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$GOOG 2Q15 Call: Watch time in YouTube now up over 60% YoverY. Co. is doing much better job with products and sales force to deliver for the creators on YouTube and do a better job of helping them monetize their content. One will see a lot of innovation coming from GOOG both on the service front, as well as on other products.
No better outlook on $MSFT. Even if the results beat a bit, the stock may move 4 to 6% higher, but won't go above $60.