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Cloud earnings, sedimentary software and the Team Plant

30 October 2023

Justin Warren

Subscriber Only

Things to note

It's cloud reporting season. Microsoft revenues are up with Azure and other cloud up 29% YoY.

Google/Alphabet revenue is up 11% YoY and net profit up 42% YoY.

The Line thought Microsoft would do worse, and Google better, so it was both happy and sad.

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