I don’t really understand why goog has been trailing vs the other mag7.
Revenue for 2024 was bananas, they are working on all the sectors that will deliver growth in the coming years with cloud, AI, YouTube (and potentially competing with tiktok), ads, quantum, self driving…
They have announced a massive capex investment for 2025 around 75b$ vs 52b$ for 2024 - but when you look at the financial statements that would be the only negative side (as it impacts free cash flow)
This is directly answering one of the issues they had with their capabilities to answer demand for their cloud services as the CFO said that they reached peak capacity in Q4 2024.
Could anyone point out what I am missing ?
(Yes yoy growth for some services slightly decreased - but still are massively up)