| GOOGL |
Report |
Google Cloud Revenue (2Q26) |
BEAT |
pred ~$23.3B vs. cons $22.51B |
MEDIUM |
| GOOGL |
Report |
Google Search & Other Revenue (2Q26) |
BEAT |
pred ~$64.5B vs. cons $63.32B |
MEDIUM |
| GOOGL |
Report |
Operating Margin - Operating (2Q26) |
BEAT |
pred ~48.5% vs. cons 47.77% |
MEDIUM |
| GOOGL |
Guide |
FY2026 CapEx (FY2026) |
UNCHANGED |
guide ~$180-190B vs. cons $187.7B |
HIGH |
| GOOGL |
Guide |
2027 CapEx directional (FY2027) |
UNKNOWN |
guide 'significantly above 2026' or preliminary range |
LOW |
| GOOGL |
Guide |
Cloud demand/supply tone (Q3 2026) |
BETTER |
easing constraints, demand exceeds supply |
MEDIUM |
| GOOGL |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| GOOGL |
Return |
5-day cumulative residual |
+4.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — Cloud estimate revisions pull H2 2026 numbers higher; sell-side raises Q3/Q4 Cloud consensus |
MEDIUM |