Alphabet Inc (GOOG)
Is Google Breaking Up? + Seasteading Is Back + Tool Time
“They are being dragged into change, kicking and screaming.”
Yahoo is ready to buy Chrome browser if Google is forced to sell
Internet company Yahoo Inc.—backed by owner Apollo Global Management Inc.—would bid for the Chrome web browser if a federal court orders Google to divest it as a remedy for maintaining an illegal monopoly, a senior executive said.
Google Earnings Beat on Strong Margins. The Stock Is Rising.
Google-parent Alphabet is facing risk on multiple fronts. Its search engine is under attack from AI, while courts are calling the business a monopoly.
Alphabet: The Bear Case Loses Steam
Alphabet delivered strong Q1 2025 earnings, alleviating investor concerns and boosting the stock by 5% after hours. Despite AI competition, paying 20x forward free cash flow for Google is attractive, given its diversified business and robust financials. Alphabet's 12% topline growth and 13% free cash flow increase demonstrate resilience, countering bearish views and supporting a buy rating.
Nvidia Stock Rises. What Alphabet and Intel Earnings Mean for the Chip Maker.
Alphabet executives reiterated their “strong relationship” with Nvidia as Intel struggles to get going in the artificial-intelligence chip race.
Alphabet delivers blowout earnings. But will Trump's tariffs spoil the party for UK investors?
For UK investors eyeing Big Tech as a source of stability in an uncertain market, Alphabet Inc's (NASDAQ:GOOG) latest results were the reassurance they needed, and then some. The Google and YouTube owner blew past expectations on both revenue and profits, proving that, even with AI disruption and geopolitical headwinds, it still knows how to make money hand over fist.
Alphabet Q1 2025 Earnings Update
On an FX adjusted basis, Alphabet increased its revenue by 14% in 1Q'25 (~200 bps headwind from FX). Both Google Services and Google Cloud posted their highest ever operating margins. Google Services had another mind-boggling ~70% incremental margin quarter. If Google can maintain its recent momentum in releasing SOTA models, I think Google One can be a pretty large business for them.
Alphabet says Waymo may offer robotaxis for personal ownership in future
Alphabet's Waymo self-driving taxis may be available for people to own in the future, CEO Sundar Pichai said on Thursday, just as electric vehicle maker Tesla gears up to roll out robotaxis this year in the United States.
Google remains committed to investing $75 billion in AI despite macroeconomic uncertainties
Alphabet plans to invest $75 billion despite economic uncertainties and tariffs. A market analyst says the elimination of the de minimis rule could reduce Google's ad revenue.
Alphabet Inc. (GOOG) Q1 2025 Earnings Call Transcript
Alphabet Inc. (NASDAQ:GOOG ) Q1 2025 Earnings Conference Call April 24, 2024 4:30 PM ET Company Participants Jim Friedland - Senior Director, Investor Relations Sundar Pichai - Chief Executive Officer Philipp Schindler - Senior Vice President and Chief Business Officer Anat Ashkenazi - Chief Financial Officer Conference Call Participants Brian Nowak - Morgan Stanley Doug Anmuth - JPMorgan Eric Sheridan - Goldman Sachs Ross Sandler - Barclays Mark Shmulik - Bernstein Mark Mahaney - Evercore Ken Gawrelski - Wells Fargo Ronald Josey - Citi Operator Welcome, everyone. Thank you for standing by for the Alphabet First Quarter 2025 Earnings Conference Call.
Alphabet: A Monopoly Business At A Reasonable Price
Alphabet Inc.'s Q1 2025 earnings surpassed expectations with $90.34B in revenue (+12% y/y) and $2.81 EPS (+49% y/y), showcasing strong business resilience. Despite a challenging start to the year for the stock, Alphabet's healthy financial performance and increased capital return program should bolster shareholder confidence. Alphabet's stock looks fairly valued at ~$169 per share, factoring in its $100B+ cash reserve, with a projected 5-year CAGR of ~15%.
Here's What Key Metrics Tell Us About Alphabet (GOOGL) Q1 Earnings
Although the revenue and EPS for Alphabet (GOOGL) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
