Alphabet's scale, AI edge, and broader ecosystem may give it the upper hand over The Trade Desk in digital ad space.
Alphabet is scheduled to report earnings after Wednesday's close. The stock ($GOOGL) hit a record high of $207.05/share in February 2025 and is currently trading near $190.
Coming into the Q2 2025 earnings today, Alphabet Inc.'s total revenue expectations of $94 billion for the quarter have remained stable since February. Operating profit and EPS have been grinding higher recently, due to the continued expected strength of the cloud business. Consensus is estimating Q2 Cloud revenue of $13.1 billion, flat since February 2025.
Alphabet reports their Q2 '25 financial results after the closing bell on Wednesday night, July 23rd, 2025. Analyst consensus is expecting $2.18 in earnings per share on $93.9-94 billion in revenue and $31.1 billion in revenue for expected y-o-y growth of 15%, 11%, and 13%, respectively. Advertising is still 74% of total GOOGL revenue as of the March '25 quarter, but the fact is that metric has been slowly declining from the low 80% range in 2022.
Cloud results from Alphabet, Amazon and Microsoft should show benefits from the explosive rise of AI agents.
Google-parent Alphabet Inc (NASDAQ:GOOGL) will announce second-quarter results after tomorrow's close.
Google reportedly wants to recruit news companies for an AI-related licensing project. The tech giant hopes to launch a pilot project with around 20 national news organizations, Bloomberg News reported Tuesday (July 22), citing sources familiar with the matter.
Alphabet (NASDAQ:GOOG) is set to publish its earnings on Wednesday, July 23, 2025. In the last five years, Google's stock has demonstrated a favorable one-day return in 55% of occurrences following its earnings announcements.
Alphabet (NASDAQ: GOOGL) has notably underperformed its mega-cap tech peers this year, yet a potential DOJ-driven breakup could unlock significant shareholder value by spinning off high-performing segments.
Rebounding and soaring over +20% in the last three months, Alphabet stock is now virtually flat in 2025 with the tech giant's much-anticipated Q2 results approaching on Wednesday, July 23.
The 'Fast Money' trader talk Google surging into earnings.
Alphabet's Google and OpenAI said their artificial-intelligence models won gold medals at a global mathematics competition, signaling a breakthrough in math capabilities in the race to build powerful systems that can rival human intelligence.