#CanGoogleDefindItsCore
Alphabet Q3: The Paradox
Revenue $127.6B (+25%) but stock -9%. Why?
Core Search $63.3B (+12%) - growth slowed from 19% -> 17% -> 12%.
Google admits: AI Mode queries are 3x longer but monetize LESS.
The Good: Search query growth is fastest in 5 years. Gemini hits 1B users. Cloud $30.7B (+103%).
The Bad: $51.4B Capex, -$9.1B Free Cash Flow, EPS miss due to SpaceX loss.
Can Google defend its core? Yes, but it's sacrificing short-term cash to win long-term AI search.
My take: Core is NOT dead, it's transforming. Transition will be painful.
What do you think - Will AI kill Google Search or make it stronger?
$GOOGL #Alphabet #Google #AI #Search #EarningsSeason #BinanceSquare
Alphabet Q3: The Paradox
Revenue $127.6B (+25%) but stock -9%. Why?
Core Search $63.3B (+12%) - growth slowed from 19% -> 17% -> 12%.
Google admits: AI Mode queries are 3x longer but monetize LESS.
The Good: Search query growth is fastest in 5 years. Gemini hits 1B users. Cloud $30.7B (+103%).
The Bad: $51.4B Capex, -$9.1B Free Cash Flow, EPS miss due to SpaceX loss.
Can Google defend its core? Yes, but it's sacrificing short-term cash to win long-term AI search.
My take: Core is NOT dead, it's transforming. Transition will be painful.
What do you think - Will AI kill Google Search or make it stronger?
$GOOGL #Alphabet #Google #AI #Search #EarningsSeason #BinanceSquare
