#谷歌财报能否守住基本盘
🔍 Google Earnings: Can Alphabet Hold Its Base?
📅 Alphabet reports Q3 on Wed Oct 28 after the close, hours after the Fed decision
📊 Consensus revenue about $128.2B, up roughly 25% from $102.35B a year ago (LSEG via IG)
☁️ Last quarter Google Cloud grew 82% to $24.8B with a 35.6% margin
🎯 This quarter's Cloud estimate is about $29.6B, with a wide $25.0B-$36.7B range
📈 Cloud backlog reached $514B
⚠️ Q2 capex of $44.9B topped operating cash flow, leaving free cash flow at -$5.9B, the first negative quarter since the 2004 IPO
💸 2026 capex guidance: $195B-$205B
What it means for crypto: $BTC near $80.2K has moved with tech risk appetite. Cloud growth that pays for the spending could help sentiment, while a margin or capex scare could weigh on both.
Search and ads, Cloud, or capex: what decides it for you? 👇
$BTC $ETH
#CryptoNews #Alphabet #AI
🔍 Google Earnings: Can Alphabet Hold Its Base?
📅 Alphabet reports Q3 on Wed Oct 28 after the close, hours after the Fed decision
📊 Consensus revenue about $128.2B, up roughly 25% from $102.35B a year ago (LSEG via IG)
☁️ Last quarter Google Cloud grew 82% to $24.8B with a 35.6% margin
🎯 This quarter's Cloud estimate is about $29.6B, with a wide $25.0B-$36.7B range
📈 Cloud backlog reached $514B
⚠️ Q2 capex of $44.9B topped operating cash flow, leaving free cash flow at -$5.9B, the first negative quarter since the 2004 IPO
💸 2026 capex guidance: $195B-$205B
What it means for crypto: $BTC near $80.2K has moved with tech risk appetite. Cloud growth that pays for the spending could help sentiment, while a margin or capex scare could weigh on both.
Search and ads, Cloud, or capex: what decides it for you? 👇
$BTC $ETH
#CryptoNews #Alphabet #AI
