via WSB:
$GOOG's call just wrapped up. Stock started the call up 3.5% and finished the call up 4.5%.
• Stock up because the results and guidance were ahead of whispers that Search was going to be a miss.
• The Long-Term: To stay bullish on Google, you either have to believe earnings…
— Gene Munster (@munster_gene) April 24, 2025
$GOOG First Take
• Results are good but not great.
• Growth is slowing, as expected.
• Stock up 3% because the revenue growth deceleration was in line with expectations.
• Guidance on the call is key to how the stock trades tomorrow.
• EPS would have been $2.16 backing…— Gene Munster (@munster_gene) April 24, 2025
Everyone on the internet saying look at $Googl beats but no one wants to read the fine print on the $8 billion Unrealized gain they had for the quarter without that they would of MISSED on this quarters estimates. https://t.co/qTgkbGtP6D
— The Coastal Journal (@1CoastalJournal) April 24, 2025
$GOOG just recorded 8bn$ OCI from its gain on the money incinerator Antropic
Usually when you start seeing these kind of things is the last resort of companies desperate to hide a massive hole in their books created by a failed operation they invested a ton of capital in
— JustDario 🏊♂️ (@DarioCpx) April 25, 2025
Bottom line on $GOOG earnings: The business is stable, but the ChatGPT overhang isn’t going away — and there’s nothing Google can say to change that in the short term. pic.twitter.com/UvSo0ksSYk
— Gene Munster (@munster_gene) April 24, 2025