Alphabet raises its 2026 capital expenditure guidance range to $180B to $190B, up from $175B to $185B, and expects capex to “significantly increase” in 2027
Jennifer Elias /CNBC:
Alphabet reports YouTube's Q2 ad revenue rose 13% YoY to $9.8B, vs. $9.56B est., and Google's advertising revenue reached $71.3B, up from $64.6B a year ago
and costs Reinhardt Krause / Investor's Business Daily : Google Earnings, Revenue Top Estimates. Capital Spending Guidance Hiked Amid AI Investments. Kayla Cobb / The Wrap : YouTube Ad Revenue Up 13% ...
Google Cloud Q2 revenue grew 29% YoY to $10.35B, vs. $10.2B est.; Cloud exceeded $10B in quarterly revenues and $1B in operating profit for the first time
Jennifer Elias / CNBC :
Alphabet announces its first-ever dividend, $0.20 per share on June 17, and authorizes the repurchase of up to an extra $70B of its Class A and Class C shares
already issued dividend last quarter and ai investment still bundled into overall capex, (reality labs is another expense but broken out) my guess would be next quarter they do some more separation of...
Alphabet reports its “Other Bets” lost $1.63B in Q4, up 12% YoY from $1.45B, on $226M revenue, up 25% YoY from $181M
Jennifer Elias / CNBC :
CBRE: San Francisco's office vacancy rate rose to 24.2% in Q2 2022, up 0.4% QoQ, as tech companies' flexible return-to-office demands slows the city's recovery
downtown Atlanta is mostly infrastructure for tourists/conventions and underutilized parking garages: https://www.cnbc.com/... https://twitter.com/... Jennifer Elias / @jenn_elias : Marshall Luck is a...
Google's Q4 ad revenue came in at $61.24B, up 33% YoY; YouTube's ad revenue rose to $8.63B, up 25.4% YoY
Jennifer Elias / CNBC :
Alphabet reports traffic acquisition costs of $11.50B, vs. $11.16B expected, and YouTube had a record $7.2B in Q3 ad revenue, up from $5B in Q3 2020
Jennifer Elias / CNBC :
Netflix net subscriber growth was better than expected with 2.23M in US and 4.51M overseas, but company gave weak guidance; stock down about 10% after hours
stock tanks in response Jordan Novet / VentureBeat : Netflix is now spending 5% of its content budget on original movies Wall Street Journal : Netflix Drops on Weak-Growth Forecast Matthew Lynley / Te...