| GOOGL |
Report |
Google Cloud revenue |
BEAT |
pred ~$22.85B vs. cons $22.51B |
MEDIUM |
| GOOGL |
Report |
Google Search & other revenue |
BEAT |
pred ~$64.05B vs. cons $63.32B |
MEDIUM |
| GOOGL |
Report |
Purchases of property & equipment |
BEAT |
pred ~$45.30B vs. cons $44.66B |
LOW |
| GOOGL |
Guide |
FY2026 CapEx |
UNCHANGED |
guide $180B-$190B vs. cons $187.73B; range straddles consensus |
MEDIUM |
| GOOGL |
Guide |
Cloud margin outlook (remainder FY2026) |
UNKNOWN |
reiterate low-single-digit Wiz headwind; no reliable matched consensus |
LOW |
| GOOGL |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
LOW |
| GOOGL |
Return |
5-day cumulative residual |
+3.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — Cloud confirmation should support modest upward revisions |
LOW |