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
No recent earnings news is available right now.
Latest earnings date
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
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 |