My #EarningsSeason Binance Pick on $GOOGL Q3 earnings I voted No
(79% of the community is also on No right now).
Will it beat?
Technically, the company will almost certainly beat the consensus EPS (~$2.94–$3.03) and revenue (~$128B). The Alphabet has beaten in the vast majority of recent quarters, and cloud is still growing extremely fast.
But “beat” in the pure number sense is not what the market is pricing right now. The real risk is that the beat comes with another big upward revision in 2026/2027 capex or continued negative free cash flow.
That’s why I’m on the No side of the prediction market.
Stock reaction
Bearish / cautious.
Even a clean beat can get sold if management talks about higher spending again or if Cloud margins get pressured by third-party capacity.
We already saw this movie in Q2 (huge headline beat → stock dropped ~7%).
Options are pricing ~6% move — I lean toward the downside or, at best, muted reaction.
Take your pick
Position
There is no current long position in $GOOGL into the print. Watching from the sidelines.
#EarningsSeason
#BinancePick
$GOOGL
Join earnings session
(79% of the community is also on No right now).
Will it beat?
Technically, the company will almost certainly beat the consensus EPS (~$2.94–$3.03) and revenue (~$128B). The Alphabet has beaten in the vast majority of recent quarters, and cloud is still growing extremely fast.
But “beat” in the pure number sense is not what the market is pricing right now. The real risk is that the beat comes with another big upward revision in 2026/2027 capex or continued negative free cash flow.
That’s why I’m on the No side of the prediction market.
Stock reaction
Bearish / cautious.
Even a clean beat can get sold if management talks about higher spending again or if Cloud margins get pressured by third-party capacity.
We already saw this movie in Q2 (huge headline beat → stock dropped ~7%).
Options are pricing ~6% move — I lean toward the downside or, at best, muted reaction.
Take your pick
Position
There is no current long position in $GOOGL into the print. Watching from the sidelines.
#EarningsSeason
#BinancePick
$GOOGL
Join earnings session