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Pressure Points: Google 4Q'25 Earnings
Google's business and growth outlook is rock solid. Shares sold off on the massive CapEx guide, comments on rising depreciation impacting earnings, and unknowns around quarter-to-quarter Cloud growth.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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By Deepwater Asset Management
5
33 ratings
Google's business and growth outlook is rock solid. Shares sold off on the massive CapEx guide, comments on rising depreciation impacting earnings, and unknowns around quarter-to-quarter Cloud growth.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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