Alphabet Inc (GOOG)
Alphabet Q2: That's Why I Keep The Company In My Recommended Portfolio
Alphabet Inc. delivered strong Q2 results, with net revenue up 12% YoY, driven by robust growth across Search, YouTube, Google Play, and especially Google Cloud. Google Cloud's operating margin surged to 20.7%, reflecting successful AI adoption and efficiency, while overall operating profit rose 14% YoY. Management raised 2025 CapEx guidance to $85 billion, focusing on AI expansion; while aggressive, I trust Alphabet's proven leadership and strategic vision.
Alphabet: Who Said Search Can't Still Be Sexy?
Alphabet Inc. delivered a strong Q2, beating top- and bottom-line estimates, with Search and YouTube returning to double-digit growth and Google Cloud accelerating. AI-driven features are revitalizing Search, countering competitive threats, while YouTube's engagement and subscription initiatives diversify revenue streams. Google Cloud's robust revenue and margin growth justify the increased capex, with AI investments showing tangible returns across the business.
GOOGL Q2 Earnings Beat Estimates, Revenues Up Y/Y, Shares Rise
Alphabet's second-quarter 2025 results benefit from strong Search, advertising and Google Cloud revenues.
Alphabet delivers ‘cleanest print in a long time'
Alphabet Inc (NASDAQ:GOOG) reported stronger-than-expected second-quarter results, with revenue and earnings boosted by gains across Search, YouTube, and Cloud, as the company accelerates its pivot into artificial intelligence. Total revenue rose 13.8% year-over-year to $96.4 billion, beating Wall Street expectations by about 3%, while earnings per share reached $2.31, ahead of the $2.18 consensus.
Alphabet hit with EU antitrust complaint by six digital rights groups
Alphabet was targeted with an EU antitrust complaint from six human and digital rights groups on Thursday which urged EU regulators to investigate whether the tech giant complies with legislation requiring it to make it easier for users to uninstall software apps.
Alphabet: You'll Regret Not Getting On The AI Train
Alphabet Inc.'s Q2 results crushed expectations, driven by surging AI demand and explosive cloud profit growth, especially in operating margins. Google raised its AI-driven CAPEX forecast from $75B to $85B, signaling huge confidence in future AI-led profitability. Alphabet trades at a significant valuation discount to cloud peers like Amazon and Microsoft, despite superior cloud operating profit up-scaling.
Alphabet: The Most Important Earnings Number
Alphabet delivered a blowout Q2 2025, with every segment showing healthy growth and cloud revenues up 32% YoY. Google is doubling down on AI, committing $85 billion in CAPEX, positioning itself as an industry leader in AI and cloud. Valuation remains compelling among big tech, and I reiterate my Strong Buy rating—Google is my favorite stock right now.
Complete Breakdown of Alphabet's 2Q Earnings
AI Overviews and Mode boost Search queries 10% globally, signaling real traction in AI-native monetization.
ETFs to Soar Post Alphabet's Strong Q2 Earnings Results
Alphabet's strong Q2 results and AI momentum create opportunities among heavy GOOGL exposure ETFs like MAGS, IXP, FCOM and VOX.
Alphabet's Q2 Beat Proves It's Way Too Cheap
Alphabet Inc. delivered strong Q2 results, beating analyst estimates on both revenue and earnings per share. Revenue growth was broad-based, with Google Search showing robust 12% growth, easing concerns about AI-driven disruption. The company has a consistent track record of outperforming expectations, highlighting its operational strength and resilience.
Alphabet: Nobody Adds $10B In CapEx If Business Is Slow (Rating Upgrade)
Google's 2Q25 confirmed that it has a runway to growth supported by integrating AI into its scaled search engine and products. The stock is trading below its fair value of $228.67, currently at $198.43 if we count pre-trading gains. It's also cheapest among its peers, comfortably so. Investors should know that no one spends $10B more in CapEx on a slow growing business; the higher CapEx confirms that Google is on the right track.
Alphabet Q2: AI Search & Cloud Doing Great, But Be Wary Of ROI On Big Capex Spends
Alphabet's Q2 FY25 results reinforce my bullish stance, driven by AI-led growth in Search that is leading to strong user engagement and importantly, higher ad conversions. Google Cloud is showing signs of accelerated growth, evidenced by a surge in high-value deals and a robust backlog, supporting future revenue expansion. GOOGL stock remains undervalued versus peers and its own historical multiples.
