Offshore
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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
Video
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
Offshore
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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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Offshore
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App Economy Insights
$GOOG Alphabet Q4 FY25:
• Revenue +18% Y/Y to $113.8B ($2.3B beat).
• Operating margin 32% (-1pp Y/Y).
• EPS $2.82 ($0.18 beat).
☁️ Google Cloud:
• Revenue +48% Y/Y to $17.7B.
• Operating margin 30% (+13pp Y/Y).
▶️ YouTube ads +9% to $11.4B. https://t.co/sZ1VUMGzAd
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$GOOG Alphabet Q4 FY25:
• Revenue +18% Y/Y to $113.8B ($2.3B beat).
• Operating margin 32% (-1pp Y/Y).
• EPS $2.82 ($0.18 beat).
☁️ Google Cloud:
• Revenue +48% Y/Y to $17.7B.
• Operating margin 30% (+13pp Y/Y).
▶️ YouTube ads +9% to $11.4B. https://t.co/sZ1VUMGzAd
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Offshore
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The Transcript
Alphabet CEO @sundarpichai: "We continue to drive strong growth across the business."
$GOOG: -1% AH https://t.co/vspcT9ar23
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Alphabet CEO @sundarpichai: "We continue to drive strong growth across the business."
$GOOG: -1% AH https://t.co/vspcT9ar23
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Offshore
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The Transcript
Alphabet CEO @sundarpichai: "It was a tremendous quarter for Alphabet and annual revenues exceeded $400 billion for the first time." https://t.co/JSAqgTwIrm
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Alphabet CEO @sundarpichai: "It was a tremendous quarter for Alphabet and annual revenues exceeded $400 billion for the first time." https://t.co/JSAqgTwIrm
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Offshore
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The Transcript
Alphabet CEO: "Search saw more usage than ever before, with AI continuing to drive an expansionary moment."
$GOOG $GOOGL https://t.co/21zu9hrb1N
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Alphabet CEO: "Search saw more usage than ever before, with AI continuing to drive an expansionary moment."
$GOOG $GOOGL https://t.co/21zu9hrb1N
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Offshore
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Fiscal.ai
Google Cloud v. Microsoft Azure
Google is now outpacing Microsoft's cloud revenue growth.
$GOOGL $MSFT https://t.co/XZ9g5RElIb
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Google Cloud v. Microsoft Azure
Google is now outpacing Microsoft's cloud revenue growth.
$GOOGL $MSFT https://t.co/XZ9g5RElIb
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