Alphabet Inc (GOOG)
Alphabet: Time To Load Up, As Cloud Business Hits Jackpot
Google Cloud's rapid growth and improving profitability are transforming Alphabet's investment thesis, now complementing its dominant Search and YouTube segments. Alphabet reported strong Q2 2025 results: 12% revenue growth, 40%+ operating margin, and Google Cloud revenue up 32% year-over-year. GOOG's robust free cash flow and aggressive capital expenditures position it to capitalize on cloud demand and future growth opportunities.
Alphabet Q2: AI Drives Up OPEX And CAPEX
Alphabet Inc.'s FQ2 earnings eased my concerns about AI-driven search competition. However, the AI arms race – both for hardware and top talent – has further intensified. GOOG's CAPEX and OPEX further escalated and raised concerns about future capital allocation and return on investment.
Unlocking Alphabet (GOOGL) International Revenues: Trends, Surprises, and Prospects
Evaluate Alphabet's (GOOGL) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.
Why Alphabet (GOOGL) is a Top Stock for the Long-Term
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Alphabet: All Ready To Storm To New Highs
Alphabet's AI upgrades and dominance in search continue to drive solid performances, countering fears of imminent disruption from AI competitors. Google's robust Q2 results have calmed fears, but its valuation suggests investors are still not fully convinced - an opportunity for us. Google is ramping up AI CapEx and leveraging its solid profitability to reinforce its competitive moat, while AI startups continue to burn cash.
Is Alphabet a Buy Amid Q2 Beat, AI Visibility and Attractive Valuation?
GOOGL tops Q2 estimates as AI investments fuel cloud and search growth, with shares gaining momentum on strong forecasts.
Investing In Innovation, Top Reasons To Consider Alphabet Stock
Alphabet's strong position in Cloud and AI, bolstered by the Wiz acquisition, drives above-market revenue growth and enhances its competitive edge. The market initially reacted negatively to the Wiz deal, but investor sentiment improved as Google's multi-cloud strategy and security offerings became clearer. The company's core Search business remains robust, with double-digit revenue growth fueled by successful AI integration, dispelling concerns about competition from generative AI.
Alphabet Q2 Results: Not Dying, Just Quietly Dominating
Alphabet remains mispriced, trading 11% below my fair value estimate, despite strong Q2 results and multiple growth drivers across its ecosystem. AI disruption fears are overblown; AI overviews and new features are driving more search queries, ad impressions, and engagement, not cannibalizing revenue. Google Cloud posted 31% YoY revenue growth, record margins, and a $106B backlog, justifying aggressive CapEx and establishing long-term vendor lock-in.
Alphabet's Q2 2025 Earnings Beat Expectations: Real Story Is Its Bold $85B Investment Plan
Alphabet's Q2 '25 results show robust revenue growth and continued dominance in Google Search, defying concerns about AI-driven competition. Google Cloud's rapid expansion and rising profitability underscore the success of Alphabet's strategic investments in cloud and AI infrastructure. Increased CapEx to $85B is a positive, growth-oriented move, supporting future expansion and higher-margin business segments, despite short-term market concerns.
Inside The AI Talent War: Why Alphabet Wins From Meta's Hiring Blitz
Meta's aggressive AI talent poaching weakens OpenAI more than Alphabet, giving DeepMind a strategic advantage in the AI race. Alphabet's DeepMind boasts superior retention, a mission-driven culture, and a robust pipeline, translating research into products for billions. Financially, Alphabet's diversified revenue, strong cash flow, and custom hardware enable it to outspend rivals and sustain innovation.
Alphabet: Still Undervalued, Caution Warranted
Alphabet's core Google business continues to deliver double-digit growth, with strong performance in search, YouTube ads, and subscriptions. Google Cloud is accelerating, with 32% YoY revenue growth and improving margins, but is driving a surge in capital expenditures. Massive capex for AI and cloud is pressuring free cash flow yields below 1%, raising concerns about long-term shareholder returns.
