Latest ideas and analyses related to Google cloud

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GOOGL

+1 pts



thanks...

By i_sarut on Nov. 15, 2021, 7:11 a.m.
Tagged topics: AI , Google cloud , earnings results , YouTube , big tech

Views: 1, Votes: 1, Responses: 0, Attachments: 0
GOOGL

+43 pts



$GOOGL is demonstrating industry leadership in AI

By mooreideas on Oct. 27, 2021, 12:14 p.m.
Tagged topics: AI , Google cloud , earnings results , YouTube , big tech

Views: 79, Votes: 4, Responses: 1, Attachments: 2
GOOGL , MSFT , AMZN

+37 pts



$GOOGL - Jefferies hosted cloud expert sees no slowdown

By mooreideas on Oct. 12, 2021, 12:55 p.m.
Tagged topics: digital transformation , AWS , Azure , Google cloud , Jefferies

Views: 67, Votes: 3, Responses: 0, Attachments: 2
MSFT , AMZN , GOOGL

+34 pts



$MSFT - Barclays believes Azure's share gain momentum will reaccelerate as enterprise IT spending springs back in 2H

By mooreideas on Aug. 4, 2021, 3:23 p.m.
Tagged topics: AWS , Azure , Google cloud , market share gains , IT spending , Barclays

Views: 138, Votes: 1, Responses: 0, Attachments: 2
MSFT

+37 pts



$MSFT - Goldman believes Commercial Cloud is growing 1-2 years ahead of expectations, indicates Azure customers taking longer duration contracts

By mooreideas on July 28, 2021, 11:03 a.m.
Tagged topics: AWS , Azure , Google cloud , earnings results , secular growth , beat and raise , Goldman Sachs

Views: 166, Votes: 4, Responses: 0, Attachments: 2
AMZN , GOOGL , MSFT , SNOW

+1 pts



BUYING HERE...

By johnoneoff on April 7, 2021, 12:31 p.m.
Tagged topics: analyst checks , strong growth , bookings , AWS , Azure , Google cloud , 2021 predictions , Jefferies , strong demand , industry insider

Views: 3, Votes: 1, Responses: 0, Attachments: 0
GOOGL , MSFT

+1 pts



Really good post!...

By fixesar on April 7, 2021, 12:18 p.m.
Tagged topics: margin improvement , Azure , Google cloud , subscriber growth , mergers and acquisitions , Morgan Stanley , Netflix of Gaming , Discord , Game Pass

Views: 1, Votes: 1, Responses: 0, Attachments: 0
GOOGL , MSFT

+1 pts



Really good post!...

By fixesar on April 7, 2021, 12:18 p.m.
Tagged topics: margin improvement , Azure , Google cloud , subscriber growth , mergers and acquisitions , Morgan Stanley , Netflix of Gaming , Discord , Game Pass

Views: 1, Votes: 1, Responses: 0, Attachments: 0
GOOGL , AMZN , MSFT , SNOW

+30 pts



$GOOGL - Jefferies-hosted industry insider expects Google Cloud's partner bookings to double this year

By labjordan on April 7, 2021, 12:14 p.m.
Tagged topics: analyst checks , strong growth , bookings , AWS , Azure , Google cloud , 2021 predictions , Jefferies , strong demand , industry insider

Views: 185, Votes: 1, Responses: 1, Attachments: 2
GOOGL , MSFT

+5 pts



nice

By johnoneoff on April 1, 2021, 3:57 p.m.
Tagged topics: margin improvement , Azure , Google cloud , subscriber growth , mergers and acquisitions , Morgan Stanley , Netflix of Gaming , Discord , Game Pass

Views: 1, Votes: 1, Responses: 0, Attachments: 0
GOOGL , MSFT

+5 pts



Nice

By beat_the_street on April 1, 2021, 3:33 p.m.
Tagged topics: margin improvement , Azure , Google cloud , subscriber growth , mergers and acquisitions , Morgan Stanley , Netflix of Gaming , Discord , Game Pass

Views: 1, Votes: 1, Responses: 0, Attachments: 0
MSFT , GOOGL

+20 pts



$MSFT - Morgan Stanley says Discord would be a big step in Microsoft's plan to build 'the Netflix of Gaming', also sees migration of Discord from GCP to Azure as a huge win

By phenphen on April 1, 2021, 3:23 p.m.
Tagged topics: margin improvement , Azure , Google cloud , subscriber growth , mergers and acquisitions , Morgan Stanley , Netflix of Gaming , Discord , Game Pass

Views: 301, Votes: 5, Responses: 4, Attachments: 10
SNOW

+5 pts



Nice

By beat_the_street on March 31, 2021, 7:32 p.m.
Tagged topics: analyst checks , AWS , Azure , Google cloud , software , corporate culture , Deutsche Bank , Frank Slootman , former employees , cloud , sales quota

Views: 1, Votes: 1, Responses: 0, Attachments: 0
SNOW

+41 pts



$SNOW - Deutsche speaks to former Snowflake execs, who suggest Slootman's aggressive style brought greater discipline but also caused many sales reps to struggle

By rIsILAwr on March 31, 2021, 12:45 p.m.
Tagged topics: analyst checks , AWS , Azure , Google cloud , software , corporate culture , Deutsche Bank , Frank Slootman , former employees , cloud , sales quota

Views: 204, Votes: 4, Responses: 1, Attachments: 5
AMZN , GOOGL

+5 pts



TECH WINS

By justinlelk94 on March 22, 2021, 12:11 a.m.
Tagged topics: AWS , Google cloud , Piper Sandler , industry report

Views: 1, Votes: 1, Responses: 0, Attachments: 0
MSFT , AAPL , AMZN , GOOGL

+75 pts



Jefferies expects big tech capex to 'accelerate sharply' in 2021

By phenphen on March 3, 2021, 1:11 p.m.
Tagged topics: capex , AWS , Azure , Google cloud , data center , 2021 predictions , Jefferies

Views: 264, Votes: 2, Responses: 0, Attachments: 9
GOOGL

+69 pts



$GOOGL - analysts upbeat on easy comps in 1H21, increasing disclosures of YouTube and Cloud to support stronger valuations

By realjoe on Feb. 3, 2021, 10:43 a.m.
Tagged topics: valuations , digital advertising , Google cloud , earnings results , YouTube

Views: 145, Votes: 1, Responses: 0, Attachments: 29
AMZN , GOOGL

+53 pts



$AMZN, $GOOGL - Piper Sandler says the Cloud industry can grow 5x to $1.1tn in next 10 years, estimates AWS and GCP can reach revenues of $215bn and $85bn by 2030 (industry deep dive report)

By ethonomics on Feb. 2, 2021, 11:18 a.m.
Tagged topics: AWS , Google cloud , Piper Sandler , industry report

Views: 186, Votes: 3, Responses: 1, Attachments: 19
GOOGL

+30 pts



GREAT REPORTS MANY THX

By KHUN on Jan. 25, 2021, 9:06 p.m.
Tagged topics: valuations , Google cloud , YouTube , Morgan Stanley , Waymo , sum-of-the-parts

Views: 1, Votes: 1, Responses: 0, Attachments: 0
GOOGL

+30 pts



thanks!

By hockeyfan560 on Jan. 25, 2021, 5:14 p.m.
Tagged topics: valuations , Google cloud , YouTube , Morgan Stanley , Waymo , sum-of-the-parts

Views: 1, Votes: 1, Responses: 0, Attachments: 0