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![ResearchQf Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1204134753324142594.png) QF Research [@ResearchQf](/creator/twitter/ResearchQf) on x 14.5K followers
Created: 2025-07-23 20:18:19 UTC

1) $GOOGL down but AI is pretty good.

GCP  $13.6B vs $13.1B cons and up +32 Y/Y vs +27% cons.

OP $2.8B vs $2.25B cons. OM rose to XXXX% from XXXX% last Q.

Capex $22.4B vs $18.2B cons. Raised '25 capex to $85B from $75B.

We are "shipping at an incredible pace. AI is positively impacting every part of the business." Huge M/M growths of apps, users and inference in all Google AI domains is making a real impact to its AI-related numbers.

As always earnings call is still critical.

![](https://pbs.twimg.com/media/GwkXjIPX0AAy0en.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948115480398422214/c:line.svg)

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[Post Link](https://x.com/ResearchQf/status/1948115480398422214)