营收破千亿！谷歌Q3业绩全面超预期，AI成最强“印钞机”

Core Insights - Alphabet's Q3 performance was characterized as "better than expected," with significant growth across revenue, net profit, and core business segments [5][6][9] Financial Performance - Total revenue for Q3 reached $102.35 billion, marking a 16% year-over-year increase and setting a new record for quarterly revenue [6] - Net profit for Q3 was $34.98 billion, a substantial increase of 33%, with diluted earnings per share at $2.87, up 35% from the previous year [9] - Operating profit, excluding non-recurring income, was $31.23 billion, maintaining an operating margin of 31%, which is high within the industry [10] Business Segments - Alphabet's business is divided into three main segments: Google Services, Google Cloud, and Other Bets [11] - Google Services generated $87.05 billion in Q3, a 14% increase year-over-year, accounting for 85% of total revenue [12] - Advertising revenue, a key component of Google Services, reached $74.18 billion, growing 12.6% year-over-year [12] - Google Cloud was the standout segment, with Q3 revenue of $15.16 billion, a significant 34% year-over-year increase, and operating profit of $3.59 billion, up 84.6% from the previous year [12] Capital Expenditure and Future Outlook - The company raised its full-year capital expenditure guidance to $91-93 billion, focusing on AI and infrastructure investments, which led to a more than 6% increase in stock price post-announcement [2][13] - CEO Sundar Pichai highlighted strong growth in new business areas, with a backlog of orders in Google Cloud reaching $155 billion [13]