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…
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