We're going back to business. You're listening to Motleyful Money.

I'm Mary Long, joined today by David Meyer. David, good to see you. Thanks for being here.

Great to see you too. Thank you for having me.

Always a pleasure. The past two days, we've been talking tariffs on the show as that's been dominating a lot of the news cycle. But today we get what seems to be a reprieve from that talk

and gives us an opportunity to focus back on companies. We'll start with a familiar name that

reported earnings recently. and then we'll

hit on something that investors have probably heard about, but maybe don't have too many details on.

That familiar name is, in fact, alphabet. Big news with alphabet earnings is that cloud revenue

fell short of analyst expectations, but I want to give a little context to that number because that segment did see 30% revenue

growth in the fourth quarter, brought in $12 billion.

A year ago, the cloud unit brought in just over $9 billion in revenue.

30% growth on a couple billion, not a couple, several billion dollars is no small feat.

Wall Street isn't pleased.

We know that they're, they're pretty obsessed with meeting expectations. David, we take the

long-term view. So what say you? Does this kind of result 30% growth to $12 billion in cloud

revenue? Does that worry a long-term investor? Nope. Not one bit. Next question. So, yeah, we're talking, we're talking, you know, a small

miss, but we're also talking a very big market that is only getting bigger. So sure, you might

miss a little here, a little there along the way. But at the same time, right, we know that sometimes

you gain a little more here and gain a little more there along the way. So on average,

right, the misses and the shortfalls tend to negate each other. But cloud is not going away. I mean,

it's, it's, in some sense, it's a little comical that this happens all the time, but it is the nature

of the game now, right?

...