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TMTB: GOOGL MSFT AMD MTCH First Takes
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TMTB: GOOGL MSFT AMD MTCH First Takes

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TMT Breakout
Jan 30, 2024
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TMTB: GOOGL MSFT AMD MTCH First Takes
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GOOGL -4% Ad revenues weaker than expected, while GCP beats. EBIT looks solid ex 1 time items

Search revs a tough light at 12.7% vs expects of 13%+ y/y. YT in line with street and a touch below buyside. EPS better by 5 c. EBIT 23.7 vs street at 23.82 but as expected has a lot of one-time items in there of ~$1B
GCP beat by 3-4%

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