Jul. 23 at 7:22 AM
$GOOGL Deepwater Asset Management‘s Gene Munster said Wall Street was paying too much attention to slight misses in Search growth and operating margins, calling Google Cloud’s 82% year-over-year growth “the most important number” in the report.
“The Cloud number is the most important number, and it was a massive beat,” Munster said on X, adding that, based on the results, “the stock should be up tomorrow.”