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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.
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