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美股异动|谷歌盘后涨超6%,Q3营收飙升,AI热潮助推云业务增长
Sou Hu Cai Jing· 2025-10-30 00:12
Core Insights - Alphabet, the parent company of Google, reported a record third-quarter revenue of $102.3 billion, a 16% year-over-year increase, exceeding analyst expectations [1] - The company's net profit reached approximately $35 billion, reflecting a 33% year-over-year growth, driven by the expansion of digital advertising and cloud computing [1] - Alphabet is significantly investing in artificial intelligence (AI), with plans to increase capital expenditures to between $91 billion and $93 billion this year, a substantial rise from $52.5 billion in 2024 [1] Revenue and Profit - The third-quarter revenue of $102.3 billion marks a 16% increase compared to the previous year [1] - Net profit for the quarter was around $35 billion, which is a 33% increase year-over-year [1] Investment in AI - Alphabet is allocating hundreds of billions of dollars towards AI research and development [1] - The majority of the increased capital expenditure will be directed towards building data centers for developing and operating AI models [1] Cloud Computing Performance - The cloud computing division generated $15.2 billion in revenue for the quarter, representing a significant 34% year-over-year increase [1]
谷歌母公司第三季度营收首破1000亿美元 净利润同比增长33%
Feng Huang Wang· 2025-10-29 23:54
Core Insights - Alphabet's Q3 2025 revenue reached $102.346 billion, marking the first time quarterly revenue surpassed $100 billion, a 16% increase from $88.268 billion year-over-year, and a 15% increase when adjusted for constant currency [1][4] - Net profit for the quarter was $34.979 billion, up 33% from $26.301 billion in the same period last year [1][4] Financial Performance - Total revenue for Google Ads was $74.182 billion, a 13% increase from $65.854 billion year-over-year [4] - Google Cloud revenue grew by 34% to $15.157 billion, compared to $11.353 billion in the previous year [4] - Operating profit was $31.228 billion, a 9% increase from $28.521 billion year-over-year, with an operating margin of 30.5%, down 1.5 percentage points from the previous year [4] - Diluted earnings per share were $2.87, a 35% increase from $2.12 year-over-year [5] Stock Performance - Following the earnings report, Alphabet's stock price rose over 5% in after-hours trading [2] - The stock closed at $274.57, up 2.65% during regular trading, and further increased to $289.35 in after-hours trading, reflecting a 5.38% rise [3] Shareholder Returns - The board announced a quarterly cash dividend of $0.21 per share, payable on December 15, 2025, to shareholders of record as of December 8, 2025 [6] Executive Commentary - CEO Sundar Pichai highlighted the strong performance across all main business segments, emphasizing the rapid deployment of AI technologies and the growth in Google Cloud and subscription services [7][8]
谷歌母公司第三季度营收首破1000亿美元,净利润同比增长33%
Sou Hu Cai Jing· 2025-10-29 23:49
钛媒体App 10月30日消息,谷歌母公司Alphabet今天发布了截至9月30日的2025财年第三季度财报。财 报显示,Alphabet第三季度营收为1023.46亿美元,历史上季度营收首次突破1000亿美元,较上年同期的 882.68亿美元增长16%,按固定汇率计算同比增长15%;净利润为349.79亿美元,较上年同期的263.01亿 美元增长33%。其中,谷歌云业务收入为151.57亿美元,较上年同期的113.53亿美元增长34%。Alphabet 表示,今年资本支出将达910亿美元至930亿美元,高于此前预计的850亿美元和市场预期为806.7亿美 元。相关消息推动公司股价在美股盘后一度上涨约7%。(广角观察) ...
谷歌母公司Alphabet第三季度营收首破1000亿美元 净利润同比增长33%
Feng Huang Wang· 2025-10-29 23:47
Alphabet A类股(GOOGL)周三在纳斯达克交易所开盘报267.76美元。截至周三收盘,Alphabet股价上涨 7.10美元,报收于274.57美元,涨幅为2.65%。截至发稿,Alphabet股价在盘后交易中上涨14.78美元至 289.35美元,涨幅为5.38%。过去52周,Alphabet股价最高为275.34美元,最低为140.53美元。 第三季度业绩要点: ——营收为1023.46亿美元,较上年同期的882.68亿美元增长16%,按固定汇率计算同比增长15%; ·谷歌广告业务总收入为741.82亿美元,较上年同期的658.54亿美元增长13%;其中,谷歌搜索和其他收 入为565.67亿美元,较上年同期的493.85亿美元增长15%;YouTube广告收入为102.61亿美元,较上年同 期的89.21亿美元增长15%;谷歌广告网络收入为73.54亿美元,较上年同期的75.48亿美元下降3%; 北京时间10月30日,谷歌母公司Alphabet(NASDAQ: GOOG, GOOGL)今天发布了截至9月30日的2025财 年第三季度财报。财报显示,Alphabet第三季度营收为1023.46亿美 ...
Markets Fall Back on Fed Cut - Big Earnings After the Close
ZACKS· 2025-10-29 23:46
Key Takeaways The Fed Lowered Rates 25bps to the Lowest Level in 3 YearsThe Balance Sheet Has Been Frozen, Ending Years-Long PolicyEarnings Reports from MSFT, GOOGL, META & More After the CloseWednesday, October 29, 2025This afternoon provided to the biggest reverberations to today’s stock market, sending major indexes falling into negative territory upon the latest monetary policy from the Federal Open Market Committee (FOMC), whereby the Fed cut interest rates by 25 basis points (bps), to a range of $3.75 ...
Jim Cramer talks how the Fed and tech earnings moved markets Wednesday
Youtube· 2025-10-29 23:26
[Music] [Music] [Music] Hey, I'm Kramer. Welcome to Mad Money. Welcome to Crane America. People make friends. I'm just trying to make you a little bit of money. My job is not just to entertain you, but to educate, to do some teaching. Call me 1 800743 CNBC. Tweet me at Jim Kramer. The regular economy got a little help today. It was the help it needed. A quarter point rate cut from the Fed, which should immediately translate into lower borrowing costs for a variety of shorter term loans, although not necessa ...
Alphabet Is Next To $4 Trillion (NASDAQ:GOOG)
Seeking Alpha· 2025-10-29 23:00
Alphabet Inc., aka Google ( GOOG , GOOGL), reported Q3 '25 earnings after the bell on Wednesday. The stock was up around 2% at market close, and built on these gains in after-hours trading,I’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolv ...
盘后暴涨超7%!谷歌Q3业绩全面超预期,云亮眼,上调资本支出至930亿美元
美股IPO· 2025-10-29 22:58
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 ...
美联储再次降息25个基点 鲍威尔发声;世界首家!英伟达市值站上5万亿美元丨每经早参
Mei Ri Jing Ji Xin Wen· 2025-10-29 22:33
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) Reports Q3 Earnings: What Key Metrics Have to Say
ZACKS· 2025-10-29 22:31
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 ...