GOOGL MSFT SNAP ROKU First takes

GOOGL: Looks really good with better Ad revs and big beat on EBIT

Ad revs beat bogeys by 1% and street by 2.5%

YT very nice beat +21% vs buyside at 15-16%
Big story is op inc which came in at 25.5B vs street at 22.4B and expects of 23B. That’s a big beat on costs for a company that hasn’t executed well there before and post-META higher opex. Will be viewed very well by investors.

GCP also nice beat at $9.5B vs street at $9.3B

And to top it off board approved cash div and $70B buyback

Q1 Results:
Revenue $80.54B, EST $79.04B
Google advertising revenue $61.66B, EST $60.18B
YouTube ads revenue $8.09B, EST $7.73B
Google Services revenue $70.40B, EST $69.06B
Google Cloud revenue $9.57B, EST $9.37B
Other Bets revenue $495M, EST $372.4M
EPS $1.89, EST $1.53
Operating income $25.47B, EST $22.4B
Google Services operating income $27.90B, EST $24.3B
Google Cloud operating income $900M, EST $672.4M
Other Bets operating loss $1.02B, EST loss $1.12B
Operating margin 32%, EST 28.6%
Capital expenditure $12.01B, EST $10…