Alphabet 2025Q2
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Der blev vist ikke skrevet noget indlaeg herinde ifm Q2-regnskab fra Google.
Jeg har sakset nogle tal og figurer fra Bluesky:
https://bsky.app/profile/midgardfinance.com/post/3luqmz53nsk2mRev $96.4B (+14% YoY)
Search ~$54.2B (+12%)
YouTube ads ~$9.8B (+13%)
Cloud $13.6B (+32%)CapEx (PPE) $22.4B (+70% YoY) - AI data centers
Buybacks $13.6B (‑13% YoY)
Dividends $2.54B (+3.1% YoY)
R&D $13.8B (+16% YoY)Deres CapEx er fuldstaendig eksploderet med naesten 10 milliarder dollar pga investering i AI-kaploebet.
Google's $85 billion capital spend spurred by cloud, AI demand
https://www.cnbc.com/2025/07/23/googles-85-billion-capital-spend-spurred-by-cloud-ai-demand.htmlAlphabet jumps as AI-driven spending fuels cloud revenue surge
https://www.reuters.com/business/alphabet-jumps-ai-driven-spending-fuels-cloud-revenue-surge-2025-07-24/Jeg har for udvalgte virksomheder vedhaeftet to figurer; en med aarlige R&D-udgifter, og en anden med aarlig CapEx.
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Cloud-omsætning. Google har god fart på. Overhaler snart Oracle.
Figur sakset herfra:
https://bsky.app/profile/midgardfinance.com/post/3lve4coz27c2e
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Interessante og tankevækkende figurer om AI-udgifter i relation til frie pengestrømme og BNP. Sakset herfra fra Jesse Felder:
'AI Spending Is Eating The US Economy'
Below are some of the most interesting things I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to your inbox each Saturday morning. STAT "So far this year, AI capex, which we define as information processing equipment plus software has adde
The Felder Report (thefelderreport.com)
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