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Open original source ↗Tonight for $GOOG, the key number is Cloud growth.
Streets expecting Google Cloud growth of 63% yy, unchanged from 63% in March. I think it will be above 65% with language that they’re supply constrained.
For comps:
AWS is expected to be 32% vs. 28% in March.
Azure is expected to be 40% vs 39%.
Bottom line is Google cloud is gaining share in a growth market.