Alphabet Inc (GOOG)
Alphabet Earnings Preview: Q1 Earnings Hinge On Margins And The Cloud
Q1 earnings success hinges on demonstrating how massive AI investments will lead to durable margin expansion. Google Cloud is the primary battlefield: analysts seek 50% growth and a surge in Remaining Performance Obligations (RPO). Management must justify the $75 billion investment plan (Capex Trajectory) to avoid the "spending ahead of demand" narrative.
Google inks Pentagon deal for classified AI work despite uproar from employees warning of ‘irreparable damage'
The partnership surfaced on the same day that more than 600 Google employees wrote a letter to Pichai stating they were “deeply concerned” about the firm's negotiations with the Pentagon.
Google Signs A.I. Deal With the Pentagon
The Pentagon has also signed deals for using A.I. on classified networks with OpenAI and Elon Musk's xAI, amid a dispute with Anthropic.
Google Clears Pentagon to Use AI Tools in Classified Settings
Tech giant added language to contract to say its AI wasn't intended for domestic mass surveillance or fully autonomous weapons.
Here's what will take center stage as Alphabet gears up for earnings
Alphabet needs to prove that its massive investments in AI are driving revenue growth. The biggest payoff could be in the cloud.
Here's How Much Google Parent Alphabet's Stock Is Expected to Move After Earnings
Google parent Alphabet is due to report earnings Wednesday afternoon, with shares seen potentially hitting fresh records following the results.
Google expands defence ties with Pentagon AI agreement
Alphabet's Google has joined a growing list of technology firms partnering with the US Department of Defence to supply artificial intelligence models for classified operations, The Information reported on Tuesday. The agreement allows the Pentagon to use Google's AI systems for “any lawful government purpose”.
Alphabet Earnings Preview: Q1 2026
According to Visible Alpha consensus, Alphabet Inc.'s total revenues expected for Q1 2026 have increased to $106.9 billion from $101.5 billion in the fall. The Q1 consensus expectations for operating income and EPS have also increased due to a higher Cloud margin expectation. Looking ahead to Q2 2026, analysts now expect the Cloud business to generate a 29.8% operating profit margin, up 900 bps year over year.
Google signs classified AI deal with Pentagon, The Information reports
Alphabet's Google has signed a deal with the U.S. Department of Defense to use its AI models for classified work, the Information reported on Tuesday, citing a person familiar with the matter.
Meta, Google, OpenAI among Big Tech firms seeing top staff leaving to launch AI startups
Big Tech firms are increasingly seeing top researchers depart to launch their own AI ventures. Many are raising huge sums with months of setting up startups, as investors bet big on novel approaches to model architecture.
Google co-founder rips California billionaire tax: 'I fled socialism'
Google co-founder Sergey Brin slams California's proposed billionaire tax, likening it to the socialism he fled in the Soviet Union as a child in 1979.
Alphabet: All-Time Highs May Be Ahead
Alphabet Inc. is poised for a potential all-time high following Q1 earnings, driven by strong momentum and likely positive surprises. Consensus expects Q1 revenue of $107 billion, up 19% year-over-year, but GOOG has a strong track record of beating estimates. Cloud and AI segments are expected to deliver the highest growth, while ongoing investments may compress margins near-term but support long-term expansion.
