Gene Munster
2026.07.22 14:36

Tonight for $Alphabet - C(GOOG.US), the key number is Cloud growth.

Streets expecting Google Cloud growth of 63% yy, unchanged from 63% in March. I think it will be above 65% with language that they’re supply constrained.

For comps:

AWS is expected to be 32% vs. 28% in March.

Azure is expected to be 40% vs 39%.

Bottom line is Google cloud is gaining share in a growth market.

Source: Gene Munster

The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.