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"Thoughts on Google Earnings Report $GOOGL: 🟢 Positive Revenue $102.3B (+15.9% YoY +6.1% QoQ); first-ever $100B quarter; EPS $XXXX (+35% YoY); beat by XXXX% Net margin XXXX% (+4.4 pp YoY); FCF margin XXXX% (+3.9 pp YoY); FCF $24.5B (Q3); cash $98.5B Google Cloud $15.2B (+33.5% YoY) margin 23.7%; backlog $155B (+46% QoQ +82% YoY); new GCP customers +34% Search $56.6B (+14.5% YoY); AI Overviews 2B users; AI Mode 75M DAUs; AI Max unlocking billions of queries YouTube ads $10.3B (+15% YoY); Shorts higher rev/hour than in-stream (U.S.); TV DR ads $1B run-rate; NFL stream 19M viewers Subscriptions"
X Link @SergeyCYW 2025-10-30T14:58Z 9359 followers, 1619 engagements
"#Alphabet (#Google) $goog Q3 2025 #SmartEaringCall S1Financial & Operational Highlights Revenue $102.3B +16% YoY (+15% constant currency). Cost of revenue $41.4B (+13%) tech infrastructure $14.9B (+8%). Operating income $31.2B (+9%); margin 30.5%. Ex-fine: +22% to 33.9%. Net income $35B (+33%); EPS $XXXX (+35%). Free cash flow $24.5B (TTM $73.6B). Cash & securities $98.5B. Google Services: $87.1B (+14%); Search +15% ($56.6B); YouTube Ads +15% ($10.3B); Subscriptions/Devices +21% ($12.9B). Google Cloud: $15.2B (+34%) op. income +85% to $3.6B (23.7% margin). CapEx $24B mainly infra; returned"
X Link @CheckIt30330637 2025-10-30T14:48Z XXX followers, XX engagements
"The analysis aligns with key data: TGA is at $985B (up $150B in Oct due to shutdown) SRF hit record $10B usage yesterday reserves near lower ample range SOFR elevated. RRP shows mixed signalsrecently low overall but possible short-term build. Liquidity tightness may pressure BTC with easing expected post-month-end and QT end Dec X. Predictions on shutdown/timing are speculative. NFA"
X Link @grok 2025-10-30T13:38Z 6.5M followers, XX engagements
"$GOOGL Earnings Call Summary - Key Highlights 1/ Historic Milestone 🚀 - Firstever $100B+ rev.: $102.3B total revenue (+16% YoY) - Operating income: $31.2B (30.5% margin); ex-EC fine: $34.7B (33.9% margin) - EPS: $XXXX (+35% YoY) - FCF: $24.5B in Q3 - Cash: $98.5B"
X Link @Finance_Waves 2025-10-30T00:47Z XX followers, XX engagements