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Vulcan Value Partners states Google Cloud is now Alphabet's primary valuation driver, accounting for 40% of its value.
Investment management company Vulcan Value Partners stated in its Q2 2026 investor letter that Google Cloud has become the primary valuation driver for Alphabet (GOOG), now representing roughly 40% of its value for the company. The firm highlighted Google Cloud's accelerated revenue growth of 63% and margin expansion to 33% in Q1 2026, along with a 5X year-over-year backlog growth.
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