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Strategies & Market Trends : Quarter to Quarter Aggressive Growth Stocks

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To: Jack Hartmann who wrote (6621)7/23/2018 7:29:05 PM
From: Jack Hartmann   of 6925
 
GOOG Alphabet Q2 call notes (1205.50 +20.59)

Pleased with momentum in advertising businesses.
Expects continued slowing growth in TAC
Too little early to comment on GDPR impact -- working closely with partners and regulators.
Seeing extraordinary product growth in emerging markets; Chromebook units sales growing triple digits
G Suite seeing a lot of momentum
US and Asia accelerated; Europe was down a bit, please with growth across regions
YouTube growth very strong globally
Waymo has driven more than 8M autonomous miles; shifting focus towards commercialization
Asked about Verily 'other' bet, healthcare is a very important vertical
Cap-ex investment aggressive given outlook for growth
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