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Google Earnings, Meta Earnings

Stratechery 04 May 2026 12h ago
Google Earnings, Meta Earnings
71
Relevance
3/25
Freshness
25/25
Authority
25/20
Brand Signal
14/15
Depth
4/15
Relevance Freshness Authority Brand Depth
Wall Street loved Google's earnings, and hated Meta's, even though the latter's core business was more impressive. The difference is that Google is monetizing its investments now (and it might be all Anthropic).
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