| GOOGL |
Report |
Google Search & other revenue |
BEAT |
pred ~$66.9B vs. cons $65.6B |
MEDIUM |
| GOOGL |
Report |
Google Cloud revenue |
IN-LINE |
pred ~$24.3B vs. cons $24.1B |
MEDIUM |
| GOOGL |
Report |
Consolidated revenue |
BEAT |
pred ~$120.2B vs. cons $118.6B |
MEDIUM |
| GOOGL |
Guide |
FY2026 CapEx guidance |
UNCHANGED |
guide ~$185B vs. cons $185B (FY2026) |
HIGH |
| GOOGL |
Guide |
Google Cloud operating-margin headwind from Wiz |
UNCHANGED |
guide ~3 percentage points vs. cons 3 percentage points (FY2026 remainder) |
MEDIUM |
| GOOGL |
Guide |
2027 CapEx growth commentary |
LOWER |
guide ~$235B vs. cons $245B (FY2027) |
LOW |
| GOOGL |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| GOOGL |
Return |
5-day cumulative residual |
+5.0% (FOLLOW-THROUGH) |
A Search and consolidated-revenue beat, paired with maintained FY2026 CapEx near $185B rather than another increase, should lift FY2026-FY2027 revenue and EPS estimates. Inference: the implied 2027 CapEx framework near $235B still supports capacity expansion but is less punitive to free-cash-flow assumptions than feared, allowing post-call revisions to reinforce the initial move. |
MEDIUM |