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The Transcript
Alphabet CEO @sundarpichai: "We continue to drive strong growth across the business."
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Alphabet CEO @sundarpichai: "We continue to drive strong growth across the business."
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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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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."
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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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The Transcript
Alphabet CEO guiding to $175–185B in FY26 capex vs $91.4B in FY25 [YoY increase of ~92–102%]
"To meet customer demand and capitalize on the growing opportunities we have ahead of us, our 2026 CapEx investments are anticipated to be in the range of $175 to $185B."
$GOOG $GOOGL https://t.co/iCPTR76C5H
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Alphabet CEO guiding to $175–185B in FY26 capex vs $91.4B in FY25 [YoY increase of ~92–102%]
"To meet customer demand and capitalize on the growing opportunities we have ahead of us, our 2026 CapEx investments are anticipated to be in the range of $175 to $185B."
$GOOG $GOOGL https://t.co/iCPTR76C5H
$META CFO issues FY26 capex guidance $115–135B vs. ~$70B in FY25 [YoY increase of ~+64% to +93%]:
"We anticipate 2026 capex.. to be in the range of $115-135B with Y/Y growth driven by increased investment to support our Meta Superintelligence Labs efforts and core business" https://t.co/2UH98w0tA5 tweet
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Alphabet CEO: "YouTube’s annual revenues surpassed $60 billion across ads and subscriptions; we now have over 325 million paid subscriptions across consumer services, led by strong adoption for Google One and YouTube Premium"
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Alphabet CEO: "YouTube’s annual revenues surpassed $60 billion across ads and subscriptions; we now have over 325 million paid subscriptions across consumer services, led by strong adoption for Google One and YouTube Premium"
Alphabet CEO @sundarpichai: "We continue to drive strong growth across the business."
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Fiscal.ai
Elf Beauty just reported a massive acceleration in revenue growth.
$ELF: +14% After Hours https://t.co/LeaJlci8f8
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Elf Beauty just reported a massive acceleration in revenue growth.
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Alphabet CEO: "And Google Cloud ended 2025 at an annual run rate of over $70 billion, representing a wide breadth of customers, driven by demand for AI products." $GOOG $GOOGL https://t.co/87qb6ju4i0
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Alphabet CEO: "And Google Cloud ended 2025 at an annual run rate of over $70 billion, representing a wide breadth of customers, driven by demand for AI products." $GOOG $GOOGL https://t.co/87qb6ju4i0
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Qualcomm CEO: "We are pleased to deliver strong quarterly results, with record total company revenues. Our momentum across personal, industrial and physical AI is growing..."
$QCOM: -9% AH https://t.co/QXxlynWpWq
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Qualcomm CEO: "We are pleased to deliver strong quarterly results, with record total company revenues. Our momentum across personal, industrial and physical AI is growing..."
$QCOM: -9% AH https://t.co/QXxlynWpWq
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