Consensus sees Alphabet's Q4 revenue at $96.69 billion, but our estimates point towards a more conservative $95.88 billion, with diluted EPS of $2.19 versus consensus of $2.12. Google Search and YouTube revenues are projected to grow at 10% and 11%, respectively in Q4, showing slower growth compared to Q3, primarily due to strong comparisons. Our projected EPS CAGR of 15.2% through to FY27 has been baked in, with further upgrades unlikely on a fundamental level if Google's pace of AI development continues to lag its competitors.
Investing in the right companies can help you significantly grow your savings. To aid you in your search, here are two industry-leading companies that possess strong competitive advantages that could potentially lead to a lifetime of compounding returns for investors.
Autonomous vehicle firm Waymo reportedly plans to test its vehicles — with a driver behind the wheel — in 10 new cities in 2025.
Google's stock shows strong growth potential, driven by significant gains in Search, AI, and Cloud, outperforming benchmarks with a 56.22% return. Google Cloud's rapid revenue and margin growth, alongside YouTube's substantial contributions, highlight the company's diversified and expanding revenue streams. Despite antitrust concerns, Google's extensive ecosystem and data advantage maintain its dominant market position, with a 90% search engine market share.
Alphabet's self-driving unit Waymo announced on Wednesday it plans to expand testing of its autonomous driving technology in over 10 new cities in 2025.
Mexico's President Claudia Sheinbaum said on Wednesday that her government will send a letter to Google after the internet giant said it would change the name of the Gulf of Mexico for users of Google Maps in the United States.
The DeepSeek sell-off has been overly done indeed, since Alphabet Inc./Google's DeepMind remains one of the market leaders in the large language model segment with the launch of Gemini 1.5 Pro/ Gemini 2.0. DeepMind's Gemini is likely to “demonstrate superior power, efficiency, and accuracy” as well, compared to its competitors with smaller parameters and a lower tokens context window. If anything, GOOG has successfully monetized its cloud offerings through growing top/ bottom-lines and expanding multi-year backlogs.
Google's maps division has reclassified the United States as a “sensitive country,” a designation it typically applies to nations with strict governments or border disputes, CNBC reported on Monday.
Alphabet Inc. (GOOG) closed at $197.07 in the latest trading session, marking a +1.7% move from the prior day.
In the latest trading session, Alphabet (GOOGL) closed at $195.30, marking a +1.82% move from the previous day.
Google's maps division on Monday reclassified the U.S. as a "sensitive country," a designation it reserves for states with strict governments and border disputes, CNBC has learned. The decision to elevate the U.S. to its list of sensitive countries illustrates the challenges Tech companies face in navigating the Trump presidency.
Google employees have begun a petition for "job security" as they expect more layoffs by the company. The petition calls on Google CEO Sundar Pichai to offer buyouts before conducting layoffs and to guarantee severance to employees that do get laid off.