| GOOGL |
Report |
Google Cloud revenue (YoY growth) |
BEAT |
pred ~$22.8B (+~64%) vs. cons ~$21.8B (+~57%) |
MEDIUM |
| GOOGL |
Report |
Google Search & other revenue |
BEAT |
pred ~$64.8B (+~18%) vs. cons ~$63.5B (+~16%) |
MEDIUM |
| GOOGL |
Report |
Consolidated operating margin |
BEAT |
pred ~33.0% (op inc ~$39B) vs. cons ~31.7% (op inc ~$37B) |
MEDIUM |
| GOOGL |
Guide |
FY2026 capex guidance |
LOWER |
guide raised to ~$190B vs. cons ~$185B (FY2026) — higher spend, FCF headwind |
MEDIUM |
| GOOGL |
Guide |
Google Cloud backlog (RPO) |
BETTER |
pred ~$520B vs. prior ~$462B (Q2 2026, +sequential) vs. Street ~$490B |
MEDIUM |
| GOOGL |
Guide |
Gemini 3.5 Pro / frontier-model roadmap commentary |
UNKNOWN |
flagship 3.5 Pro launch slips to ~Q3 2026 vs. teased ~June 2026; mgmt likely says 'landing soon' — 0 hard number |
LOW |
| GOOGL |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| GOOGL |
Return |
5-day cumulative residual |
+3.0% (STABILIZE) |
Clean beat on Cloud (+~64%, still capacity-constrained), high-teens Search and ~33% operating margin against a beaten-down, low-expectations setup (~$347, down ~13% from May high) drive a positive day-1 pop. Out-period math is mixed: upward Cloud/Search revenue revisions are offset by a capex raise to ~$190B that cuts FCF/EPS via depreciation, and the unresolved Gemini 3.5 Pro delay caps follow-through. Net effect: the initial gain largely holds rather than compounds — hence stabilize. |
MEDIUM |