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mgh2yesterday at 8:45 PM3 repliesview on HN

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...


Replies

throwaway_20357yesterday at 8:51 PM

Can anyone explain how search revenue is still _growing_ in the age of LLMs?

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highway900yesterday at 10:40 PM

Who is the competition or why is there no competition? Surely disrupting this industry is possible?

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next_xibalbayesterday at 8:47 PM

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.

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