$GOOG (Alphabet) shares fell almost 5% as investors reacted to a mix of growth and margin concerns.
- First, ad pricing growth showed signs of slowing, especially outside Search, raising questions about near-term revenue momentum.
- Second, AI investments remain heavy, pushing operating costs higher and pressuring margins in the short run.
- Third, cloud growth, while solid, did not clearly re-accelerate, which disappointed a market expecting stronger AI-driven upside.
- Fourth, regulatory and antitrust risks continue to hang over the stock, keeping valuation multiples in check.
- Finally, after a strong run-up, the move also looks like profit-taking on any hint of softer execution.
Q4 FY25:
• Revenue +18% Y/Y to $113.8B ($2.3B beat).
• Operating margin 32% (-1pp Y/Y).
• EPS $2.82 ($0.18 beat).
Google Cloud:
• Revenue +48% Y/Y to $17.7B.
• Operating margin 30% (+13pp Y/Y).... Show More
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