Alphabet (GOOGL, Buy, $166 target) Highlights from Google Cloud Next Day 1 & Keynote
We took in the keynote and Day 1 at Google Cloud Next, where the company announced new enterprise-focused products and features. In this report, we review the biggest announcements and update our views on the implications for Google Cloud revenue growth and competitive positioning for Google Cloud versus AWS.Alphabet is a holding company. Through its subsidiaries, the company is engaged in a collection of businesses, which its primary business is Google. The company reports all non-Google businesses collectively as Other Bets. Google's main products and platforms are Android, Chrome, Gmail, Google Drive, Google Maps, Google Play, Search, and YouTube. The company also provides advertisers with tools that help them attribute and measure their advertising campaigns. In addition, Other Bets includes Access, Calico, CapitalG, GV, Verily, Waymo, and X, among others. Other Bets primarily engages in the sales of internet and TV services through Access as well as licensing and research and development services through Verily.
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