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Alphabet Inc. (GOOG)

Track the next or latest earnings date for Alphabet Inc., review consensus estimates, and see cached AI analysis for recent quarterly results.

Recent earnings news

First Eagle Investment Management LLC Sells 157,771 Shares of Alphabet Inc. $GOOG
www.marketbeat.com · 2 days ago

First Eagle Investment Management LLC reduced its holdings in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 2.1% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 7,369,114 shares of the information services provider's stock after selling 157

Investors Focus on Alphabet’s (GOOG) Growth Mode and Moonshot Potentials
finance.yahoo.com · 19 hours ago

Alpha Wealth Funds, LLC, an investment management company, released its Q1 2025 letter for the “Insiders Fund”. A copy of the letter can be downloaded here. The fund lost 7.14% in the quarter, tied to a 6.75% fall in March due to the War in Iran. This compares to the S&P 500’s -4.33% return ...

Alphabet Stock (GOOGL) Opinions on AI Integration and Market Performance | Quiver Quantitative
www.quiverquant.com · 3 days ago

Comments emphasize how these visuals ... upcoming earnings reports from related tech names. Overall, the dialogue reflects measured interest in the stock's positioning for sustained market participation. Note: This discussion summary was generated from an AI condensation of post data. Alphabet insid…

Alphabet and NVIDIA: The Biggest Mag 7 Winners This Earnings Season
sg.finance.yahoo.com · 11 hours ago

Alphabet posted a strong double-beat relative to our consensus estimates, crushing our EPS estimate by more than 90% and posting a 2.7% sales surprise. Earnings and sales were up 22% and 82%, respectively, with the stock’s reaction post-earnings also highly positive. Importantly, Google Cloud ...

Alphabet Class C stock (US02079K1079): AI investments and ad trends in focus after latest earnings
www.ad-hoc-news.de · 1 day ago

The company has been rolling out ... via Google Cloud. These initiatives require significant investments in data centers and specialized chips, contributing to elevated capital expenditures. Management framed these outlays as necessary to support future growth, according to statements during the Q1 …

Latest earnings date

Feb 04, 2026

Time not specified

Fiscal quarter: 2025-12-31

EPS estimate: $2.59

Revenue estimate: N/A

Market cap: $4054.15B

AI earnings summary

Management expects capital expenditures in 2026 to be in the range of $175-185 billion, nearly double the 2025 spend, focused on AI compute capacity for Google DeepMind and meeting significant cloud customer demand. The company anticipates remaining supply-constrained throughout 2026 due to strong AI demand across services.

Sentiment and reaction

NEUTRAL

Sentiment score: +60.00%

Post-earnings price reaction: -2.00%

EPS

Estimate: $2.59

Actual: $2.82

Surprise: +8.90%

Revenue

Estimate: $111.43B

Actual: $113.83B

Surprise: +2.20%

Financial highlights

• Operating income increased 16% to $35.9 billion with 31.6% operating margin • Net income rose 30% to $34.5 billion year-over-year • Google Cloud revenue jumped 48% to $17.7 billion, beating estimates of $16.2 billion • Google Services revenue grew 14% to $95.9 billion, driven by 17% growth in Search • YouTube advertising revenue increased 9% to $11.4 billion (missed estimate of $11.8 billion) • Traffic acquisition costs (TAC) were $16.6 billion vs $16.2 billion estimated • Other Bets posted $3.6 billion loss, including $2.1 billion Waymo stock compensation charge • Full-year revenue exceeded $400 billion for first time at $402.8 billion

Recent earnings history

Browse the calendar week
Date Quarter Report window EPS est. Revenue est.
Feb 04, 2026 2025-12-31 Time not specified $2.59 N/A