#CanGoogleDefindItsCore
š Binance Data: $GOOGLB $326.71 +2.49% | GOOGL +2.46% | MSFT -0.09%
67,144 Views ā¢ 747 Post
Q3 FY26 Earnings - Oct 28 After Close
Revenue: $127.9B (+25% YoY) | EPS: $3.03 (+5.6%)
Ex-TAC: $111.4B | CapEx 2026: $195-205B
āļø Cloud as Growth Engine:
Q2 $24.8B +82% ā Q3 expected $29.15B +89-93%
Now key driver for margin expansion
š”ļø Can Google Defend Search vs AI Agents?
Search holding 15% YoY, Gemini 950M MAU
But AI agents shifting user behavior to conversational AI
Will Cloud growth offset Search deceleration?
#CanGoogleDefindItsCore $GOOGL #Google #EarningsSeason $MSFT
š Binance Data: $GOOGLB $326.71 +2.49% | GOOGL +2.46% | MSFT -0.09%
67,144 Views ā¢ 747 Post
Q3 FY26 Earnings - Oct 28 After Close
Revenue: $127.9B (+25% YoY) | EPS: $3.03 (+5.6%)
Ex-TAC: $111.4B | CapEx 2026: $195-205B
āļø Cloud as Growth Engine:
Q2 $24.8B +82% ā Q3 expected $29.15B +89-93%
Now key driver for margin expansion
š”ļø Can Google Defend Search vs AI Agents?
Search holding 15% YoY, Gemini 950M MAU
But AI agents shifting user behavior to conversational AI
Will Cloud growth offset Search deceleration?
#CanGoogleDefindItsCore $GOOGL #Google #EarningsSeason $MSFT
