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發財 Huat Chye

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Cloud Doubles, Cash Flow Turns Negative — What Broke at Alphabet?

GOOGL plunged 12.64% Thursday as capex and cash burn overshadowed cloud growth. Q3 revenue of $127.58B and EPS of $2.12 missed estimates. Google Cloud revenue surged 103% to $30.71B, with $10.64B operating income, but free cash flow was negative $9.07B as capex hit $34.98B; full-year capex guidance rose to $185B–$187B. Bulls cite growth and backlog; bears question when they can cover depreciation and investment. How fast must Cloud grow to restore positive free cash flow within two quarters?

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