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Alphabet stock gets rocked after cloud computing and spending surprise: What Wall Street is saying. Brian Sozzi. February 5, 2025 at 8:47 AM. ... 2025 Capex, Cloud revenue trajectory, and 4Q/2025 ...
The soft cloud numbers come even as Google has built out AI features within its cloud computing platform. Pichai said on the conference call that developer usage on Gemini had doubled in six ...
Although this diagram is meant to be qualitative, some effort went into the quantitative analysis too. The justification for the splits are a Forrester paper showing that the total cost of cloud computing deployments were 1/3 of that of traditional systems [1] and a CIO magazine article showing that variable costs traditionally account for 30-35% of overall spend [2].
As previously disclosed, those charges were allocated across the expense lines in other cost of revenue and opex based on associated head count. Total operating expenses decreased 1% to $24.9 billion.
An operating expense (opex) [a] is an ongoing cost for running a product, business, or system. [1] Its counterpart, a capital expenditure (capex), is the cost of developing or providing non-consumable parts for the product or system.
Capital expenditures are the funds used to acquire or upgrade a company's fixed assets, such as expenditures towards property, plant, or equipment (PP&E). [3] In the case when a capital expenditure constitutes a major financial decision for a company, the expenditure must be formalized at an annual shareholders meeting or a special meeting of the Board of Directors.
The robust growth in cloud computing is slated to continue as end-user spending on public cloud services increases.
The cloud computing market is expected to see multiyear growth thanks to AI, rising from $588 billion last year to $2.3 trillion by 2032. This growth makes both Alphabet and Supermicro compelling ...