Alphabet reports Q4 2025 earnings today after market close. After being one of only two Magnificent Seven companies that outperformed the S&P 500 last year, Wall Street is expecting EPS of $2.64, up nearly 23% year-over-year (YOY), on revenue near $113 billion, up around 15% YOY.
According to Visible Alpha consensus, Alphabet Inc.'s total revenues expected for Q4 2025 have increased to $111.4 billion from $108.8 billion last quarter. We are closely monitoring the trend of the Cloud business. The operating profit margin has been trending better. According to Visible Alpha consensus, Amazon.com Inc.'s total revenues of $211.6 billion expected for Q4 have remained steady since the October release, driven by resilience in Amazon's online retail business.
Alphabet faces high investor expectations following a year of significant stock growth, with the core focus being proof that massive capital investments in AI. Wall Street expects a strong quarter, projecting revenue of approximately $111.4 billion (+15.4% YoY) and earnings per share (EPS) of $2.64. Critical items for investors include updates on AI monetization (Gemini integration, Search evolution), the conversion velocity and margin expansion of Google Cloud.
The Justice Department and 35 states will appeal a September 2025 court ruling that allowed Google parent company Alphabet to keep its Chrome browser after losing an antitrust case. The plaintiffs said Tuesday (Feb. 3) in court papers that they will appeal the ruling, Reuters reported Tuesday.
Alphabet and Amazon's cloud services will be closely monitored and hopefully echo further AI-driven growth amid reemerging CapEx concerns among the Mag 7.
GOOGL's fourth-quarter 2025 results are expected to benefit from solid momentum in Search and Cloud businesses.
Google stock (GOOGL) has faced difficulties in the past. It decreased by over 30% in less than two months in 2022, resulting in a loss of billions in market value and wiping away significant gains in one correction.
A deal to buy wind and solar developer Intersect is the latest in a series of moves that have left Google well prepared for the power crunch facing data centers.
Alphabet Inc. remains a compelling Buy as YouTube's scale and growth reinforce the parent's value proposition. YouTube commands leading U.S. video market share, with ad revenue up 12.9% YoY and paid subscribers reaching 125 million. Estimated YouTube annual revenue ranges $52.8–$61.8 billion, potentially implying a standalone valuation up to $490 billion.
Alphabet's self-driving car unit Waymo on Monday said it raised a $16 billion funding round that values the company at $126 billion "post-money." The new infusion of cash, which doubles the last fundraising round, includes several new investors, the company said.
Alphabet unit Waymo has raised $16 billion in its latest fundraising round, valuing the self-driving car startup at $126 billion.
Alphabet (GOOGL) is scheduled to report fourth-quarter results after the market closes on Wednesday. Traders expect a substantial move in the shares after the report, potentially to new highs.