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![SergeyCYW Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1343459213004173312.png) Sergey [@SergeyCYW](/creator/twitter/SergeyCYW) on x 6351 followers
Created: 2025-07-24 03:20:52 UTC

$GOOGL $GOOG Q2'25 Results:
↗️$96,428M rev (+13.8% YoY, +6.9% QoQ) beat est by XXX%
↗️Gross Margin (59.5%, +1.4 PPs YoY)
↗️Operating Margin (32.4%, +0.1 PPs YoY)
↘️FCF Margin (5.5%, -XXXX PPs YoY)🟡
↗️Net Margin (29.2%, +1.4 PPs YoY)
↗️EPS $XXXX beat est by XXX%

Dilution
↗️SBC/rev 6%, +0.1 PPs QoQ
↗️Basic shares down -XXX% YoY, +0.1 PPs QoQ🟢
↘️Diluted shares down -XXX% YoY, -XXX PPs QoQ🟢

Pros
Revenue beat with XXXX% YoY growth shows strong momentum.
Cloud growth +32% YoY highlights expanding AI demand.
EPS beat by XXX% reinforces efficient profit scaling.
Operating margin held strong at XXXX% amid legal charges.
Diluted share count down XXX% YoY supports shareholder value.
YouTube ads +13.1% YoY signals creator economy resilience.

Cons
Free cash flow margin dropped sharply to 5.5%.
CapEx intensity rising—$22.4B in Q2 alone.
G&A costs surged +65% YoY.
Legal settlement costs hit margin growth ceiling.
FCF YoY decline (-10.4 PPs) pressures reinvestment agility.
$12.5B new debt raises leverage questions if FCF lags.

![](https://pbs.twimg.com/media/Gwl5ap8bkAAEtet.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948221821012344898/c:line.svg)

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[Post Link](https://x.com/SergeyCYW/status/1948221821012344898)