The Tarnsrciqt
54 posts
TTM Netflix Streaming Revenues vs YouTube Ads Revenues
$NFLX $GOOG $GOOGL
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$GOOGL Alphabet CFO Anat Ashkenazi: Cloud revenue surged 82% to $24.8B, with underlying growth accelerating even excluding first-time TPU system sales.
“Cloud revenues were up 82% to $24.8 billion, driven primarily by GCP, which grew faster than cloud overall. Core GCP AI solutions and AI infrastructure were all important drivers of growth. We also began to recognize revenues from TPU system sales, which we delivered to customer data centers for the first time in Q2. Cloud revenue growth accelerated meaningfully, even after excluding the impact of TPU system sales.”
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Alphabet CFO: Cloud operating margin reached 35.6%
“But overall, if you think about the cloud margins, obviously, a really fantastic expansion of margin to 35.6% this quarter outstanding strong operational discipline across the business and leveraging growth in the top line.”
The Transcript@TheTranscript_
$GOOGL Alphabet CFO: Third-party capacity will pressure Cloud margins in Q3 as Alphabet bridges internal infrastructure shortages. “Given the supply constraint environment we're in, we are planning to expand the use of third-party capacity in Q3 as a bridging strategy. While we continue to build out internal capacity, that capacity, given the cost of that capacity, will put some pressure on operating margins for cloud."
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Alphabet CEO says they accept elevated short-term capacity costs when they secure strategically important, multi-year Cloud customer relationships.
“There are, on the margin, very, very large customers of ours on cloud whom we are trying to support through this extraordinary moment. And the incremental opportunities they are bringing to us—while a short-term cost over a few months may be very high—in the lifetime of the deal, as we bring more capacity on, is highly ROI positive, right?"
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$GOOGL Alphabet CEO: Near-term Cloud margin dilution reflects deliberate:
"So are you willing to take upfront six-month deal to be able to serve that customer in what is a multi-year opportunity where the margins and the returns are very, very attractive over that multi-year horizon?”
customer capture rather than deteriorating long-term deal economics...While a short-term cost over a few months may be very high—in the lifetime of the deal, as we bring more capacity on, is highly ROI positive.
The Transcript@TheTranscript_
Alphabet CEO says they accept elevated short-term capacity costs when they secure strategically important, multi-year Cloud customer relationships. “There are, on the margin, very, very large customers of ours on cloud whom we are trying to support through this extraordinary moment. And the incremental opportunities they are bringing to us—while a short-term cost over a few months may be very high—in the lifetime of the deal, as we bring more capacity on, is highly ROI positive, right?"
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An analyst tested the Alphabet management team on whether Waymo could eventually operate outside of Alphabet, but received no explicit separation criteria.
"I think it's all hugely valuable. We are really focused on scaling the business right now and executing to that extraordinary potential. And that's what we are focused on." - CEO
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Alphabet CEO: "As a big football fan, I was particularly excited to see Search usage hit an all-time high during the World Cup this year. This really highlights how much people turn to Google in moments that matter."
Nick Fox@thefox
Google Search broke all prior usage records and saw its highest usage in history right after Argentina scored their winning goal in yesterday’s match! 🤯 Great to see the global excitement for the World Cup... can't wait for the semis and final!
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Alphabet down 5% after hours
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The Transcript@TheTranscript_
Alphabet double beat CEO: "Q2 was an amazing quarter, with Alphabet revenues growing 24% year-over-year and Google Cloud revenues accelerating to 82% growth, driven by demand for AI infrastructure and AI solutions" $GOOG $GOOGL: -1% AH
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Want to pick up a new skill Try hand lettering It’s relaxing, creative, and you only need a pen and paper—perfect for busy days!
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ECO Book Club: Let's Dive Into The Lorax this Wed 7PM at Campus Quad! Bring your thought-provoking takes on environmental stories—free lemonade u0026 stickers await!
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Locked in a spooky 80s-style arcade room! Only 60 mins to crack the neon clues, decode the Pac-Man puzzle and escape before the next round starts. Who’s coming with me ，
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Missing your laugh from miles away—same moon, different time zones, but my heart’s right where you are. #LongDistanceLove，
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Just wrapped up an awesome career workshop on digital storytelling! Learned so many practical tips to make content more engaging. Grateful for the insightful speaker and fun networking with fellow attendees. ，
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Just aced my first C++ function quiz! Now moving on to recursion basics — small steps, big progress. #LearningJourney #CodeLife，
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Upcycled old denim into a handy phone pouch Saved from landfill, now my phone’s safe u0026 stylish!
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Just finished a cozy hand-knit scarf with soft wool yarn Perfect for autumn walks and adding warm vibes to any outfit—love how handmade pieces bring unique charm!
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New semester, new goals, fresh starts—time to hit the books, chase dreams, and grow every day. Let’s make this one unforgettable!
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Tonight’s indie band show downtown is chef’s kiss—catch their raw vocals and killer guitar riffs at 8 PM! Tickets selling fast, don’t miss out!，
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