Alphabet Inc (GOOG)
Google's subscriptions rise in Q4 as YouTube pulls $60B in yearly revenue
Alphabet-owned YouTube's subscription and ad revenue is trending upwards. The company on Wednesday said it now has 325 million paying users across Google One and YouTube Premium, up from 300 million three months earlier.
Wall Street Breakfast Podcast: Alphabet's Growth Comes With A Capex Bill
Alphabet (GOOG) delivered an 18% revenue increase to $113.8B, beating expectations, driven by Google Services and Google Cloud acceleration. GOOGL signaled a sharp ramp in 2026 capex to $175B–$185B, well above consensus, highlighting intensified AI investment.
Analysts set Google (GOOGL) stock price target
Wall Street analysts struck a more optimistic tone on Alphabet (NASDAQ: GOOGL) following the company's fourth-quarter earnings report, as stronger-than-expected results reinforced confidence in its cloud business and artificial intelligence strategy.
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.
