Alphabet Inc (GOOG)
Alphabet's earnings impressed. Its spending plans did not
Google's parent delivered a strong end to 2025, beating forecasts on profit, revenue and cloud growth. Yet the shares fell in after-hours trading.
Alphabet: Solid Results, Stock Down, Another Gift From The Market
Alphabet delivered record Q4 2025 results with 18% revenue growth and 31% EPS growth, surpassing expectations. GOOGL's core segments—Search, YouTube, and Cloud—showed robust expansion, with Cloud revenues up 48% and margins rising to 30%. The market reacted negatively to $175–$185B 2026 CapEx guidance, but I view this as a strategic investment strengthening GOOGL's AI-driven competitive moat.
Google goes from laggard to leader as it pulls ahead of OpenAI with stellar AI growth
Alphabet is taking on OpenAI with a gusto that underscores Wall Street's perception that the Google parent is the leader in AI, a turn of events from a year ago when investors thought it was badly lagging behind rivals and punished its stock.
Reeling From Software Stock Losses? Alphabet Investors Have Some Advice For You
Software stocks are plunging over a fear of disruption from AI. Something similar happened to Alphabet stock when ChatGPT first came out.
Alphabet Inc. (GOOGL) Q4 2025 Earnings Call Transcript
Alphabet Inc. (GOOGL) Q4 2025 Earnings Call Transcript
CNBC Daily Open: Alphabet capex plans spook investors, while AMD has a brutal day in markets
Panama will 'pay a heavy price" if it doesn't change course: Chinese government. Sen. Tim Scott said he thinks Powell didn't commit any crime.
Alphabet Bets $185B on Gemini, Agentic Commerce and Enterprise AI
When Alphabet outlined plans on its fourth quarter earnings call Wednesday (Feb. 4) to invest between $175 billion and $185 billion in capital expenditures during 2026, the range seemed to be less about ambition than necessity.
Google parent Alphabet latest tech giant to announce plans to spend billions on AI
"We're seeing our AI investments and infrastructure drive revenue and growth across the board," CEO Sundar Pichai said.
Alphabet: Full Valuation, Full Speed
Alphabet Inc. remains a Buy, driven by accelerating Search growth, surging Cloud momentum, and robust operating leverage. Q4 2025 revenue and EPS beat expectations, with GOOGL Search revenue up 17% YoY and Cloud revenue growth at 48%. Cloud backlog doubled to $240B, signaling sustained demand and justifying a significant CapEx ramp to $175–$185B in 2026.
Here's What Key Metrics Tell Us About Alphabet (GOOGL) Q4 Earnings
Although the revenue and EPS for Alphabet (GOOGL) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Alphabet won't talk about the Google-Apple AI deal, even to investors
Alphabet declined to answer one of its investors buring questions about Google's AI deal with Apple on Wednesday's fourth-quarter earnings call. Instead of responding to an analyst's question about how the tech giant is thinking about AI partnerships, such as the one with Apple to power AI for Siri, the question was completely ignored.
Alphabet: Q4 Reinforces A Generational Compounding Story
Alphabet delivered a solid Q4, with 18% YoY revenue growth and strong performance across key business lines. Despite a slight operating margin dip and surging CapEx, GOOGL's aggressive R&D and AI investments are justified by rapid Cloud and Gemini ecosystem growth. YouTube surpassed $60 billion annual revenue and 325 million paid subscriptions, while Google Cloud's run-rate exceeded $70 billion, highlighting scalable monetization beyond search.
