ENTITY
SMARTSCORE: 3.2/5
Alphabet

Alphabet (GOOGL US)

291
Analysis
Communication ServicesUnited States
Alphabet Inc. operates as a holding company. The Company, through its subsidiaries, provides web-based search, advertisements, maps, software applications, mobile operating systems, consumer content, enterprise solutions, commerce, and hardware products.
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bullishAmazon
02 Aug 2021 20:57

Amazon 2Q21: Pay Attention to AWS and Advertising

Retail decelerated ALOT. In the meantime, its higher margin AWS and Advertising businesses are ACCELERATING. We value these two businesses at...

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bullishMeta
02 Aug 2021 14:30

Facebook 2Q21: “Significant Deceleration?” Cmon.

We think Facebook was unfairly punished for its earnings last week...it "underperformed" Google's 2Q21 results because its "overperformed" in 2Q20....

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bullishAlphabet
28 Jul 2021 16:02

TMT Megacap Earnings Observations: Google & Microsoft

We were wildly impressed by Google's quarter. Microsoft continues to chug along...our takeaway from the two is Amazon is primed for a monster print...

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bullishSnap
23 Jul 2021 23:51

Snap: Forget Twitter, Look Out Facebook

We continue to push Snap as a core long...and are probably even more bullish today then we were a year ago. Facebook's market cap is 10x Snap's. We...

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12 Jul 2021 03:26

Japan Fintech - Google Push into Mobile Payments Could Raise Competitive Intensity

Google is considering an acquisition that would allow it to compete directly in JP mobile payments. It lacks a direct consumer business but Android...

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