Ep. 02: Alphabet - Risultati del Q4 2025
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Ep. 02: Alphabet - Risultati del Q4 2025
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About this listen
In questo episodio esaminiamo i risultati del quarto trimestre di Alphabet.
- Performance Finanziaria: Ricavi, margini operativi e cash flow.
- Google Cloud: Il punto di svolta sulla redditività del segmento.
- Capex e AI: L’impatto degli investimenti infrastrutturali sui flussi di cassa.
- Capital Allocation
📩 Approfondimenti su Substack: [https://thesilentinvestor.substack.com/p/alphabet-4q2025?r=7duci]
📊 Feed RSS: [https://anchor.fm/s/ffcd1e3c/podcast/rss]
DISCLOSURE: L'autore detiene una posizione rilevante in Alphabet (GOOGL/GOOG).
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