Google grew revenue 22% YoY and operating income 30%, with growing margins. Search revenue still growing 19%, an acceleration vs YoY growth this time last year.
Cloud grew revenue 63%. Cloud income up from $2.2b Q1’25 to $6.6b Q1’26.
https://www.reddit.com/r/stocks/comments/1sza7xi/alphabet_be...
Who is the competition or why is there no competition? Surely disrupting this industry is possible?
I don't follow this stuff too closely, but Cloud growing by 63% seems astounding. It'd be interesting to know how much of that is converting AWS and Azure workloads to GCP.
Can anyone explain how search revenue is still _growing_ in the age of LLMs?