Pressure Points: Google 1Q'26 Earnings
From Pressure Points by Deepwater Asset Management
April 30, 2026 · 5 min
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
Topics covered
- earnings report
- Google Cloud
- market share
- Search growth
- investment analysis
Keywords
- 1Q'26
- earnings
- Cloud
- Search
- market share
- investment
Mentioned in this episode
Organizations: Google, Google Cloud
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