Alphabet (GOOGL, Buy, raising target to $185 from $166) Quick Thoughts Ahead of Thursday's Print
Ahead of results on Thursday PM, we review the KPIs going into the print (including an increase to our capex estimates, again), what to look and listen for in the earnings release and conference call, our top questions for management, and potential positive and negative catalysts for GOOGL.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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