Google: Surprising Results In An Environment Of Uncertainty

Summary:

  • Google’s revenue growth rates remain strong, with increases in YouTube, Cloud, and Search.
  • Google’s Free Cash Flow is strong, but rising SBC costs should be monitored.
  • Alphabet’s share buybacks and potential dividend growth rate offer positive prospects for shareholders.

ChatGPT Mobile App

Kenneth Cheung

The Alphabet Investment Thesis

In my last article from January 2024, I wrote about how Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) seemed to be a bit slow in entering the AI era


Analyst’s Disclosure: I/we have a beneficial long position in the shares of META either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.


Leave a Reply

Your email address will not be published. Required fields are marked *