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curt wagner

T3 · host / generalist

Leads Bloomberg's big tech coverage; analyzed Alphabet earnings expectations focusing on Google Cloud revenue and capex ROI.

1 call·1 name·100% bull·last heard 20 days ago·Bloomberg Tech
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no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$GOOGLAlphabet

Google Cloud revenue acceleration key test for hyperscaler AI ROI

Alphabet's earnings will test whether record AI capex translates to cloud revenue growth; Google Cloud's $460B backlog and >60% growth last quarter suggest strong demand conversion ahead.

Bloomberg Tech2026-07→

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Alphabet
MEDcurt wagner·Bloomberg Tech·20 days ago
Google Cloud revenue acceleration key test for hyperscaler AI ROI
Alphabet's earnings will test whether record AI capex translates to cloud revenue growth; Google Cloud's $460B backlog and >60% growth last quarter suggest strong demand conversion ahead.
"WE SAW A GOOD REPORT FROM GOOGLE LAST QUARTER, THE REVENUE FROM GOOGLE CLOUD WAS MORE THAN $20 BILLION FOR THE FIRST TIME, BETTER THAN EXPECTED. I THINK THE ESTIMATE NOW IS AROUND…"
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