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 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 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.
Alphabet (GOOGL) came out with quarterly earnings of $2.82 per share, beating the Zacks Consensus Estimate of $2.57 per share. This compares to earnings of $2.15 per share a year ago.
Alphabet Inc. (GOOG) came out with quarterly earnings of $2.82 per share, beating the Zacks Consensus Estimate of $2.57 per share. This compares to earnings of $2.15 per share a year ago.
Alphabet Inc. delivered record Q4 sales, beating estimates on both lines and achieving 18% revenue growth with accelerating momentum. GOOG's growth was broad-based, led by Search at 17% and Google Cloud surging nearly 50%, while margins remained stable year-over-year. Management guides for $175–185 billion in 2025 capital expenditures, primarily for AI data centers, introducing uncertainty but supported by robust cash flows.
Alphabet will host its Q4 earnings call at 4:30 p.m. EST, with an option to listen in on its YouTube channel.
Alphabet Inc (NASDAQ:GOOG), Google's parent company, reported better-than-expected fourth quarter financial results, with both revenue and earnings per share exceeding Wall Street expectations. For the fourth quarter ended December 31, 2025, Alphabet reported consolidated revenue of $113.8 billion, up 18% year-over-year, compared with the consensus estimate of $111.3 billion.
Tech giant's annual revenues surpassed $400 billion for the first time
Alphabet said on Wednesday it was targeting capital expenditure of $175 billion to $185 billion this year, in yet another aggressive ramp-up in spending from the Google parent as it deepens its investments to push ahead in the AI race.
As the market digests the latest round of corporate earnings, all eyes have turned to Alphabet. Alphabet Inc. (GOOGL/GOOG) is reporting its fourth-quarter results Wednesday after the bell, with Wall Street setting a high bar for the search giant.
Alphabet ( NASDAQ:GOOG )( NASDAQ:GOOGL ) is hitting its stride in artificial intelligence.