<![CDATA[Alphabet 2025Q2]]>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/3luqmz53nsk2m

Rev $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.html

Alphabet 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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]]>https://dev.proinvestor.com/forum/topic/447454/alphabet-2025q2RSS for NodeFri, 12 Jun 2026 17:53:39 GMTMon, 28 Jul 2025 17:22:19 GMT60<![CDATA[Reply to Alphabet 2025Q2 on Mon, 04 Aug 2025 11:45:49 GMT]]>Interessante og tankevækkende figurer om AI-udgifter i relation til frie pengestrømme og BNP. Sakset herfra fra Jesse Felder:

Bluesky

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Bluesky Social (bsky.app)

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'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

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The Felder Report (thefelderreport.com)

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]]>https://dev.proinvestor.com/forum/post/9493834https://dev.proinvestor.com/forum/post/9493834Mon, 04 Aug 2025 11:45:49 GMT<![CDATA[Reply to Alphabet 2025Q2 on Fri, 01 Aug 2025 15:31:05 GMT]]>Adobe er forresten ikke kun cloud. Den dykkede under kurs $350 i dag. Jeg synes, at den er super attraktiv.

]]>https://dev.proinvestor.com/forum/post/9493831https://dev.proinvestor.com/forum/post/9493831Fri, 01 Aug 2025 15:31:05 GMT<![CDATA[Reply to Alphabet 2025Q2 on Fri, 01 Aug 2025 15:28:41 GMT]]>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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]]>https://dev.proinvestor.com/forum/post/9493838https://dev.proinvestor.com/forum/post/9493838Fri, 01 Aug 2025 15:28:41 GMT<![CDATA[Reply to Alphabet 2025Q2 on Tue, 29 Jul 2025 05:26:58 GMT]]>Jeg fik ogsaa vedhaeftet den forkerte CapEx-figur. Jeg finder selv udgangen [facepalm-emoji] Den korrekte figur vedhaeftet.

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]]>https://dev.proinvestor.com/forum/post/9493835https://dev.proinvestor.com/forum/post/9493835Tue, 29 Jul 2025 05:26:58 GMT<![CDATA[Reply to Alphabet 2025Q2 on Mon, 28 Jul 2025 17:25:15 GMT]]>Det er millioner dollar paa y-aksen.

]]>https://dev.proinvestor.com/forum/post/9493832https://dev.proinvestor.com/forum/post/9493832Mon, 28 Jul 2025 17:25:15 GMT<![CDATA[Reply to Alphabet 2025Q2 on Mon, 28 Jul 2025 17:24:43 GMT]]>Hov, jeg fik vedhaeftet den forkerte R&D-figur, fordi de var sorteret alfabetisk. Jeg beklager meget.

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]]>https://dev.proinvestor.com/forum/post/9493827https://dev.proinvestor.com/forum/post/9493827Mon, 28 Jul 2025 17:24:43 GMT