After reviewing the earnings report, two key points stand out to me: 1. Google Cloud significantly exceeded expectations and continued to accelerate. 2. Capital expenditures (Capex) also accelerated, resulting in the first negative free cash flow (FCF) in a long time—Capex increased by 25% quarter-over-quarter. These two factors currently appear to be offsetting each other.
高田４２@経済株式デイトレShare
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