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 ...

Core Insights - Booking Holdings announced a $457 million accounting writedown on its Kayak brand due to expected reductions in cash flows and increased customer acquisition costs [1] - Kayak's CEO attributed the challenges to the rise of large language models and changes in Google's advertising strategy, which has led to increased spending on paid ads [2][5] Group 1: Impact of Google's Changes - Kayak has had to replace free traffic from search engine optimization (SEO) with paid traffic on Google, resulting in higher customer acquisition costs [3] - Google's shift towards AI-driven answer formats has reduced the visibility of free links, making it necessary for companies like Kayak to invest more in paid advertising [4][5] - The increase in Google's paid clicks by 4% year-over-year and a 12% rise in search revenue indicates that Google's growth is primarily driven by higher prices rather than increased volume [5] Group 2: Industry-Wide Effects - Other companies in the travel sector, such as Trivago and Tripadvisor, are also experiencing the negative impacts of Google's changing ad formats and the decline of SEO [6] - Trivago's brand value decreased from €75.61 million ($87.7 million) to €45.34 million ($52.6 million) over the past year, reflecting a significant impairment charge of €30 million ($34.8 million) on its intangible assets [7] - Tripadvisor's brand value also fell from $43 million to $36 million within the same timeframe, indicating a broader trend affecting legacy metasearch businesses [8]

Google parent Alphabet (GOOG, GOOGL) reported third quarter revenue and earnings on Wednesday that surpassed Wall Street's expectations following a slew of AI deals involving its cloud segment. The stock jumped more than 5% Thursday morning following the results. Alphabet reported quarterly revenue of $102.4 billion for the three months ended Sept. 30, ahead of the $99.85 billion expected by Wall Street analysts tracked by Bloomberg and up from $88.3 billion in the same period last year. The sales grow ...

Google parent Alphabet (GOOG, GOOGL) reported third quarter revenue and earnings on Wednesday that surpassed Wall Street's expectations following a slew of AI deals involving its cloud segment. The stock jumped more than 5% Thursday morning following the results. Alphabet reported quarterly revenue of $102.4 billion for the three months ended Sept. 30, ahead of the $99.85 billion expected by Wall Street analysts tracked by Bloomberg and up from $88.3 billion in the same period last year. The sales grow ...

Hey there, Morgan. So, we got shares moving three and a half% higher in the after hours. Now, with EPS, uh, Alphabet reporting a gap EPS number here of 287.That's not comparable to analyst estimates due to a onetime three.5 billion charge that they got from the European Commission. That's related to distorting competition in the adtech market. Now, revenue, that's a big beat here, 102.35% billion.The street was expecting to see 99.89% billion. I've also got a cloud revenue for number for you for Q3. That's ...

Financial Performance - Alphabet's quarterly sales surpassed analysts' estimates [1] Business Performance - Cloud unit's performance is a key driver of Alphabet's sales growth [1] - AI startups are seeking Google's support and computing power, boosting the cloud unit [1]