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Alphabet misses on earnings expectations, as ad revenue falls
Alphabet misses on earnings as YouTube shrinks; company will cut headcount growth by half in Q4
Google missed earnings. Youtube revenue is short by $400 millions, stock is down by -4.86%
Google sales falls from youtube lower revenue, stock down
Alphabet (GOOGL) and Microsoft (MSFT) both reported weaker than expected earnings for Q2. Jim Cramer says ""I think Google and Microsoft will be good tomorrow"
Alphabet (GOOGL) and Microsoft (MSFT) both reported weaker than expected earnings for Q2. Jim Cramer says ""I think Google and Microsoft will be good tomorrow"
Just be be clear — GOOG numbers were dog shit despite having toilet level earnings expectations
Google Miss expectation, puts are gonna 🚀🚀🚀
Alphabet (Earnings per share: $1.21 vs $1.28 expected) (Revenue: $69.69 billion vs $69.9 billion expected)
Alphabet (Earnings per share: $1.21 vs $1.28 expected) (Revenue: $69.69 billion vs $69.9 billion expected)
$TINV Grindr to Become a Public Company, Advancing Mission to Connect LGBTQ+ People With One Another and The World
Google and Microsoft Full Results VS Estimates (Updated with YouTube Ads, Google Cloud and Traffic Aquisition data)
Amid a storm in tech sector, Google is staying relatively dry and happy
I just invested $1k long term across $F, $FB, $GM, and $TAC. Any comments?
Perion network beats earnings estimates, 34% YoY revenue growth in 4th quarter.
Alphabet reports big beat on earnings and revenue
TBLA - The next big play??
Alphabet Earnings: Google advertising revenue rises 69% from last year
Here is a Market Recap for today Tuesday, July 27, 2021
Here is a Market Recap for today Tuesday, July 27, 2021
Google advertising revenue rises 69% from last year
Google beats EPS, revenue estimates as the company releases Q2 earnings
Criteo Earnings Update - Progressing in the right direction
Alphabet reports big earnings beat as revenue grows 34%
Mentions
First of all, congrats, awesome wins! To get 75%, you've taken on a lot of risk - so far you've managed it well enough...but never a bad idea to review risk management - position sizing, concentration risk, trading some non-correlated assets, etc. When I get assigned, I like to sell covered strangles, rather than straight covered calls. Double the premiums, because I'm selling a call and a put at the same time. Only do this if my thesis on the stock is intact, I'm not too concentrated in the stock already, and the position size is manageable. If the stock keeps falling, I get assigned, and I've lowered my cost basis (as you mentioned), but I also collect the premiums on the short call. The short call and short put offset each other and gives you lots of options to manage or defend either leg. Check out tastytrade youtubes on defending strangles. Favorite wheelers: TSLL (tesla leveraged) ETHA (ethereum etf) SOLT (leveraged solana) PAAS (Pan American Silver) GDX (gold miners) SOXL (semiconductors, leveraged) NVDL (nvidia levereaged) DRIP (inverse oil services...not currently playing) TAC (canadian energy play - monthly only)
It's not even about that. They decided last year in the Loper Bright case that the executive branch can't do anything that isn't spelled out in the relevant statute (Major Questions doctrine). If they decide TAC0 can create the authority to enact tariffs under the IEEPA, it's in direct contravention of that decision and they'll be giving up their last shred of legitimacy.
$GOOGL earnings out *ALPHABET 3Q EPS $2.87, EST. $2.26 *ALPHABET 3Q GOOGLE CLOUD REV. $15.16B, EST. $14.75B *ALPHABET 3Q REV. $102.35B, EST. $99.85B *ALPHABET 3Q REV. EX-TAC $87.47B, EST. $85.11B Holy shit What a fuckin beat. Let's goo.
$MSFT | Microsoft Q1 Earnings Highlights 🔹 Revenue: $77.7B (Est. $75.33B) 🟢; UP +18% YoY 🔹 EPS (GAAP): $3.72 (Est. $3.67) 🟢; UP +13% YoY 🔹 Operating Income: $38.0B; UP +24% YoY Segment: 🔹 More Personal Computing Revenue: $13.8B (Est. $12.8B) 🟢; UP +4% YoY 🔹 Microsoft Cloud Revenue: $49.1B; UP +26% YoY 🔹 Intelligent Cloud Revenue: $30.9B; UP +28% YoY 🔹 Azure & Other Cloud Services: UP +40% YoY 🔹 Productivity & Business Processes Revenue: $33.0B; UP +17% YoY 🔹 Microsoft 365 Commercial Cloud: UP +17% YoY 🔹 Microsoft 365 Consumer Cloud: UP +26% YoY 🔹 LinkedIn Revenue: UP +10% YoY 🔹 Dynamics 365 Revenue: UP +18% YoY 🔹 Windows OEM & Devices: UP +6% YoY 🔹 Xbox Content & Services: UP +1% YoY 🔹 Search & News Ads ex-TAC: UP +16% YoY Other Metrics 🔹 Commercial RPO: $392B; UP +51% YoY 🔹 Shareholder Returns: $10.7B via dividends & buybacks in the quarter CEO / CFO Commentary 🔸 “Our planet-scale cloud and AI factory, together with Copilots across high-value domains, is driving broad diffusion and real-world impact.” – CEO Satya Nadella 🔸 “Strong start to the fiscal year… Microsoft Cloud strength reflects growing customer demand for our differentiated platform.” – CFO Amy Hood Notes 🔹 Non-GAAP results exclude impacts from investments in OpenAI (as disclosed). 🔹 Constant currency growth: Revenue +17% YoY; Operating Income +22% YoY; GAAP EPS +11% YoY.
Alphabet Q3 2025 Earnings $GOOGL EPS $2.87, est. $2.26 Revenue $102.35B, est. $99.85B Revenue ex-TAC $87.47B, est. $85.11B Google Services revenue $87.05B, est. $84.67B Google Search & Other revenue $56.57B, est. $54.99B YouTube Ads revenue $10.26B, est. $10.03B Google Ads revenue $74.18B, est. $72.46B Google Cloud revenue $15.16B, est. $14.75B Operating income $31.23B, est. $32.11B CapEx $23.95B, est. $22.38B
$GOOGL | Alphabet Q3’25 Earnings Highlights 🔹 EPS: $2.87 (Est. $2.26) 🟢; UP +35% YoY 🔹 Revenue ex-TAC: $87.47B (Est. $85.11B) 🟢; UP +17% YoY 🔹 Revenue: $102.35B (Est. $99.85B) 🟢; UP +16% YoY Segment Highlights 🔹 Google Services Revenue: $87.05B (Est. $84.67B) 🟢; UP +14% YoY 🔹 Google Advertising Revenue: $74.18B (Est. $72.46B) 🟢; UP +13% YoY 🔹 Google Search & Other Revenue: $56.57B (Est. $54.99B) 🟢; UP +15% YoY 🔹 YouTube Ads Revenue: $10.26B (Est. $10.03B) 🟢; UP +15% YoY 🔹 Google Network Revenue: $7.35B (Est. $7.39B) 🟡; DOWN -2.6% YoY 🔹 Google Subscriptions, Platforms & Devices Revenue: $12.87B (Est. $12.35B) 🟢; UP +21% YoY 🔹 Google Cloud Revenue: $15.16B (Est. $14.75B) 🟢; UP +34% YoY 🔹 Other Bets Revenue: $344M (Est. $429M) 🔴; DOWN -11% YoY Operating Results 🔹 Total TAC: $14.88B (Est. $14.84B) 🟡; UP +8% YoY 🔹 Operating Income: $31.23B (Est. $32.11B) 🟡; UP +9.5% YoY 🔹 Operating Margin: 31% (Est. 32.2%) 🟡; DOWN -100bps YoY 🔹 Google Services Operating Income: $33.53B (Est. $33.59B) 🟡; UP +8.7% YoY 🔹 Google Cloud Operating Income: $3.59B (Est. $3.01B) 🟢; UP +85% YoY 🔹 Other Bets Operating Loss: -$1.43B (Est. -$1.21B) 🔴 🔹 Alphabet-Level Operating Loss: -$4.47B (Est. -$3.53B) 🔴 Other Metrics 🔹 Capital Expenditures: $23.95B (Est. $22.38B) 🟢; UP +83% YoY 🔹 Employees: 190,167 (Est. 189,112) 🟡; UP +4.9% YoY 🔹 EC Fine: $3.5B charge impacting Services segment; adjusted operating margin would be 33.9% ex-fine 🔹 Other Income: $12.8B, driven by gains on non-marketable equity securities Guidance 🔹 FY25 CapEx: $91B–$93B (Prior: ~$85B) 🟢 CEO Commentary – Sundar Pichai 🔸 “Alphabet had a terrific quarter, with double-digit growth across every major part of our business. We delivered our first-ever $100B quarter.” 🔸 “Our full-stack AI approach is delivering strong momentum — Gemini now processes 7B tokens per minute, and the Gemini App has over 650M MAUs.” 🔸 “Google Cloud accelerated, ending the quarter with $155B in backlog.” 🔸 “We continue to invest to meet customer demand and capture growing opportunities across the company.” Dividend 🔹 Quarterly dividend declared: $0.21/share, payable Dec 15, 2025
Damn given BTC correlation to risk-off, would this actually mean TAC-O trade’s over?
I mean there’s a chance it may just be MOPEX rebalancing but we only got last Friday’s swing low to hold and we broke that daily channel. 😕 Like we really need a rally tomorrow morning for the TAC-O trade
With rare earths, you had a bubble about a dozen years ago and you will probably have some degree of one again, but when the world starts to become more "everyone for themselves" and a scramble starts to secure supplies of critical minerals, that can go a while. Sprott Critical Minerals etf (SETM) is up 114% in the last 6 mo. For me, I'm not seeing much in terms of speculative stuff that hasn't already run significantly. I bought TAC not that long ago - Canadian energy assets company with mediocre management but reasonably compelling assets. Given crazy demand for energy thought perhaps it might be bought by someone else. That hasn't happened but it's up 30% in a month. Have trimmed a fair amount lately, would look at speculative names if there was a more signficant pullback but otherwise looking at quality/slower growth down a lot.
TAC is a great move. It’ll shoot up here soon. Heard it here first
Losses recompensed by TAC0 Tuesday
Totally haha dw xD So about April 2025, it was when the S&P capitulated to its 2022 high all the way from 2024 ATH, declining about 10% in a week because of Tru..m tariff threats and marking one of the nastiest self-offs in the history of the index and the VIX spiking to 2008 levels. From April 7 bottom we recovered to today in a nearly perfect uptrend as pretty much the whole market just started fading all his tariff threats as an opportunity to buy the dip. They called it TAC O (again I write it like that so my comment doesn’t get deleted 😅) for Tr…m Always Chickens Out. Everyone speculates he and his insider friends were just buying assets he knew he’d pump beforehand, so essentially they were just playing with the market and making millions or in the case of Tr…m billions when he “effectively bought” Intel. Then NVDA happened to acquire stake in Intel and coincidentally Orangeman made himself some nice buck when Intel’s price rose over 25% in a day. I speculate the same thing’s happening with this China bs again. He’s just playing with volatility’s to make him and his friends some nice buck. Cheers 😅🫡
He’ll probably Apple the TAC O trade (have to write like this otherwise my comment gets deleted) himself xD He’ll probably buy NVDA shares, then approve for China to use their low tier processors
Hahahah dumb money YouTube channel pumped TAC AH
TAC (TransAlta Corp) imo looks like a solid play. Just picked up some calls (3/20/26) on TAC bc exposure to AI and data center boom without taking on the excessive risk that comes with fat ass plays like IREN. Canada is always behind the times, but thats good in this case, that leaves TransAlta space to expand as AI infrastructure pushes north and requires dependable clean energy. lmk
TAC is up 18% in the last month but still rather undervalued/underfollowed power assets that might be of better use in the hands of a better/bigger operator. NFG in the US is an energy/utility combo name that is still somewhat undervalued given energy infrastructure in data center heavy areas. Not exciting, but talking about anything AI-related that's even somewhat undervalued is going to be a small and probably rather unexciting list. This theme has been running for nearly two years now and in this market environment, any hot theme gets piled into far faster and eventually turns into a FOMO-driven pile-on. I'm not saying that the AI theme won't continue to do well and have headlines like with AMD this morning, but I don't agree with discussions that view the investment case as if it's earlier innings still. Anything still even mildly undervalued at this point that is AI or AI-adjacent is either some sort of eccentric thing ("Canadian power assets company that's a so-so operator but whose assets might be appealing to a larger company") or if something is AI-related and hasn't soared at this point you have to ask what's wrong with it.
Why don’t you compare other countries and their economy to the USA? And talk about some affecting the cost of anything want to check with the history of TACÓ
It's a TAC0 in disguise. It won't go into effect for 7 days.
I asked Perpexity AI - AgEagle Aerial Systems' chances of getting a Pentagon order. It says"prospects for receiving a Pentagon order are notably strong, thanks to strategic advancements. It already secured 17 purchase orders for its eBee TAC drones from various U.S. defense and security customers. The initial orders are frequently a pathway toward larger-scale Pentagon programs, as the DoD and related agencies often start with small operational deployments before full adoption and fleet procurement. The Pentagon is accelerating procurement of NDAA-compliant, low-cost, expendable drones for tactical operations, eBee TAC and the recently Blue UAS-cleared eBee VISION—directly aligns with these policy objectives. **Current Outlook** * The Blue UAS certification, active defense adoption, and compatibility with recent Pentagon directives give AgEagle a real and growing foothold in the procurement pipeline. * If their platforms perform well during ongoing operational evaluations, AgEagle is positioned for potential expansion into larger, multi-unit Pentagon contracts, especially as the DoD steps up investment in tactical UAS fleets. * AgEagle Aerial Systems now meets all key regulatory, technical, and procurement criteria for DoD drone acquisition and has begun converting this positioning into initial contracts. While timing and contract scale will depend on successful field use and continued demand, the company is well-placed for further Pentagon orders soon.
Mods are banning certain keywords from the comments. TAC0!
#JP Morgan on GOOGL Anti trust case remedy — The best-case scenario is that the judge only demands minor adjustments to Google’s practices, and TAC payments remain largely intact. JPMorgan said in the note that the middle-ground scenario looked to be the most likely outcome of the case. They see a more moderate remedy as the most plausible path forward, which could include changes such as increased user choice screens (where users pick a search engine rather than defaulting to Google) or partial restrictions on Google’s default status across Apple devices.
$MSFT | Microsoft Q4 Earnings Highlights 🔹 Revenue: $76.44B (Est. $73.89B) 🟢; UP +18% YoY 🔹 EPS: $3.65 (Est. $3.37) 🟢; UP +24% YoY 🔹 Intelligent Cloud Revenue: $29.88B (Est. $29.1B) 🟢; UP +26% YoY 🔹 Azure & Other Cloud Services: +39% YoY (Est. +34.2%) 🟢 Productivity & Business Processes 🔹 Revenue: $33.11B; UP +16% YoY 🔹 Microsoft 365 Commercial: +16% YoY 🔹 Microsoft 365 Consumer: +21% YoY 🔹 Dynamics: +18% YoY 🔹 LinkedIn: +9% YoY More Personal Computing 🔹 Revenue: $13.45B; UP +9% YoY 🔹 Windows OEM & Devices: +3% YoY 🔹 Xbox Content & Services: +13% YoY 🔹 Search & News Ads (ex-TAC): +21% YoY Microsoft Cloud 🔹 Total Microsoft Cloud Revenue: $46.7B; UP +27% YoY Capital Return 🔹 Returned $9.4B to shareholders via dividends & buybacks CEO Commentary – Satya Nadella 🔸 “Cloud and AI is the driving force of business transformation across every industry and sector.” 🔸 “Azure surpassed $75B in annual revenue, up 34%, driven by growth across all workloads.” CFO Commentary – Amy Hood 🔸 “We closed out the fiscal year with a strong quarter, highlighted by Microsoft Cloud revenue reaching $46.7 billion, up 27% YoY.”
TAC is up higher than LSEG expected which could be why dump
$GOOGL | Alphabet Q2'25 Earnings Highlights 🔹 EPS: $2.31 (Est. $2.18) 🟢; UP +22% YoY 🔹 Revenue: $96.43B (Est. $93.97B) 🟢; UP +14% YoY 🔹 ex-TAC: $81.72B (Est. $79.6B) 🟢; UP +15% YoY 🔹 OI $31.27B (Est. $31.07B) 🟢; UP +14% YoY 🔹 FY25 Capex: ~$85B (Prior: $75B; Est. $73.31B) 🟢 🔹 Operating Margin: 32% (Est. 33%) 🔴 🔹 Net Income: $28.2B; UP +19% YoY Google Services: 🔹 Revenue: $82.54B (Est. $80.44B) 🟢; UP +12% YoY 🔹 Operating Income: $33.06B (Est. $32.89B) 🟢; UP +11% YoY Google Advertising: 🔹 Total Ad Revenue: $71.34B (Est. $69.71B) 🟢; UP +10% YoY 🔹 Search & Other: $54.19B (Est. $52.86B) 🟢; UP +12% YoY 🔹 YouTube Ads: $9.80B (Est. $9.56B) 🟢; UP +13% YoY 🔹 Google Network: $7.35B (Est. $7.25B) 🟢; DOWN -1.2% YoY Google Cloud: 🔹 Revenue: $13.62B (Est. $13.14B) 🟢; UP +32% YoY 🔹 Operating Income: $2.83B (Est. $2.25B) 🟢; vs. $1.17B YoY Subscriptions, Platforms & Devices: 🔹 Revenue: $11.20B (Est. $10.79B) 🟢; UP +20% YoY Other Bets: 🔹 Revenue: $373M (Est. $429.1M) 🔴; UP +2.2% YoY 🔹 Operating Loss: -$1.25B (Est. -$1.16B) 🔴; UP +9.9% YoY Alphabet-Level Activities: 🔹 Operating Loss: -$3.37B (Est. -$3.00B) 🔴; UP +47% YoY Other Metrics: 🔹 Total TAC: $14.71B (Est. $14.24B) 🔴; UP +9.8% YoY 🔹 Capex: $22.45B (Est. $18.24B) 🔴; UP +70% YoY 🔹 Employees: 187,103 (Est. 187,372); UP +4.2% YoY CEO Sundar Pichai Commentary: 🔸 “We had a standout quarter, with robust growth across the company.” 🔸 “AI is positively impacting every part of the business, driving strong momentum.” 🔸 “Search delivered double-digit revenue growth, and new features like AI Overviews and AI Mode are performing well.” 🔸 “Cloud had strong growth in revenues, backlog, and profitability.” 🔸 “Its annual revenue run-rate is now more than $50 billion.” 🔸 “We are increasing our investment in capital expenditures in 2025 to approximately $85 billion.”
GOOGL (Bloomberg) -- Alphabet reported earnings per share for the second quarter that beat the average analyst estimate. SECOND QUARTER RESULTS EPS $2.31 vs. $1.89 y/y, estimate $2.18 (Bloomberg Consensus) Revenue ex-TAC $81.72 billion, +15% y/y, estimate $79.6 billion Revenue $96.43 billion, +14% y/y, estimate $93.97 billionGoogle Services revenue $82.54 billion, +12% y/y, estimate $80.44 billion Google advertising revenue $71.34 billion, +10% y/y, estimate $69.71 billion Google Search & Other Revenue $54.19 billion, +12% y/y, estimate $52.86 billion YouTube ads revenue $9.80 billion, +13% y/y, estimate $9.56 billion Google Network Revenue $7.35 billion, -1.2% y/y, estimate $7.25 billion Google Subscriptions, Platforms and Devices Revenue $11.20 billion, +20% y/y, estimate $10.79 billion Google Cloud revenue $13.62 billion, +32% y/y, estimate $13.14 billion Other Bets revenue $373 million, +2.2% y/y, estimate $429.1 million Total TAC $14.71 billion, +9.8% y/y, estimate $14.24 billion Operating income $31.27 billion, +14% y/y, estimate $31.07 billion Google Services operating income $33.06 billion, +11% y/y, estimate $32.89 billion Google Cloud operating income $2.83 billion vs. $1.17 billion y/y, estimate $2.25 billion Other Bets operating loss $1.25 billion, +9.9% y/y, estimate loss $1.16 billion Alphabet-level activities operating loss $3.37 billion, +47% y/y, estimate loss $3 billion Operating margin 32% vs. 32% y/y, estimate 33% Capital expenditure $22.45 billion, +70% y/y, estimate $18.24 billion Number of employees 187,103, +4.2% y/y, estimate 187,372
They missed on cloud lmao, OP isn't even mentioning it. I guess they missed on Youtube too, forgot about that one tbh. Wall Street is also watching several other numbers in the report: YouTube advertising revenue: $8.93 billion vs. $8.97 billion, according to StreetAccount Google Cloud revenue: $12.26 billion vs. $12.27 billion, according to StreetAccount Traffic acquisition costs (TAC): $13.75 billion vs. $13.66 billion, according to StreetAccount
Here are the numbers, they barely missed the streets estimates. Wall Street is also watching several other numbers in the report: * **YouTube advertising revenue**: $8.93 billion vs. $8.97 billion, according to StreetAccount * **Google Cloud revenue:** $12.26 billion vs. $12.27 billion, according to StreetAccount * **Traffic acquisition costs (TAC)**: $13.75 billion vs. $13.66 billion, according to StreetAccount
You are crazy if you think TAC-O continues, this is deadline is the one where it comes undone. 🪦 TAC-O
Calls on Boeing for Friday. Gonna be a +5% day or more. The preliminary report on the 787 Dreamliner crash comes out on Friday and TAC's information basically clears Boeing/GE and states the investigation points towards the pilot pulling both fuel shut-off levers for some stupidfuck reason. Boeing already got a 3.69% bump today on just the TAC/Reuters article.
That is ridiculous. TAC0 all the time. Trump and his followers reminds me of the saying. Who is the more foolish, the fool or the fool who follows him.
I tried and it got deleted. TAC0
what's going on at TAC-O-LAGO this weekend 
The TAC is freaking delusional…again.
yeah idk, (this is 100% conjecture but) apple might still be incentivized to work with google going forward (in a way that works with the result of the antitrust case) since their current partnership brings in 20+ billion in annual TAC revenue
I would be careful investing in GOOG today. 160 seems like a hump in generally linear upward trajectory. I believe these are not temporary and stock to cycle back to 160 and further down $155 price point or in case ongoing case regarding Search, Ads ends with severe structural changes in the company even at $140–125 range. What are key events; Apple WWDC announcements (Apple announces OpenAI or Preplexity as default search engine) DOJ remedy ruling Or a revenue reset from reduced TAC payments (connected to Apple deal) Best situation I see $170 and worst $125.
Personally it was a really good buy <$400 and is fair right now. All of their products are growing mid single but mostly double digit growth. Cash flow, balance sheet, and margins remain steady and growing for the most part for the past few years. NVDA is in a interesting position. They are dominating AI chips and intend to create and lead new / emerging markets (robotics, ai factories, automotive). Similarly to msft, cash flow balancd sheet and margins are great. Their margins are likely to stabilize and possibly lower depending on competition and government regulation. You have to look at NVDA qoq. Even a year out is really murky. Jensen did announce that they will be foing forward with an annual cadence for AI chips which helps them stay ahead. Google is personally really undervalued right now. Their stock price recently took a dive due to Cue's testimony in the google trial. However, google has not been standing still waiting on their hands. Gemini is in use, has a growing user base, and has plans to be monetized / ingrained in the google search engine experience (e.g. youtube video ai summaries, google play store, ai overviews which is mostly talked about atm). With the possibility of a divesture of chrome, google is looking to finalize its deal with wiz to beef up google cloud's security and to be able to communicate with other clouds on the user side (e.g. send and recieve data from azure onto cloud). The 22B they pay to apple hurts apple more then google. It is true that the deal brings more engagement for google but it will bring the TAC for search down. We will have to see the exact figures if chrome is actually divested away though. I dont really know much about the rest of the stocks mentioned to speak about it.
Use Marinetracker and sort on just cargo vessels. Zoom in and you can see where the vessels are. You can see the port on Long Beach, SEA/TAC, etc. It's real data, live. As of Friday, there was 1 cargo ship at SEA/TAC. Say hello to empty shelves very soon!!
MSFT Microsoft Corporation reported earnings Q3 FY2025 results ended on Mar 31, 2025 - Revenue: $70.07B, +13% YoY - Net Income: $25.82B, +18% YoY - Microsoft Cloud Revenue: $42.4B, +20% YoY CEO Satya Nadella: "Cloud and AI are the essential inputs for every business to expand output, reduce costs, and accelerate growth." 🌱Revenue & Growth - Total Revenue: $70.07B, +13% YoY - Microsoft Cloud: $42.4B, +20% YoY - Productivity & Business Processes: $29.94B, +10% YoY - Microsoft 365 Commercial: +11% YoY - Microsoft 365 Consumer: +10% YoY - LinkedIn: +7% YoY - Dynamics 365: +16% YoY - Intelligent Cloud: $26.75B, +21% YoY - Azure & Other Cloud Services: +33% YoY - More Personal Computing: $13.37B, +6% YoY - Xbox Content & Services: +8% YoY - Windows OEM & Devices: +3% YoY - Search & News Ads (ex-TAC): +21% YoY 💰Profits & Health - Operating Income: $32.00B, +16% YoY - Net Income: $25.82B, +18% YoY - Diluted EPS: $3.46, +18% YoY - Gross Margin: $48.15B vs $43.35B in Q3 FY2024 - Free Cash Flow (Quarter): $37.04B vs $31.92B YoY - Cash & Short-Term Investments: $79.62B 📌Business Highlights - Returned $9.7B to shareholders (dividends + buybacks) - Added significant AI and cloud capabilities across stack - Major releases across Microsoft 365, Azure, and Dynamics - Invested in capacity expansion and product enhancements 🔮Future Outlook - Continued strong momentum in AI and cloud expected - Strategic investments in R&D and infrastructure ongoing
Alphabet Q1'25 Earnings Highlights: 🔹 EPS: $2.81 (Est. $2.01) 🟢; UP +49% YoY 🔹 Total Revenue: $90.23B (Est. $89.1B) 🟢; UP +12% YoY 🔹 Revenue ex-TAC: $76.49B (Est. $75.4B) 🟢; UP +13% YoY 🔹 Total TAC: $13.75B (Est. $13.66B) 🔴; UP +6.2% YoY 🔸 Announced a new $70B share repurchase authorization Segment Performance: Google Services: 🔹 Revenue: $77.26B (Est. $76.31B) 🟢; UP +9.8% YoY 🔹 Operating Income: $32.68B (Est. $30.42B) 🟢; UP +17% YoY Google Advertising: 🔹 Total Revenue: $66.89B (Est. $66.39B) 🟢; UP +8.5% YoY 🔹 Google Search & Other: $50.70B (Est. $50.3B) 🟢 🔹 YouTube Ads: $8.93B (Est. $8.94B) 🟡; UP +10% YoY 🔹 Google Network: $7.26B (Est. $7.13B) 🟢 Subscriptions, Platforms & Devices: 🔹 Revenue: $10.38B (Est. $9.91B) 🟢; DOWN -11% QoQ Google Cloud: 🔹 Revenue: $12.26B (Est. $12.32B) 🔴; UP +28% YoY 🔹 Operating Income: $2.18B (Est. $1.94B) 🟢; UP from $900M YoY Other Bets: 🔹 Revenue: $450M (Est. $473.9M) 🔴; DOWN -9.1% YoY 🔹 Operating Loss: -$1.23B (Est. -$1.12B) 🔴; Loss widened by 20% YoY Other Metrics: 🔹 Operating Income: $30.61B (Est. $28.86B) 🟢; UP +20% YoY 🔹 Operating Margin: 34% (Est. 32.3%) 🟢; UP from 32% YoY 🔹 Employees: 185,719 (Est. 183,718) 🟢; UP +2.7% YoY Capital Returns & Shareholder Actions: 🔸 Declared a 5% increase in quarterly dividend to $0.21/share 🔸 Announced a new $70B share repurchase authorization
Alphabet Q1 2025 Earnings $GOOGL * EPS $2.81, est. $2.01 * Revenue $90.23b, est. $89.18 * Google ad revenue $66.89b, est. $66.39b * Operating income $30.61b, est. $28.86b * Revenue Ex-TAC $76.49b, est. $75.4b * Approves additional buyback of $70b shares * Announced a 5% boost to dividend
My greens: GOOG, STLA, FUR, TXN, TAC, UMC, TRX, VALE Everything else go fuk
TIC TAC 
Ticker name TAC? OR TACO ODR TAKO OR TKBELL?
Trump on X: FORGET TIK TAC, WE MUST BAN DEEPSUNK. CHINESE AI DEEPSKUNK IN VERY WEAK AND BAD. I WILL TARIFF DEEPSUCK 500% UNLESS ITS SOLD TO A BIG BEAUTIFUL AMERICAN COMPANY. HES A HELLUVA GUY
Want to know some crazy math, chrome has 3.2 billion users. At 20b thats a traffic acquisition cost(TAC) of only like $6 a user. In the industry thats a fraction of what you pay in TAC for a user through advertising. For example, facebook pays \~$20 in TAC per user. theres plenty of people that could buy chrome. Hell its probably worth 20b to take out back and shoot to microsoft. more importantly, openAI, microsoft, or even xAI could buy it for 20b default themselves and have planet scale deliver instantly at a far lower TAC than they would through organic growth. All could raise 20b in an afternoon.
You're intimate with the drill by now : 83 calendar days left until December 2nd ALJ hearing 57 calendar days left until November 5th elections results Short sellers are living on burrowed time When I say TIC, you say TAC : TIC!
You're intimate with the drill by now : 87 calendar days left until December 2nd ALJ hearing 61 calendar days left until November 5th elections results Short sellers are living on burrowed time When I say TIC, you say TAC : TIC!
You're intimate with the drill by now : 89 calendar days left until December 2nd ALJ hearing 63 calendar days left until November 5th elections results Short sellers are living on burrowed time When I say TIC, you say TAC : TIC!
They are trying to delay the inevitable but eventually they will run out of time TIC TAC
somebody tell Schwab TAC to reboot their system and get their shit together!
https://capedge.com/transcript/789019/2024Q4/MSFT ### Full Year FY '25 Guidance: 1. **FX Impact**: No meaningful impact to full-year revenue, COGS, or operating expense growth. 2. **Revenue and Operating Income**: Expect double-digit growth as they focus on delivering differentiated value for customers. 3. **Capital Expenditures**: Expected to be higher than FY '24 to meet growing demand for AI and Cloud products. 4. **Operating Expense Growth**: Expected to be in the single digits. 5. **Operating Margins**: Expected to be down only about 1 point year-over-year. 6. **Effective Tax Rate**: Expected to be around 19%. ### Q1 FY '25 Guidance: 1. **FX Impact**: - Decrease total revenue and segment-level revenue growth by less than 1 point. - Decrease COGS growth by less than 1 point. - No meaningful impact on operating expense growth. 2. **Segment Guidance**: - **Productivity and Business Processes**: Revenue expected to grow between 10% and 11% in constant currency, or USD 20.3 billion to USD 20.6 billion. - **Office 365 Commercial**: Revenue growth expected to be approximately 14% in constant currency. - **On-Premises Business**: Revenue expected to decline in the mid- to high teens. - **Office Consumer**: Revenue growth expected in the low to mid-single digits. - **LinkedIn**: Revenue growth expected in the high single digits. - **Dynamics**: Revenue growth expected in the low to mid-teens. - **Intelligent Cloud**: Revenue expected to grow between 18% and 20% in constant currency, or USD 28.6 billion to USD 28.9 billion. - **Azure**: Q1 revenue growth expected to be 28% to 29% in constant currency. - **On-Premises Server Business**: Revenue expected to decline in the low single digits. - **Enterprise and Partner Services**: Revenue expected to decline in the low single digits. - **More Personal Computing**: Revenue expected to grow between 9% and 12% in constant currency, or USD 14.9 billion to USD 15.3 billion. - **Windows OEM Revenue**: Growth expected to be relatively flat. - **Windows Commercial Products and Cloud Services**: Revenue growth expected in the mid-single digits. - **Devices**: Revenue growth expected in the low to mid-single digits. - **Search and News Advertising ex-TAC Revenue**: Growth expected in the mid- to high teens. - **Gaming**: Revenue growth expected in the mid-30s, including approximately 40 points of net impact from the Activision acquisition. 3. **COGS**: Expected between USD 19.95 billion to USD 20.5 billion, including approximately USD 700 million from purchase accounting, integration, and transaction-related costs from the Activision acquisition. 4. **Operating Expense**: Expected between USD 15.2 billion to USD 15.3 billion, including approximately USD 200 million from purchase accounting, integration, and transaction-related costs from the Activision acquisition. 5. **Other Income and Expense**: Expected to be roughly negative $650 million, driven by losses on investments accounted for under the equity method, with interest income mostly offset by interest expense. 6. **Effective Tax Rate**: Expected to be approximately 19% for Q1.
YouTube advertising revenue: $8.66 billion vs. $8.93 billion, according to StreetAccount Google Cloud revenue: $10.35 billion vs. $10.20 billion, according to StreetAccount Traffic acquisition costs (TAC): $13.39 billion vs. $13.54 billion, according to StreetAccount The company reported ad revenue of $64.62 billion — up from $58.14 billion last year. Alphabet shares fell just 1% on the report. Source: https://www.cnbc.com/2024/07/23/alphabet-set-to-report-q2-earnings-results-after-the-bell.html
GOOGLE Earnings EPS of $1.89 beating expectations of $1.85 Revenue Ex-TAC of $84.7B beating expectations of $84.3B
😂Ok doomer, if you say so. Here's the issue. If the doomsday scenario is really what you think is going to happen... Why the heck are you worried about $200000 in fiat currency ? That fiat currency will be worthless and how well you try to preserve it is meaningless. It's fiat currency. That's what I don't understand about the logic of doomers. You are trying to prepare for the worst case scenario , but the first thing you are worried about is how to preserve your $200k of fiat currency/? Makes no sense. Sorry to say this there's plenty of people with a heck of lot more fiat currency that have a lot more issues to worry about before your $200k. It's also unlikely you can preserve the value of your $200k when everyone else with 100x more fiat currency is wiped out. Sorry there's a pecking order to all this, and a financial collapse... Doesn't matter how much you are trying to save. You're definitely more screwed no matter how you slice and dice it. You don't need investment advice in this case. You simply need to buy lots of guns, ammo, a bullet resistant vehicle , and stock some water and dried food. I believe TAC (Texas Armour Corporation) actually sells converted might to medium duty armored vehicles. They start around $100k last time I checked. That's half of your fiat currency. Don't ask me how I know. There was a period in time with all the drive-by shootings in LA when I was briefly there I was considering getting one. Thankfully I didn't need to stay in LA.
For tech, I would pick 2 companies you have the highest conviction in. I would personally go for GOOD and AMZN if I had to pick. For energy, VLO. Despite being up so much in the past 5 years, it's trading at only 7x its average free-cash-flow and still a good buy. TAC is a good choice now too because management is turning the company around. I bought at the bottom this year. It's 50% oil 50% green non-solar energy. It's trading even cheaper than VLO.
Yea I add a margin of safety on all energy companies I look at when evaluating their worth, and they still come out as attractive. I'm 15% in TAC, and 11% in VLO. Normally I'm not so concentrated, but value and energy are attractive alternatives to tech at its high.
Majority of services revenue is google TAC which is no guarantee to continue pending lawsuits with the DOJ
|NXST|broadcasting|17.25%| |:-|:-|:-| |UVE|insurance|13.25%| |TAC|energy|12.00%| |BWMX|specialty retail|12.00%| |BTI|tobacco|10.75%| |ACGL|insurance|10.75%| |QFIN|credit services|8.00%| |PRG|rental & leasing service|8.00%| |LUG|gold miner|3.25%| |CGAU|gold miner|3.00%| |TUI1|travel services|1.75%| (40.00% fin; 17.25% comm; 13.75% discretionary; 12.00% energy; 10.75% staple; 6.25% gold) (60.00% US; 18.25% Canada; 12.00% Mexico; 8.00% China; 1.75% Germany) (4.44% dividend; 1.01 beta)
|NXST|broadcasting|17.25%| |:-|:-|:-| |UVE|insurance|13.25%| |TAC|energy|12.00%| |BWMX|specialty retail|12.00%| |BTI|tobacco|10.75%| |ACGL|insurance|10.75%| |QFIN|credit services|8.00%| |PRG|rental & leasing service|8.00%| |LUG|gold miner|3.25%| |CGAU|gold miner|3.00%| |TUI1|travel services|1.75%| (40.00% fin; 17.25% comm; 13.75% discretionary; 12.00% energy; 10.75% staple; 6.25% gold) (60.00% US; 18.25% Canada; 12.00% Mexico; 8.00% China; 1.75% Germany) (4.44% div; 1.01 beta)
GOOGL JUST REPORTED EARNINGS EPS of $1.89 beating expectations of $1.50 Revenue Ex-TAC of $80.5B beating expectations of $78.7B Total Revenue of $93.5B beating expectations of $91.3B
Been watching green energy for a bit now. Finally bought in. TAC (50% green energy; 50% oil). Also I've been in and out of China a few times over the years. I think I lost money 100% of the time to China stocks. Each time big investors say "it's time to buy China!" it gets dumped. The country's stock exchange is one big pump and dump.
I’m a little late here, but would like to add that selling HW is not the only business Cisco is in.. I should know, I work here.. CSCO is gonna stay the defacto for RnS just because we have that kind of trust built.. And ppl buy our security products not cause they are the best (on paper they are - when everything works just right), but because they integrate well with our other offerings.. Businesses like having to contact a single TAC team when their network is down rather than scrambling across all the vendors they own.. Plus AI is literally the next big thing in networking.. There is so much room for growth.. Cisco is probably the only one out there to put in the investment (look up the intend to acquire spunk and projects with nvidea).. Plus despite I read in the comments below, I actually approve of our management so do most of our peers.. there is a reason we have a low attrition rate, and are one of the best places to work.. Look I’m not saying that the stock is golden or anything.. or a short term multibagger.. I’m saying, if you’re into value investment it’s worth hard look.. Industry is changing and I believe Cisco will have the best response to it
TAC primed to go up but patience required....
I bought 100 TAC calls. I don’t even know WTF TAC is, but they’re doing earnings and I bought them.
If you want to roll the dice, you could buy Office PTTYS corporate bond maturing Feb 2025. Currently trading with a 25%-ish Yield. CUISP# 81618TAC4
any regards holding TAC? been in red forever for me
Oh, without a doubt. But, you're not talking about a business to business relationship there, which is really my point. At least I understand that the Comcasts of the world do deal with a majority of people that understand nothing and it becomes a default for support staff. Not saying that it's right, but I can at least understand it. Regardless, they should still recognize when they deal with someone who's savvy or, even, knows more about the subject matter than they do. IT engineering staff are consumers, too. Cisco TAC, lately, treats their customers like Comcast does theirs. It's the same experience. It's comical. Granted, I'm sure they do have customers that don't bother to troubleshoot themselves and just open a ticket... but I pray to God that's a minority.
+1 for TAC support sucking!
Hear hear. We've been dumping their product portfolio gradually for a while now. Started with wireless, then UC, L2/L3 gear is next. They also used to be business partners to our organization. Our account team has basically ghosted us at this point. TAC seems to suck ass these days, too. Everything has been gradually going downhill for a while now.
You don't think Bing AI searches also have higher TAC?
Microsoft can beef up Bing to be a more formidable opponent to Google and then collect ad revenue. They can also boost their office tools with AI to help attract cloud customers. Google, I don't know, and it seems to me they will be a loser from AI because they could effectively lose their Search monopoly. Bard searches have higher TAC and therefore will lower margins if these become a higher % of searches. Again, they may lose revenues and market share to AI-powered Bing. It could help their cloud business, but better than Azure and AWS? I'm not convinced.
I bought on the dip at $97 thinking there would be a quick bounce back, as I thought the market reaction was way overblown. I sold at $102 however because their near-term ad prospects look dim and didn't want to be holding in the next year. It's a bummer I missed out on a 20% gain but I still think I'm right. Google has been an AI player for years and years, I don't see how their prospects will increase significantly. If anything, their margins will come down due to higher TAC and they'll face competition the likes of which they've never seen (which is to say, any in the last 10 years).
I am a collaboration engineer working with Cisco equipment. Cisco TAC is horrible once we get a warm handoff from US to South America or India, at that point we are on all night on a support call because it’s hard to find someone that actually knows their shit. We are a huge enterprise and our CTO switched to Arista and Palo because Cisco was like you said a luxury. I personally like Cisco and have made good relationship with their SME’s who know their shit. Unfortunately the good ones get shifted around too often. Anyway, that’s my 2 cents.
33.7 TAC here bruh smoke my shit
AI hasn't even full shaken out yet.. Google's AI is not consumer facing like how Microsoft has protrayed theirs - its more internal facing... watched a great deep dive on how they've been able to automate and create a lot of efficiencies throughout their product stack. One big thing in search is TAC - traffic acquisition cost and for MSFT the TAC + compute cost for a search is really high compared to Google's. Then you have the ad revenue sharing part... GOOG has the best revenue sharing model and MSFT will have to increasingly cut their margins to play. However like you said, MSFT doesn't need to do anything but start lighting a fire under GOOG's ass for things to change. Large tech companies most valuable assets have been data, GOOG/MSFT have a lot of data, will be interesting to see who can utilize that data set to the fulelst.
All in podcast did a great job explaining MSFT vs GOOG. one big problem is how to monetize ChatGPT... Google gives you a top list but you have to find which result is the best which means more ad dollars for advertisers as you click through links. Let's say I want to look for the best TV available. Google will give me multiple top links and I can take a look at each one. If I say top TV at ChatGPT they will recommend 1. At the same time - publishers are going to want a cut of ChatGPT revenue because why would I let your program scrape my website info without any revenue sharing here? Plus legality issues. This leads to the second problem - TAC aka traffic acquisition cost. Right now MSFT said it costs 30 cents of compute to generate an answer. So their margins on the $ is already at 70% - now after splitting revenue with publishers what is there total margin on each click? Google's is closer to 10% and they share revenue well so they still have a moat of some sort. Goal of MSFT with ChatGPT was to make google dance and say "hey, you have the market share in ad search revenue but if we can even take 5% of your market share, that's a win for us"
Alphabet Q4 EPS $1.05 Misses $1.18 Estimate * Sales $76.05B Beat $75.69B Estimate $GOOG $GOOGL Miss all four * 4Q REV. EX-TAC $63.12B, EST. $63.24B * 4Q YOUTUBE ADS REV. $7.96B, EST. $8.27B * 4Q REV. $67.84B, EST. $68.9B * 4Q GOOGLE CLOUD REV. $7.32B, EST. $7.3B _____________________________________ $AMZN 4Q EPS $0.03 Misses $0.17 Estimate * AMAZON SEES 1Q NET SALES $121.0B TO $126.0B, EST. $125.55B * AMAZON SEES 1Q OPER INCOME $0 TO $4.0B, EST. $3.52B * AMAZON 4Q EPS 3.0C * 4Q AWS NET SALES $21.38B, EST. $21.76B * 4Q SUBSCRIPTION SERVICES NET SALES $9.19B, EST. $9.01B * 4Q NET SALES $149.2B, EST. $145.8B $AMZN _______________________________ $QCOM | Qualcomm Q1 23 Earnings: * Adj EPS $2.37 (est $2.35) * Revenue: 9.46B (est $9.61ln) * Sees Q2 Rev $8.7B To $9.5B (est $9.58B) * Sees Q2 Adj EPS $2.05 To $2.25 (est $2.29) **QCOM also shitting their guidance and up 4%.** AMZN and GOOG 40%+ rally really made sense huh.
Google parent Alphabet (GOOG, GOOGL) announced its Q4 earnings after the bell on Thursday, falling just short of expectations on revenue and earnings per share. As advertising fell year-over-year. Here are the most important numbers from the report, compared to what Wall Street was expecting, as compiled by Bloomberg. Revenue (ex-TAC): $63.12 versus $63.2 billion expected Earnings per share: $1.05 versus $1.18 expected Alphabet shares were down 1.2% immediately following the report. Google's ad revenue fell from 61.2 billion in Q4 2021 to 59 billion in Q4 2022. Youtube ad revenue, meanwhile, missed analysts' estimates, coming in at $7.9 vs estimate versus $8.2 billion
For me, it comes down to support. cisco's (notice the small c, I'm old enough to remember when they insisted on not capitalizing the c) support is the best. Even though they are the best, they still strive to be even better. That is truly unique in tech. SMARTnet is expensive, but it has been the best for over three decades. Their TAC is the best. I'm currently dealing with an issue on Azure, and their support is garbage. AWS's support is average even though it is really, really expensive. I have a call scheduled in 50 minutes with Dell's EMC. Even though they're very expensive, their support is still crap. cisco is just that much better. I feel like the market should reward companies that help and support their customers no matter what the cost.
Get CCNA join TAC do seppuku
Certainly not joe shmo from down the road. If you want to introduce me to someone with high quality (and high TAC) that can do it better and more consistent then my dispensary, I’m all for it. Only caveat, they need to live in MA.
Google's misses are not just about earnings. It's across all metrics, except for cloud: * Earnings per share (EPS): $1.06 vs. $1.25 expected, according to Refinitiv estimates. * Revenue: $69.09 billion vs. $70.58 billion expected, according to Refinitiv estimates. * YouTube advertising revenue: $7.07 billion vs $7.42 billion expected, according to StreetAccount estimates. * Google Cloud revenue: $6.9 billion vs $6.69 billion expected, according to StreetAccount estimates * Traffic acquisition costs (TAC): $11.83 vs $12.38 expected, according to StreetAccount estimates
>\*ALPHABET 3Q REV. EX-TAC $57.27B, EST. $58.18B ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2022-10-25 ^16:03:31 ^EDT-0400
>TAC-OPS This sub never had problems with loss porn or nag holders before? why now?
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Google missed on …everything. Earnings per share (EPS): $1.21 vs $1.28 expected, according to Refinitiv Revenue: $69.69 billion vs $69.9 billion expected, according to Refinitiv YouTube advertising revenue: $7.34 billion vs. $7.52 billion expected, according to StreetAccount Google Cloud revenue: $6.28 billion vs. $6.41 billion expected, according to StreetAccount. Traffic acquisition costs (TAC): $12.21 billion vs $12.41 billion expected, according to StreetAccount
"Meanwhile, revenue ex-TAC – or traffic acquisition costs – came in at $57.47 billion, compared to $58.14 billion expected by Wall Street." When people start highlighting random numbers ex-blah blah blah the bear in me starts growling! is that a good leading indicator?
>\*ALPHABET 2Q REV. EX-TAC $57.47B, EST. $58.03B ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2022-07-26 ^16:04:11 ^EDT-0400
Pretty sure the TAC dump already happened. Exchanges liquidated everything they had during the crash.
> I understand they are not some new starter company that generates billions of loss per year with promises of new sexy technology that does fuck all, so it’s not popular on Reddit, but Cisco is actually excellent buy at this price. Rant ahead, no discussion of stock or fundamentals below: My take on Cisco's current reputation and product. In the cybersecurity industry Cisco is looked at as a joke and incompetent due to their horrid handling of their dominance of the firewall market (go to /r/networking and search for "firepower" for a taste). Additionally their software reliability has been so so so unreliable for years now. I regarded patching a Cisco system as a dice roll of the highest degree. Might crash and need a roll back, worst case the chassis never boots again... I've seen it multiple times! Don't patch and that new RCE vuln owns your whole stack. Seen that too. All in all, Cisco comes off as an entrenched legacy tech organization that has contributed heavily to the industry but failed to keep up with the times and their core products are easily replicable in any tech stack as long as the team is willing to make that leap. They're trying to modernize with the times (netdev and shit like that, putting python in their cert exams lol) but they're behind their competition in a big way. I would never seek out a Cisco product/service unless it was ABSOLUTELY needed. Not a fan of waiting for some TAC engineer in India to read their internal docs and copy/paste me a paragraph that doesn't help at all. Speaking of losing despite having 1st mover advantage: remember Webex? lmao ok rant over