Here's What Key Metrics Tell Us About Alphabet (GOOGL) Q4 Earnings

Core Insights - Alphabet reported a revenue of $97.23 billion for the quarter ended December 2025, marking a 19.1% increase year-over-year and exceeding the Zacks Consensus Estimate of $94.79 billion by 2.58% [1] - The company's EPS for the quarter was $2.82, up from $2.15 in the same quarter last year, representing a surprise of 9.73% compared to the consensus estimate of $2.57 [1] Financial Performance Metrics - Total Traffic Acquisition Costs (TAC) were reported at $16.6 billion, slightly above the average estimate of $16.18 billion [4] - The headcount was 190,820, slightly below the estimated 191,102 [4] - Revenue from the United States was $55.44 billion, exceeding the estimate of $54.08 billion, with a year-over-year growth of 17% [4] - Revenue from Other Americas (Canada and Latin America) was $6.87 billion, slightly below the estimate of $6.92 billion, reflecting a year-over-year increase of 19.8% [4] - Revenue from APAC was $18.53 billion, surpassing the estimate of $17.85 billion, with a year-over-year growth of 22.2% [4] - Revenue from EMEA was $33.06 billion, exceeding the estimate of $32.4 billion, representing a year-over-year increase of 17.3% [4] - Revenue from Google properties was $74.46 billion, above the estimate of $72.98 billion, with a year-over-year growth of 15.4% [4] - Google Cloud revenue reached $17.66 billion, surpassing the estimate of $16.25 billion, with a significant year-over-year increase of 47.8% [4] - YouTube ads generated $11.38 billion, slightly below the estimate of $11.82 billion, with a year-over-year growth of 8.7% [4] - Google advertising revenue was $82.28 billion, exceeding the estimate of $80.97 billion, reflecting a year-over-year increase of 13.6% [4] - Revenue from Google Search & other was $63.07 billion, surpassing the estimate of $61.27 billion, with a year-over-year growth of 16.7% [4] - Revenue from Google Network was $7.83 billion, slightly above the estimate of $7.8 billion, but showing a year-over-year decline of 1.6% [4] Stock Performance - Alphabet's shares have returned +8.1% over the past month, outperforming the Zacks S&P 500 composite, which changed by +0.9% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]