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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Financial Performance - Alphabet Q3 revenue exceeded estimates, reaching $10235 billion [1] - YouTube ad revenue slightly better than expected, and overall Google ad revenue significantly better than expected at $7418 billion [2] - EPS beat expectations at $287 [2] - Google Cloud revenue at $1516 billion, exceeding the street's expectation of $1475 billion [6] Strategic Initiatives & Investments - Capex spend continues to ramp up to nearly $24 billion [1] - Full year capex expected to be $91 to $93 billion, up from the previously anticipated $85 billion, reflecting investment in AI data centers [6] - Google is seen as a clear AI winner in both advertising and Google Cloud Platform (GCP) [8] Market Dynamics & Competitive Landscape - Shares are up 6% in after-hours trading following the earnings release [3][7] - The stock had already rallied about 40% year-to-date heading into the report [5][7] - Analysts are super bullish, with some having price targets up to $300 a share [4] - Open AI poses a long-term risk to Google's core search business, but Google's AI overviews are driving increased search activity [4][10][11] - Larger platforms like Google, Meta, and Amazon are expected to continue to see good momentum in the digital ad market [16]

Core Insights - Alphabet Inc. reported stronger-than-expected third quarter results, driven by robust demand for AI services across its advertising and cloud businesses [1] - The company achieved total revenue of $102.35 billion, exceeding analysts' estimates of $99.89 billion, with a year-on-year revenue increase of 16% [1] - Profit for the quarter reached nearly $35 billion, or $2.87 per share, marking a 33% increase from the same period last year [2] Revenue Breakdown - Google Cloud revenue grew by 34% to $15.16 billion, surpassing estimates of $14.72 billion, fueled by enterprise demand for AI-driven infrastructure and data analytics [4] - Revenue from Google's core advertising business increased by 12.6% to $74.18 billion, exceeding the forecast of $71.79 billion, alleviating concerns about AI's impact on search dominance [6] Capital Expenditure and Investment - Alphabet raised its capital expenditure forecast for 2025 to $91–93 billion, up from $85 billion, primarily for expanding data centers to support AI operations [3] - This marks the third increase in spending outlook for 2025, following a reported $52.5 billion in 2024, highlighting the company's commitment to AI infrastructure [3] Strategic Direction - CEO Sundar Pichai emphasized the strong momentum driven by the company's AI strategy, noting double-digit growth across all major business segments and the rollout of AI-powered features in Google Search [7] - The workforce increased to approximately 190,000 employees, reflecting a growth of over 8,000 compared to the same period last year [8]

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 ...

Group 1 - Tech-focused Nasdaq 100 futures increased by +0.3% in after-hours trading, driven by a rise in Alphabet shares following its earnings report [2] - Declines were observed in shares of Microsoft and Meta Platforms, impacting overall market sentiment [2] - Benchmark S&P 500 futures remained relatively unchanged during the same trading period [2]

Google parent Alphabet is scheduled to report third-quarter results after the closing bell on Wednesday, with traders betting on a sizable move in the tech giant's stock. https://t.co/YVVwzxXZYq ...