Key Takeaways Alphabet is expected to report Q2 earnings of $2.13 per share on $79.22B in revenues. GOOGL's Search and Cloud growth are fueled by Gen AI tools like Circle to Search and new AI partnerships. Capacity limits may affect Q2 Cloud revenues despite a 26% year-over-year growth estimate for the segment.Alphabet (GOOGL) is set to report second-quarter 2025 results on July 23. For second-quarter 2025, the Zacks Consensus Estimate for earnings is pegged at $2.13 per share, up by a penny over the past ...

In May, I wrote about Alphabet Inc. aka Google (GOOG, GOOGL) and this article will be a supplement to that article. Therefore, I will not analyze the financial issues here and what I have already analyzed inI started trading on the Moscow Exchange in 2005 as a private trader. Since 2010, I have been a financial markets analyst. I worked as an analyst in several brokerage companies in Russia and then in Ukraine since 2018. I also worked for a leading financial media outlet in Ukraine, covering global markets ...

Meta Platforms declined to sign the European Union's artificial intelligence code of practice because it is an overreach that will "stunt" companies, according to global affairs chief Joel Kaplan."Europe is heading down the wrong path on AI," Kaplan wrote in a post on LinkedIn Friday. "This code introduces a number of legal uncertainties for model developers, as well as measures which go far beyond the scope of the AI Act."Last week, the European Commission published a final iteration of its code for genera ...

On July 11, 2025, Rockland Trust Co disclosed the purchase of 50,959 shares of Alphabet (GOOGL 0.78%) in Q2 2025.What happenedAccording to a recent SEC filing, Rockland Trust Co increased its position in Alphabet by 50,959 shares in Q2 2025. After the trade, Rockland Trust Co reported holding 491,921 Alphabet shares, with a market value of $86.71 million on July 10, 2025. The fund’s total reported U.S. equity assets stood at $2.05 billion.What else to knowRockland Trust Co bought more Alphabet, raising the ...

Core Insights - Netflix reported strong Q2 2025 results, exceeding earnings estimates but slightly missing revenue expectations, while raising full-year revenue guidance [1][3][8] Financial Performance - Earnings per share for Q2 were $7.19, surpassing the Zacks Consensus Estimate of $7.07 and up from $4.88 year-over-year [3] - Revenues increased by 16% year-over-year to $11.08 billion, slightly below the consensus estimate of $11.09 billion [3] - For Q3, Netflix anticipates revenues of $11.53 billion and earnings per share of $6.87, both above consensus estimates [7] Business Resilience - The company remains unaffected by ongoing tariff issues, showcasing resilience in the entertainment industry during economic challenges [4] - The introduction of a low-cost advertising-supported service plan is expected to enhance resilience in a potentially worsening macroeconomic environment [4] Content Strategy - Strong performance was attributed to popular shows and movies, including "Squid Game," "Ginny & Georgia," and Tyler Perry's "Straw" [5] - Netflix has a promising lineup for the second half of the year, featuring anticipated releases such as "Wednesday" Season 2 and the "Stranger Things" finale [6] Revenue Guidance - Netflix raised its full-year revenue guidance to a range of $44.8-$45.2 billion, up from $43.5-$44.5 billion, driven by strong subscriber growth and advertising sales momentum [8] - The company launched its in-house ad tech platform on April 1, with international expansion commencing in the current quarter [8] - Management expects advertising revenue growth to double in 2025, indicating confidence in this new business segment [8] Investment Opportunities - Investors are encouraged to consider ETFs with significant allocations to Netflix, including First Trust Dow Jones Internet Index Fund (FDN), FT Vest Dow Jones Internet & Target Income ETF (FDND), and others [2][9][10][11][12][13]

Investors interested in Computer and Technology stocks should always be looking to find the best-performing companies in the group. Has Intuit (INTU) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.Intuit is a member of the Computer and Technology sector. This group includes 607 individual stocks and currently holds a Zacks Sector Rank of #6. The Zacks Sector Rank includes 16 different groups and is listed in order from best to worst in terms ...

Core Insights - Cloudflare (NET) stock has surged 87.3% over the past three months, significantly outperforming the Zacks Internet - Software industry's growth of 38.7% during the same period [1][5] - The stock's momentum is driven by success in Cloudflare One bookings, traction in its AI portfolio, and increased acceptance by U.S. federal agencies following FedRAMP certification [1][5] Valuation and Performance - Cloudflare is currently trading at a forward 12-month Price/Sales ratio of 27.72X, which is substantially higher than the Zacks Internet Software Industry's ratio of 5.7X, indicating a rich valuation [2][5] - Revenue growth has slowed, with guidance for 2025 indicating a growth rate of only 25%, down from previous years [5][9] Revenue Sources and Challenges - Approximately 49% of Cloudflare's revenues have come from outside the United States over the past five years, making it vulnerable to U.S. tariff policies [7] - The company is experiencing challenges with revenue recognition due to pool of funds deals, which can delay metrics like Dollar-Based Net Retention (DBNR) [8] Competitive Landscape - Cloudflare faces intense competition in both content delivery and cybersecurity sectors from companies like Amazon, Akamai, Palo Alto Networks, and Zscaler [10][12] - Competitors are leveraging advanced technologies and market expansion strategies, putting pressure on Cloudflare's market position [11][12] Financial Outlook - Cloudflare's operating margins are under pressure due to heavy investments in sales and marketing, particularly in international markets [14] - The company's bottom-line growth rate is projected to be in the mid-single digits for the full year 2025 [14] Earnings Estimates - Zacks Consensus Estimates for earnings per share (EPS) show a year-over-year decline of 10% for the current quarter, with a modest growth of 5.33% for the current year [15]

Wall Street analysts expect Alphabet (GOOGL) to post quarterly earnings of $2.14 per share in its upcoming report, which indicates a year-over-year increase of 13.2%. Revenues are expected to be $79.25 billion, up 11.1% from the year-ago quarter.The current level reflects an upward revision of 1.3% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.Before a company ...

Group 1 - Two new AI-powered browsers are set to launch, one from OpenAI and the other from Perplexity, generating significant attention and speculation in the market [1] - The report highlights the lack of detailed information available about these new browsers, indicating potential uncertainty regarding their features and market impact [1] Group 2 - The article references Rick, a Wall Street Journal best-selling author with over 20 years of experience in trading, emphasizing his expertise in the financial sector [1] - Rick's previous work includes the book "The Financially Independent Millennial," which aims to inspire readers about achieving financial independence [1] - The article notes that Rick's insights are covered by major publications, showcasing his influence and credibility in the business community [1]

Alphabet (GOOGL) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Over the past month, shares of this internet search leader have returned +5.9%, compared to the Zacks S&P 500 composite's +5.4% change. During this period, the Zacks Internet - Services industry, which Alphabet falls in, has gained 4.9%. The key question now is: What could be the stock's future direction?While media relea ...