Can Strong Search and Cloud Growth Drive GOOGL's Q3 Earnings?

Core Insights - Alphabet's third-quarter 2025 results are anticipated to show strong performance driven by Search and Cloud businesses, with advertising revenues expected to reach $72.45 billion, reflecting a 10% year-over-year growth [1] - Google Cloud revenues are projected at $14.66 billion, indicating a robust 29% growth compared to the previous year [1] - Overall revenues for Alphabet are estimated at $84.71 billion, representing a 13.6% increase from the same quarter last year [1] Search Business - The Search segment is benefiting from the integration of AI technologies, with a market share of 90.4%, significantly ahead of competitors like Microsoft's Bing at 4.08% [4] - The Zacks Consensus Estimate for Search and other revenues stands at $55.09 billion, suggesting an 11.5% growth year-over-year [5] Cloud Business - Google Cloud is positioned as the third-largest provider in the cloud infrastructure market, holding a 20% market share, while Amazon leads with 30% [6] - The Cloud segment is experiencing growth due to strong demand for AI infrastructure and partnerships, particularly with NVIDIA, which enhances its offerings with advanced GPU technology [7][8] - The Zacks Consensus Estimate for Cloud revenues is currently pegged at $14.66 billion, indicating a 29.1% growth from the previous year [8]