[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Kaushik [@BigBullCap](/creator/twitter/BigBullCap) on x 102.5K followers Created: 2025-07-19 16:57:10 UTC $GOOGL Several positives in the quarter - BofA into ER 7/23 2Q positives could include; 1) Commentary suggesting ad spend has accel. since April, 2) Strong search results suggesting AI integration aiding monetization (lowering rev. reset risk), 3) YouTube beat on easy y/y comps, and 4) Cloud strength from added capacity & Workspace AI integration. A key metric for Search sentiment will be paid click growth. Checks suggest click volumes may have decelerated slightly, but Search monetization remains strong. Given Leap Year comp in 1Q’25, we expect stable X% y/y paid click growth in 2Q. Other areas of focus for investors will be AI Mode integration commentary, Gemini traction, capex and depreciation ramp, and OpenAI deal. Channel checks suggest stable search growth during Al transition; Our channel checks suggested Google ad spend growth was stable in 2Q, with monthly ad spending growth improving through 2Q. We think improving spend as 2Q progressed would be a positive given fears on growing Al competition. Our checks also indicate new Al search features (Al Overviews and Al Mode) are driving lower click volumes, but the revenue impact has been offset due to higher conversion rates. Additionally checks suggest two recent data enhancements - more precise targeting using search and click history, along with expanded CRM integrations, are boosting search performance. XXXXXX engagements  **Related Topics** [googl](/topic/googl) [Sentiment](/topic/sentiment) [youtube](/topic/youtube) [rev](/topic/rev) [coins ai](/topic/coins-ai) [$googl](/topic/$googl) [stocks communication services](/topic/stocks-communication-services) [Post Link](https://x.com/BigBullCap/status/1946615307482849588)
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Kaushik @BigBullCap on x 102.5K followers
Created: 2025-07-19 16:57:10 UTC
$GOOGL Several positives in the quarter - BofA into ER 7/23
2Q positives could include;
Commentary suggesting ad spend has accel. since April,
Strong search results suggesting AI integration aiding monetization (lowering rev. reset risk),
YouTube beat on easy y/y comps, and
Cloud strength from added capacity & Workspace AI integration. A key metric for Search sentiment will be paid click growth. Checks suggest click volumes may have decelerated slightly, but Search monetization remains strong. Given Leap Year comp in 1Q’25, we expect stable X% y/y paid click growth in 2Q. Other areas of focus for investors will be AI Mode integration commentary, Gemini traction, capex and depreciation ramp, and OpenAI deal.
Channel checks suggest stable search growth during Al transition;
Our channel checks suggested Google ad spend growth was stable in 2Q, with monthly ad spending growth improving through 2Q. We think improving spend as 2Q progressed would be a positive given fears on growing Al competition. Our checks also indicate new Al search features (Al Overviews and Al Mode) are driving lower click volumes, but the revenue impact has been offset due to higher conversion rates. Additionally checks suggest two recent data enhancements - more precise targeting using search and click history, along with expanded CRM integrations, are boosting search performance.
XXXXXX engagements
Related Topics googl Sentiment youtube rev coins ai $googl stocks communication services