Adding one note: a line item moved between segments this quarter.
VoteReply
Search and cloud: what changed this quarter
Short notes on what moved in the segment table this quarter and how the company described it. Replies welcome, I am collecting other reads.
VoteReply
Replies · 3
Curious whether the capex outlook changes the picture for you.
VoteReply
Similar read here on the cloud segment.
VoteReply
Posts are opinions of community members, not analysts. Bull and Bear posts with a target price get a receipt: scored by the same engine as firm receipts (reached within the horizon). Without one they count in sentiment only. Not investment advice.