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Dan Salmon
  • Dan Salmon

Alphabet (GOOGL, Buy, $220 target) Implications for GCP’s cyber offer...

This morning Alphabet announced a definitive agreement to acquire Wiz for $32B in an all-cash transaction. The deal is expected to close in 2026, and if it does, it would be GOOGL’s largest ever and add to previous deals for Mandiant and Siempify to bolster GCP’s increasingly important cybersecurity offering.

Dan Salmon
  • Dan Salmon

GOOGL/AMZN/META: What does all this AI capex mean for D&A

We’ve updated our bottom-up AI depreciation analysis for GOOGL, AMZN and META after 2025 capex guidance was locked in and we published our latest AI capex update (see HERE, and our latest Cloud AI revenues are HERE).

Daniel Ives ... (+4)
  • Daniel Ives
  • Matthew Weiss
  • Michael Gerbino
  • Scott Devitt
Dan Salmon
  • Dan Salmon

GOOGL/AMZN: Updated Bottom-Up AI Revenue Builds for AWS & GCP

We have updated our bottom-up estimates for Amazon Web Services (AWS) and Google Cloud Platform’s (GCP) revenues from AI products and services. Key Takeaway: No changes to total annual revenue growth for both AWS and GCP but for both: 1) We now model lower annual AI revenues and a higher portion from non-AI services. 2) Our 2025 quarterly revenue growth (and margin) estimates are more 2H25 weighted for both AWS and GCP to better reflect supply constraints easing.

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