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《大行報告》花旗:Alphabet(GOOGL.US)次季業績優於預期 評級「買入」
花旗發表報告指,Alphabet(GOOGL.US)次季業績在大多數指標上都好過預期,印證該行觀點,即線上廣告大環境正在改善。花旗維持Alphabet「買入」評級,目標價130美元。 報告指,Alphabet次季營收爲746億美元,按年增長7%,比市場預期高出2%;營業利潤爲218億美元,比市場預期高9%;GAAP每股盈利爲1.4美元,比市場預期的1.34美元高。搜索業務營收按年增長5%,比預期高1%;YouTube業務營收按年增長4%,扭轉連續三個季度下滑趨勢;Google服務業務營運利潤率爲35.4%,按年增長100個基點。Google雲計算收入按年增長28%,高於市場預期的26%。
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