Summary
- The market finally rewards GOOG’s well-diversified Big Tech offerings across advertising monetization (through search and YouTube), AI/ cloud computing, and robo-taxi, amongst others.
- GOOG continues to maintain its leading market share for search engine/ browser/ streaming end markets, which explains the double digits growth observed in the advertising segment.
- This is on top of its vertically integrated compute/ TPU/ AI capabilities, allowing Google Cloud to report profitable growth and growing multi-year backlog to $157.7B.
- With YouTube and Google Cloud already hitting the prior target of $100B in annualized revenues by FQ3’25 (+25.3% YoY), I believe that GOOG may very well de…
Summary
- The market finally rewards GOOG’s well-diversified Big Tech offerings across advertising monetization (through search and YouTube), AI/ cloud computing, and robo-taxi, amongst others.
- GOOG continues to maintain its leading market share for search engine/ browser/ streaming end markets, which explains the double digits growth observed in the advertising segment.
- This is on top of its vertically integrated compute/ TPU/ AI capabilities, allowing Google Cloud to report profitable growth and growing multi-year backlog to $157.7B.
- With YouTube and Google Cloud already hitting the prior target of $100B in annualized revenues by FQ3’25 (+25.3% YoY), I believe that GOOG may very well deliver robust growth ahead.
- Thanks to the positive anti trust ruling and the consequently outsized rally, I believe that GOOG may be overbought at current levels, warranting some patience for those looking to buy.
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I previously covered Alphabet Inc., aka Google (GOOG, GOOGL, GOOG:CA) in August 2025, discussing how its double-digit rally had lent credibility to my prior strong buy rating, with the AI boom boosting its
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**Analyst’s Disclosure:**I/we have a beneficial long position in the shares of GOOG, AMZN, NVDA, META either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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