E996 - Google Cloud Q3: Revenue Growth of 90%, 95%, or 100%
Published: October 20, 2026
Duration: 5:40
In today's Cloud Wars Minute, I explore why Google Cloud could achieve an astonishing 90% to 100% revenue growth rate in Q3.
Highlights
00:03 — We got some big numbers coming out later this week from SAP for Q3, and then next week we've got Google Cloud, Microsoft, ServiceNow, all on October 28 and October 29. Palantir will release its Q3 numbers the first week of November, but let's take a look here at Google Cloud's Q3.
00:25 — I think there's a very good chance the revenue growth for Q3 could be anywhere from 90% to 95%, even 100%. Let me show you the...