Alphabet第三季度营收、利润及全年资本开支指引全面超出预期，营收首破1000亿美元，多个核心业务实现两位数增长。AI需求强劲带动云业务提速， 订单积压达1550亿美元。公司大幅上修全年资本开支至910-930亿美元，以加码AI和基础设施建设，盘后股价一度涨超7%。 搜索和其他营收： 三季度谷歌搜索和其他收入565.7亿美元，分析师预期549.9亿美元。 YouTube广告营收： 三季度YouTube广告营收102.6亿美元，分析师预期100.3亿美元。 谷歌母公司Alphabet周三盘后公布第三季度财报显示，该公司营收、利润以及全年资本开支指引均超出分析师预期，多个主要业务实现两位数百分比增 幅，Gemini APP拥有超过6.5亿月活用户数。良好业绩刺激该公司股价盘后一度上涨7.7%。 以下是谷歌第三季度财报要点： 主要财务数据： 营收： 谷歌母公司Alphabet三季度营收1023.5亿美元，分析师预期998.5亿美元；三季度ex-tac（不包含流量获取成本）营收874.7亿美元，分析师预期 851.1亿美元。 每股收益： 谷歌母公司Alphabet三季度净利润跃升41%，达到285亿美元；每股收益 ...

2025年10月 LT 口 / ↓ 商务部将于10月30日举行新闻发布会 期商务领域重点工作有关情况 2 阿里云：将于10月30日12时起，调整 务器ECS产品价格 3 摩尔线程首届MUSA开发者大会 4 欧元区9月失业率、三季度GDP数据公 5 美国10周25日当周首次申请失业救济 季度实际GDP年化数据将公布 1 习近平将同美国总统特朗普举行会晤 10月29日，外交部发言人宣布：经中美双方商定，国家主席习近平将于当地时间10月30日在韩国釜山同美国总统特朗普举行会晤，就中美关系和双方共同关 心的问题交换意见。（央视新闻） 2 隔夜市场 当地时间10月29日，美联储宣布将联邦基金利率目标区间下调25个基点到3.75%至4.00%之间。这是美联储继9月17日降息25个基点后再次降息，也是自2024 年9月以来第五次降息。 美联储主席杰罗姆·鲍威尔在新闻发布会上表示，美联储将继续根据最新数据、不断变化的经济前景以及风险平衡来确定适当的货币政策立场。针对12月的 政策走向，本次委员会会议的讨论中存在着截然不同的看法。12月是否进一步降息远未成定局。 鲍威尔指出，美国政府"停摆"将"对经济活动造成影响"。 此外，鲍 ...

Alphabet (GOOGL) reported $87.47 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 17.3%. EPS of $2.87 for the same period compares to $2.12 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $84.96 billion, representing a surprise of +2.95%. The company delivered an EPS surprise of +26.99%, with the consensus EPS estimate being $2.26.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall ...

Alphabet (GOOGL) came out with quarterly earnings of $2.87 per share, beating the Zacks Consensus Estimate of $2.26 per share. This compares to earnings of $2.12 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +26.99%. A quarter ago, it was expected that this internet search leader would post earnings of $2.15 per share when it actually produced earnings of $2.31, delivering a surprise of +7.44%.Over the last four quarters, th ...

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We are just getting alphabet earnings right now and it looks like another strong quarter here. We have Q3 revenue coming in above estimates 102.35% billion. The estimate was just shy of 100 billion.Capback spend also continues to ramp up nearly 24 billion. The estimate was just over 22 billion. Uh operating income did miss expectations.Uh YouTube ad revenue coming in slightly better than expected and overall Google ad revenue also coming in uh significantly better than expected 71 uh 74.18% billion versus t ...

Alphabet Inc. reported stronger-than-expected third quarter results, driven by robust demand for artificial intelligence (AI) services across its advertising and cloud businesses.The Google parent company posted total revenue of $102.35 billion, surpassing analysts’ estimates of $99.89 billion, according to LSEG data.Revenue climbed 16% year-on-year to $102.3 billion.Alphabet reported a strong July–September quarter, posting a profit of nearly $35 billion, or $2.87 per share, marking a 33% increase from the ...

Mackenzie Sagalas is digging into those numbers. Hey Mac, bet's results show clear upside from its AI push. The biggest concern going in was search, its core revenue engine, and a key read on both the ad market and whether Genai is starting to cannibalize the business.But that segment beat by one and a half billion dollars. Its chatbot Gemini now has 650 million monthly active users, not far behind chat GBT's 800 million weekly. Cloud also showing strength, topping estimates on the back of new AI deals with ...

Core Insights - Alphabet reported third-quarter results that exceeded analysts' expectations, marking the first time the company surpassed $100 billion in revenue, with earnings per share of $2.87, up from $2.12 year-over-year, and revenue of $102.3 billion, reflecting a 16% year-over-year increase [2][4][7] Revenue Breakdown - Google Cloud service generated $15.16 billion in revenue, up from $11.35 billion last year, surpassing the analyst consensus of $14.77 billion [3] - The Search and Other segment achieved $56.57 billion in revenue, a 14.5% increase year-over-year, exceeding estimates [3][7] Growth Significance - All segments of Alphabet experienced at least 10% revenue growth compared to the previous year, alleviating concerns about potential slowdowns in Google Search due to the rise of AI chatbots like ChatGPT [4][7] Capital Expenditure Plans - Alphabet's CEO indicated that the company is increasing its capital expenditures forecast for the year to between $91 billion and $93 billion, up from a previous estimate of $85 billion, to support data center expansion and AI infrastructure [5][6] Stock Performance - Following the earnings report, Alphabet's Class A shares rose over 5% in after-hours trading, with a total gain of 45% since the beginning of 2025 [6]

It hasn't been that long since my last analysis on Alphabet Inc. ( GOOGL ) ( GOOG ), and even so, the total return on GOOGL stock has already been almost 12%. At the time ofEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’s Disclosure:I/we have a beneficial lon ...