[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.]  Sergey [@SergeyCYW](/creator/twitter/SergeyCYW) on x 6351 followers Created: 2025-07-24 13:01:27 UTC Thoughts on Google Earnings Report $GOOGL: 🟢 Positive •Revenue grew +13.8% YoY to $96.4B, beating estimates by XXX% •EPS rose +22% YoY to $2.31, beating estimates by XXX% •Net income increased +19% YoY to $28.2B •Google Cloud revenue jumped +31.7% YoY to $13.6B, with XXXX% operating margin •Google subscriptions revenue surged +20.3% YoY to $11.2B •Free cash flow for trailing XX months: $66.7B •Cloud backlog reached $106B, up +38% YoY •YouTube Ads grew +13.1% YoY to $9.8B, Shorts monetization exceeded in-stream in some regions •Gemini app MAUs hit 450M, daily usage up +50% QoQ •Diluted shares down -XXX% YoY, basic shares down -XXX% YoY •Gross margin improved to 59.5%, up +1.4pp YoY 🟡 Neutral •Search revenue up +11.7% YoY to $54.2B, monetization of AI Overviews at parity with traditional •Operating margin stable at 32.4%, up +0.1pp YoY •R&D expenses rose to XXXX% of revenue, up +0.3pp YoY •YouTube CTV share held at XXXX% in U.S. (Nielsen) •Total headcount up +4.2% YoY to XXXXXXX •U.S. revenue up +11.8% YoY, EMEA +14.5%, APAC +19.2%, Other Americas +16.1% 🔴 Negative •Free cash flow margin declined to 5.5%, down -10.4pp YoY •Google Network revenue fell -XXX% YoY to $7.35B •Other Bets operating margin: -334%, revenue flat at $373M •CapEx increased to $22.4B in Q2; full-year raised to $85B, further increase expected in 2026 •Depreciation up +35% YoY to $5B, expected to accelerate •$1.4B legal charge impacted Q2 operating expenses •Compute supply constraints may persist into 2026 •FX volatility and tough H2 comps from 2024 U.S. election ad spend present risks  XXXXX engagements  **Related Topics** [googl](/topic/googl) [cash flow](/topic/cash-flow) [$112b](/topic/$112b) [$136b](/topic/$136b) [$282b](/topic/$282b) [$964b](/topic/$964b) [$googl](/topic/$googl) [stocks communication services](/topic/stocks-communication-services) [Post Link](https://x.com/SergeyCYW/status/1948367926001852805)
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Sergey @SergeyCYW on x 6351 followers
Created: 2025-07-24 13:01:27 UTC
Thoughts on Google Earnings Report $GOOGL: 🟢 Positive •Revenue grew +13.8% YoY to $96.4B, beating estimates by XXX% •EPS rose +22% YoY to $2.31, beating estimates by XXX% •Net income increased +19% YoY to $28.2B •Google Cloud revenue jumped +31.7% YoY to $13.6B, with XXXX% operating margin •Google subscriptions revenue surged +20.3% YoY to $11.2B •Free cash flow for trailing XX months: $66.7B •Cloud backlog reached $106B, up +38% YoY •YouTube Ads grew +13.1% YoY to $9.8B, Shorts monetization exceeded in-stream in some regions •Gemini app MAUs hit 450M, daily usage up +50% QoQ •Diluted shares down -XXX% YoY, basic shares down -XXX% YoY •Gross margin improved to 59.5%, up +1.4pp YoY
🟡 Neutral •Search revenue up +11.7% YoY to $54.2B, monetization of AI Overviews at parity with traditional •Operating margin stable at 32.4%, up +0.1pp YoY •R&D expenses rose to XXXX% of revenue, up +0.3pp YoY •YouTube CTV share held at XXXX% in U.S. (Nielsen) •Total headcount up +4.2% YoY to XXXXXXX •U.S. revenue up +11.8% YoY, EMEA +14.5%, APAC +19.2%, Other Americas +16.1%
🔴 Negative •Free cash flow margin declined to 5.5%, down -10.4pp YoY •Google Network revenue fell -XXX% YoY to $7.35B •Other Bets operating margin: -334%, revenue flat at $373M •CapEx increased to $22.4B in Q2; full-year raised to $85B, further increase expected in 2026 •Depreciation up +35% YoY to $5B, expected to accelerate •$1.4B legal charge impacted Q2 operating expenses •Compute supply constraints may persist into 2026 •FX volatility and tough H2 comps from 2024 U.S. election ad spend present risks
XXXXX engagements
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