---
title: "[Prize] Google's earnings report this week, how will the post-earnings performance be?"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42824690.md"
description: "Will Google's stock rise or fall after earnings? Share your views, boost popularity, and earn task coins. Play any of the three ways, and get rewards just for participating!"
datetime: "2026-07-21T09:55:57.000Z"
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author: "[热点君](https://longbridge.com/en/profiles/1450684.md)"
---

# [Prize] Google's earnings report this week, how will the post-earnings performance be?

Last quarter, cloud business grew 63% year-over-year, with an operating profit margin reaching 32.9%, and the stock price rose nearly 10 points on the day. This time, the market generally expects a YoY growth of +63.3% and a margin of 35%. Moreover, as data centers across the US power up in Q2, computing capacity is increasing. How much revenue can be recognized from the over 400 billion in orders accumulated in Q1 will depend on this wave!

⬆️ Bulls say: Cloud business acceleration + imminent order realization, 190 billion in capital expenditure is turning into real cash; high probability of another rally post-earnings;

⬇️ Bears say: Expectations are already fully priced in, concerns about AI search diverting ad traffic remain, and capital expenditures keep rising; any miss could lead to a "sell the news" crash.

What do you think? Three ways to play, join in for prizes 👇

💬 Play 1 · Bull vs. Bear Showdown

Post or comment stating your \[Bullish\] / \[Bearish\] stance, providing your core logic (cloud growth, ad fundamentals, AI monetization, capex... choose any angle, ≥50 words). Top 5 high-quality insights will receive **one Google Stock Code Mug**;

🔥 Play 2 · Best Interaction

The post/comment with the most likes by the end of the event will win a 10 HKD stock cash voucher;

🎁 Play 3 · Participation Prize

Post an original comment of 30+ words (opinion/trade screenshot both accepted) to instantly earn 188 task coins. Everyone gets one!

📋 Event Rules

1️⃣ Event Period: Now until July 29, 00:00;

2️⃣ Each user ID can only win once per play type (task coin participation prize is stackable);

3️⃣ We encourage authentic opinions; pure AI-generated content is rejected;

4️⃣ Prizes will be distributed within 15 working days after the event ends;

5️⃣ Longbridge reserves the final right of interpretation. Bull/Bear views represent personal opinions only and do not constitute investment advice.

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## Comments (61)

- **眼科主理人（笑发财） · 2026-07-27T09:26:56.000Z**: My view: Bullish for the long term. Take advantage of the discount caused by market fear of capex; do not chase the rally, and buy in batches on dips.Reasons: 1. Revenue and EBIT are accelerating beyond expectations, with cloud business growth soaring. These are solid fundamentals that provide suppo
- **Bruce投资笔记 · 2026-07-24T03:17:18.000Z**: Bearish in the short term, bullish in the long term
- **我是大侠 · 2026-07-24T02:05:21.000Z**: Bullish.   For a stock that can attract Buffett to make another heavy investment, there is no reason for me to take the other side of Old Ba's trade...   In a new competitive landscape characterized by heavy capital, having such a high return on capital means the company is truly awesome.
- **股鯉五島 · 2026-07-24T01:49:29.000Z**: I hold a cautious-to-bearish view on Google's latest earnings report. Although the prospects for AI development remain attractive, market expectations for AI are already quite high. If earnings or management guidance fall slightly short of expectations, the stock price could see a significant pullba
- **kVAyGn · 2026-07-24T01:47:04.000Z**: I am bullish on Google's earnings report this time, especially its AI business. In recent years, the company has continued to increase its AI investments, and the Gemini model, AI Search, and Google Cloud are beginning to show commercialization results. Although AI infrastructure has increased capit
- **YZ-长 · 2026-07-24T01:31:16.000Z**: Google, catching a falling knife, come on come on, it's hard truth that good companies are cheap!
- **3VoIfkZsI9 · 2026-07-24T00:48:34.000Z**: Google's biggest problem is its over-reliance on advertising
- **Roger金渐成-炒股养我 · 2026-07-23T23:13:58.000Z**: Google, catching a falling knife, come on come on, it's hard truth that good companies are cheap!
- **Roger金渐成-炒股养我 · 2026-07-23T22:54:55.000Z**: It's cheaper, I'll still buy Google.
- **小七 become better · 2026-07-23T22:29:38.000Z**: Google Cloud's growth is impressive, and its AI business is showing initial results. However, the significant increase in capital expenditures and the first appearance of negative quarterly cash flow are core risks. The market worries that continued massive investment will erode profits, making shor
- **TRT · 2026-07-23T18:26:18.000Z**: Prosperous and thriving
- **bashoo · 2026-07-23T15:49:34.000Z**: Rising, rising, rising.
- **珍珍姐 · 2026-07-23T15:42:19.000Z**: Computing power is essentially the cornerstone of tech stocks
- **VinVin · 2026-07-23T15:38:44.000Z**: It will definitely be better.
- **Pietro · 2026-07-23T15:28:19.000Z**: Bullish in the long term
- **音为爱 · 2026-07-23T15:01:44.000Z**: Bullish
- **蜻小蜓 · 2026-07-23T14:18:20.000Z**: Bullish
- **DrEamsky · 2026-07-23T10:24:58.000Z**: Short-term decline, long-term bullish, good time to build positions in batches
- **贡嘎雄鹰_sgmb9c · 2026-07-23T05:03:23.000Z**: No problem, Google is investing heavily. There's a bit of pressure for now, but I'm definitely bullish on the long term. Trust you.
- **Siga · 2026-07-23T03:42:49.000Z**: The core narrative of the long position: The 82% growth in cloud business and $514 billion in backlog orders prove that AI commercialization is already being realized, with massive capital expenditures paving the way for future growth rather than blind burning of cash.