GOOGL MSFT AMD MTCH post-call takes

Jan 31, 2024

∙ Paid

Would love to hear your thoughts on any of these…

GOOGL -5%: Search a touch weaker than expected, OI income better ex-one time items, GCP beats, Capex guided “notably higher” than 2023 on the call.

GOOGL search was a touch weaker +12.7% y/y vs expects of >13%. They called out strength in retail vertical esp in APAC.
Youtube was +16% y/y, about in line with expects.
GCP with a 3-4% beat this q, after missing last q.

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