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Pressure Points · April 30 · 5 min

Pressure Points: Google 1Q'26 Earnings

Investors shrugged off the higher capex guide for 2027 because Google Cloud is gaining meaningful marketshare, and Search is at an “expansionary moment” which means Search growth this year will be closer to 17% vs. the Street currently at 13%. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com

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Investors shrugged off the higher capex guide for 2027 because Google Cloud is gaining meaningful marketshare, and Search is at an “expansionary moment” which means Search growth this year will be closer to 17% vs. the Street currently at 13%.



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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