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Comment by grtteee

8 hours ago

No they choose not to break it out because under accounting principles you can get away with it.

Lmao don’t talk about subjects you clearly are not an expert in.

The only real metric one can use to gauge new investment is the marginal ROIC. Which is very noisy to say the least.

Ok..

So as I said: Google made around $20B in profit on 2025 Q4 which includes AI search.

Both revenue and profit grew with the introduction of AI search.

So where exactly is this big loss you speak so confidently of?

  • I did not comment on whether it was a loss or profit position.

    “Until the day comes that they properly break out the financials you, nor the other poster have any idea as to what the numbers are.”

    Until one of the private firms goes public nobody has a clean view of what the financials of a model business look like.