Bets: -8%
$GOOG $GOOGL https://t.co/X7tKUNhUkm
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God of Prompt
RT @godofprompt: Virtual assistants should be worried.
@genspark_ai just hit $155M ARR in 10 months and after trying it, I completely understand why.
This is a true all-in-one AI workspace 2.0 that genuinely replaces multiple standalone tools:
Slides • Design • Images • Data • Research
All integrated into a single, seamless interface.
Here's the game-changer:
For just $19.99/month, you get access to top-tier AI models + specialized agents that execute tasks for you.
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RT @godofprompt: Virtual assistants should be worried.
@genspark_ai just hit $155M ARR in 10 months and after trying it, I completely understand why.
This is a true all-in-one AI workspace 2.0 that genuinely replaces multiple standalone tools:
Slides • Design • Images • Data • Research
All integrated into a single, seamless interface.
Here's the game-changer:
For just $19.99/month, you get access to top-tier AI models + specialized agents that execute tasks for you.
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Bourbon Capital
Gemini App has reached 750 million monthly active users, this wild and 2026 CapEx investments are anticipated to be in the range of $175 to $185 billion
$GOOG is unstoppable
4Q 2025: https://t.co/27Q2rOFpva
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Gemini App has reached 750 million monthly active users, this wild and 2026 CapEx investments are anticipated to be in the range of $175 to $185 billion
$GOOG is unstoppable
4Q 2025: https://t.co/27Q2rOFpva
$GOOG Capex is insane from $119B to $180B in 2026
unstoppable https://t.co/msckJfQX16 tweet
Offshore
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Quartr
$GOOGL Q4 2025
"The Gemini App has grown to over 750 million monthly active users" - Sundar Pichai, CEO
Revenue +18%
*Google Search & other +17%
*YouTube Ads +9%
*Google Network -2%
*Google Cloud +48%
EBIT +16%
*marg 32% (32)
EPS +31% https://t.co/1aiXxLkgpe
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$GOOGL Q4 2025
"The Gemini App has grown to over 750 million monthly active users" - Sundar Pichai, CEO
Revenue +18%
*Google Search & other +17%
*YouTube Ads +9%
*Google Network -2%
*Google Cloud +48%
EBIT +16%
*marg 32% (32)
EPS +31% https://t.co/1aiXxLkgpe
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Offshore
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Brady Long
The barrier to starting a cartoon IP used to be thousands of hours.
@AniStudio_ai is pitching a future where that barrier is zero
Imagine producing a weekly narrative show without a team of 10. Gold for solo storytellers.
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The barrier to starting a cartoon IP used to be thousands of hours.
@AniStudio_ai is pitching a future where that barrier is zero
Imagine producing a weekly narrative show without a team of 10. Gold for solo storytellers.
We weren't planning to launch today, but @Adobe just gave up Animate. 💔
Introducing https://t.co/zxqLkGyNDh: the first AI-native Animation platform.
We're still cooking, so… Repost & comment to join the beta (FREE access).
#AdobeAnimate #AniStudio https://t.co/diPJV1p2CW tweet
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Fiscal.ai
Google Cloud just reported 48% YoY revenue growth.
That's their fastest growth rate in more than 4 years.
$GOOGL https://t.co/5eJGebDcLE
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Google Cloud just reported 48% YoY revenue growth.
That's their fastest growth rate in more than 4 years.
$GOOGL https://t.co/5eJGebDcLE
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