00:00E questa sera al test c'è Alphabet, gli analisti si aspettano una crescita degli utili del 20%
00:04ma soprattutto il mercato è in cerca di dettagli sull'accordo tra Apple e Google
00:09per potenziare l'assistente virtuale Siri con l'intelligenza artificiale di Gemini.
00:14A da gennaio l'annuncio di Cupertino che secondo le indiscrezioni tra l'altro pagherà circa un miliardo di dollari all'anno a Google.
00:21Cosa ci dobbiamo aspettare questa sera da Alphabet?
00:23Giulio Luria, Managing Director e Head of Technology Research di D.A. Davidson.
00:30in terms of the financials, they're actually not that high
00:33and Google is in a good position to beat on those key numbers
00:37which is Google Cloud Growth and Search and YouTube Advertising Growth.
00:42Having said that, they better beat.
00:44I don't know that the market has the stomach for Google not exceeding expectations
00:49but in terms of the financials themselves, the numbers they have are very doable.
00:54Azure grew 38%, Google Cloud, if it just grows 35%, people will be happy.
01:00On the ad side, Meta just grew 25%.
01:03If Search Advertising, YouTube Advertising Growth, 13%, 14% investors will be happy.
01:10So the financial hurdle is actually manageable
01:12so we feel good about Google being able to clear it.
01:15Do you think that everyone can see howicans are became?
01:18coz yours is like www.F вместеgio Advertising Growth, 15% whom
01:18you thought you are doing it, because you think that until the last night
01:21will you pass your scooter as well?
01:22Be zorga because when you can separate your plate,
01:23you can increase your wall and press you go towards lack of any strength
01:24for yourself.
01:25Capitende background just for yourself.
01:25I think you've had an important rewarding place
01:27if you look aialization of doing the same highligt
01:31and then you can get a success, you can increase your ability strategy
01:33all the way to the customer.
01:34And never all the way to do it.
01:35The course of the Fahrzer gets laid down.
01:35I think when you and rent them, the problem,
01:36it's now increased to the customer customers,
01:37let me see bigger money and Saya스.
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