Subject: Re: Earnings : OCT 24
My simple minded forecast is for $76B in revenue with $1.45 of earnings

Appreciate your thoughts. I have picked up a few shares in the last year as a bit of a diversification play.

I really haven't put much thought into how to value it. Googled products are the second most prevalent in my daily usage (browser, search, sheets) after Apple. The little software company my wife works for is full Google Workspace. I also have school aged children and the screen time usage they are allowed is dominated by YouTube. Netflix is barely an afterthought to them.

Seems like decent indicators to me :)

Jeff