Pressure Points: Google 1Q'26 Earnings
About this episode
The episode discusses Google's 1Q'26 earnings and the implications of its growth in Cloud and Search markets.
Investors shrugged off the higher capex guide for 2027 because Google Cloud is gaining meaningful marketshare, and Search is at an “expansionary moment” which means Search growth this year will be closer to 17% vs. the Street currently at 13%. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
More episodes of Pressure Points
- Pressure Points: WWDC Keynote 2026
- Pressure Points: NVIDIA 1Q'27 Earnings
- Pressure Points: Hyperscalers Double Down on AI Capex
- Pressure Points: Meta 1Q'26 Earnings
- Pressure Points: Microsoft 3Q'26 Earnings
- Pressure Points: Amazon 1Q'26 Earnings
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