Pressure Points: Google’s June Quarter Earnings

from Pressure Points · host Deepwater Asset Management

The massive Cloud beat got buried by higher capex guidance and expectations for lower Cloud margins going forward. As for Search, AI Mode monetization is beginning, which should be a long term growth driver. 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

Episode metadata supplied by the publisher feed · Published Jul 22, 2026

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Pressure Points: Google’s June Quarter Earnings

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