[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.]  Andrew Freedman, CFA 🦅 [@HedgeyeComm](/creator/twitter/HedgeyeComm) on x 26.9K followers Created: 2025-07-23 20:53:52 UTC $GOOGL services and ads business was good but nothing spectacular... about ~100bps accel in Q2 versus Q1 when adjusting for leap year headwind in Q1. The ~32% YoY in 2Q25 is pretty impressive... and the $1.36B net new or +76% versus 2Q24. Will see what $AMZN $MSFT do but I suspect $GOOGL took share in cloud this quarter... Sounds like $1.4B one time legal charge explains the lack of operating margin expansion... $22.45B of Capex in Q2 with FCF down ~70% YoY to $5.3B... Growth in paid subscriptions biggest driver of revenue growth for Google Services.... XXXXX engagements  **Related Topics** [msft](/topic/msft) [amzn](/topic/amzn) [googl](/topic/googl) [$14b](/topic/$14b) [$msft](/topic/$msft) [$136b](/topic/$136b) [ads](/topic/ads) [$googl](/topic/$googl) [Post Link](https://x.com/HedgeyeComm/status/1948124426748264625)
[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.]
Andrew Freedman, CFA 🦅 @HedgeyeComm on x 26.9K followers
Created: 2025-07-23 20:53:52 UTC
$GOOGL services and ads business was good but nothing spectacular... about ~100bps accel in Q2 versus Q1 when adjusting for leap year headwind in Q1.
The ~32% YoY in 2Q25 is pretty impressive... and the $1.36B net new or +76% versus 2Q24. Will see what $AMZN $MSFT do but I suspect $GOOGL took share in cloud this quarter...
Sounds like $1.4B one time legal charge explains the lack of operating margin expansion...
$22.45B of Capex in Q2 with FCF down ~70% YoY to $5.3B...
Growth in paid subscriptions biggest driver of revenue growth for Google Services....
XXXXX engagements
