Google's Cloud Story May Be Getting Stronger [Yahoo! Finance]
Alphabet Inc. - Class C Capital Stock (GOOG)
Last alphabet inc. - class c capital stock earnings: 4/28 04:02 pm
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Source: Yahoo! Finance
Alphabet ( NASDAQ:GOOG may be getting a quiet lift in its cloud business, with Wells Fargo pointing to a couple of behind-the-scenes drivers that could meaningfully boost growth over the next 2 years. At the center of it is TPU licensing. The bank estimates Google Cloud revenue could see an extra 4% bump in 2026 and 7% in 2027, with operating income rising 6% and 14%. A big reason is demand tied to Anthropic. Broadcom ( NASDAQ:AVGO ) recently flagged $21 billion in TPU-related orders, and Wells Fargo believes Google benefits through high-margin licensing fees. That could translate into about $2.5 billion in added revenue in 2026 and $7.5 billion in 2027, with margins around 85%, which is where this really starts to matter. Warning! GuruFocus has detected 1 Warning Sign with CABA. Is GOOG fairly valued? Test your thesis with our free DCF calculator. Then there's Wiz. The cybersecurity deal is expected to add around 2% to cloud growth in 2026, with a larger contribution as thin
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GOOG
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GOOG
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- 3/27/26 - Form 144
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