Google vs. Microsoft: A $48 Billion Difference Investors Can’t Ignore!!
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Google just added approximately $48 billion in future contracted revenue while Microsoft’s backlog declined slightly. What does that tell investors about the AI cloud market? Alphabet (GOOGL) reported $567.7 billion in remaining performance obligations, compared with approximately $683 billion for Microsoft (MSFT). Jon Quast breaks down the contrasting quarterly trends, what RPO actually measures, and why massive future commitments don’t automatically guarantee future revenue or profits.
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