📌 X Insight Update[x_fin] (2026/07/23 07:34)
- $GOOGL Cloud is the real bright spot. Google Cloud hit $24.8B in Q2 revenue, up 82% YoY, beating the prior most bullish estimate of 73% by 9 points, with 36% profit margin. The bear case sits in cash flow: quarterly free cash flow flipped negative to **-$5.