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Schulz Duggan
@Schulz_Research
AI and chip news as it happens, explained simply. Research on optics and memory from Asia and US filings. Weekly industry explainers. Econ & finance background.
가입 January 2026
84 팔로잉 중    3.2K 팬
$GOOGL Google Cloud revenue doubled. $30.7B, up 103%, with a 36.2% operating margin, up from 35.6% in Q2. Alphabet revenue $127.6B, up 25%. Operating income $40.6B, up 30%. EPS $2.12, down from $2.87, after an $8.2B other-expense loss. Capex $51.4B, below the $57–62B a quarter the full-year guide implies. Free cash flow -$9.1B.
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