Core Viewpoint - Alphabet's financial performance in 2025 shows significant growth, driven by AI technology and the rapid expansion of Google Cloud services [2][4]. Financial Performance - Alphabet's total revenue for 2025 exceeded $400 billion, marking a 15% year-over-year increase [2]. - The net profit for 2025 reached $132.17 billion, a 32% increase year-over-year, with diluted earnings per share at $10.81, up 34% [4]. - In Q4 2025, net profit was $34.46 billion, a 30% increase year-over-year, and earnings per share were $2.82, up 31% [4]. - The overall operating profit margin remained stable between 31.6% and 32% [4]. Business Segment Performance - Google Cloud emerged as the fastest-growing core business, with Q4 2025 revenue of $17.66 billion, a staggering 48% increase year-over-year, and annual revenue surpassing $70 billion [4]. - Google Services continued to grow steadily, with Q4 2025 revenue of $95.86 billion, a 14% increase year-over-year [4]. - YouTube's combined revenue from ads and subscriptions exceeded $60 billion for the year, with paid subscription users totaling 325 million [4]. AI Technology Impact - The rollout of AI technology, particularly the Gemini 3 model, was highlighted as a key achievement, processing over 10 billion tokens per minute and reaching 750 million monthly active users [5]. - AI technology has significantly boosted search usage and advertising revenue [5]. - The company plans to invest $175 billion to $185 billion in capital expenditures in 2026, nearly doubling the $91.4 billion spent in 2025, focusing on technology development and infrastructure [5]. Regional Market Performance - All regions showed robust growth, with Q4 2025 revenue in the U.S. at $55.44 billion, a 17% increase year-over-year [5]. - The Asia-Pacific region led growth with Q4 2025 revenue of $18.53 billion, a 22% increase year-over-year [5]. Capital Operations and Shareholder Returns - Alphabet issued $24.8 billion in senior unsecured notes in November 2025 for general corporate purposes [6]. - A quarterly cash dividend of $0.21 per share was announced, to be paid on March 16, 2026 [6]. - Waymo, Alphabet's autonomous driving unit, completed a $16 billion financing round in February 2026, primarily supported by Alphabet [6].

Flash | 04 Feb 2026 17:13:48 ET │ 12 pages Alphabet Inc (GOOGL.O) 1st Impression: Ads & Cloud Revenue Growth Accelerates Y/Y on AI Demand, '26 CapEx Significantly Higher Than Expected CITI'S TAKE Alphabet's 4Q25 results came in better than expectations, led by Search and Cloud revenue growth significantly exceeding expectations. Total revenue of $114 billion (+17% Y/Y ex-FX) came in ~2% above consensus, led by Search revenue growth of +16.7% Y/Y and Cloud revenue growth accelerating to +47.8% Y/Y. OI of $36 ...

Group 1 - The article does not provide any relevant content regarding the company or industry [1]

当地时间2月4日，谷歌母公司Alphabet公布截至2025年12月31日的第四季度财报。2025年第四季度营收 同比增长18%，达1138.3亿美元；净利润增长30%至344.6亿美元，每股收益增长31%至2.82美元。 0:00 ...

Core Insights - The company achieved a historic financial milestone with annual revenue surpassing $400 billion for the first time, with quarterly consolidated revenue growing by 18% and annual revenue increasing by 15% [1] Group 1: Financial Performance - Annual revenue exceeded $400 billion, marking a significant milestone for the company [1] - Quarterly consolidated revenue grew by 18% year-over-year, while annual revenue saw a 15% year-over-year increase [1] Group 2: Cloud Business Growth - Google Cloud experienced explosive growth, with revenue increasing by 48% year-over-year and operating profit margin rising to 30.1% [1] - The management highlighted a surge in backlog orders, which reached $240 billion [1] Group 3: Core Business Drivers - The Gemini 3 platform is driving core business growth, with search revenue increasing by 17% and a notable rise in query volume and complexity under AI Mode [1] - YouTube's annual revenue exceeded $60 billion, benefiting from the integration of Gemini 3 into search and Workspace platforms, enhancing user engagement and ad targeting [1] Group 4: Capital Expenditure Guidance - For 2026, the company plans to significantly increase capital expenditures to $175 billion to $185 billion to address the demand for AI computing power [1] - Investments will focus on expanding data center capacity, procuring NVIDIA chips, and developing proprietary TPUs [1] Group 5: AI Development - The company is entering a new era of AI, transitioning from "tools" to "agents," with CEO Sundar Pichai emphasizing 2026 as the "Year of AI Agents" [1] - New platforms like Google Antigravity and universal business agreements are being launched to enable AI to autonomously handle tasks such as shopping, booking, and complex coding [1] Group 6: Waymo Valuation and Expansion - Waymo is undergoing a valuation reassessment as the commercialization of autonomous driving accelerates [1] - The company has completed its largest financing round to date, with weekly order volumes exceeding 400,000, and plans to expand driverless services to the UK and Japan by 2026 [1]

For the quarter ended December 2025, Alphabet (GOOGL) reported revenue of $97.23 billion, up 19.1% over the same period last year. EPS came in at $2.82, compared to $2.15 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $94.79 billion, representing a surprise of +2.58%. The company delivered an EPS surprise of +9.73%, with the consensus EPS estimate being $2.57.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how ...

当地时间2月4日，谷歌母公司Alphabet公布2025年第四季度财报，当季营收达到1138.28亿美元，同比增 长18%，超出市场此前预估的1114亿美元。 财报显示，旗下核心业务板块保持稳健增长态势：谷歌服务板块收入958.6亿美元，同比增长14%；谷 歌云业务表现亮眼，收入达176.6亿美元，同比大涨48%，超出市场预期。同时，AI大模型Gemini用户 规模持续扩张，第四季度月活跃用户数突破7.5亿，较上一季度的6.5亿实现显著增长。 Alphabet同步披露2026年资本支出指引，预计全年资本支出将在1750亿至1850亿美元之间，这一规模几 乎是2025年全年资本支出的两倍，远超市场此前预期的1195亿美元。该笔资金将主要用于AI基础设施 搭建，覆盖数据中心扩建、专用AI芯片研发及部署等相关投入，以支撑AI业务及云服务的持续扩张需 求。 市场有风险，投资需谨慎。本文基于第三方数据整理生成，仅供参考，不构成任何投资建议。 本文源自：市场资讯 作者：观察君 ...

谷歌母公司Alphabet周三表示，今年资本支出可能翻倍。在该公司加大投资以在人工智能角逐中保持领 先之际，这是其又一次激进的支出扩张。Alphabet股价在盘后交易中波动剧烈--先下跌6%后收复失地， 投资者权衡支出激增与营收和获利均飙升的影响。该公司第四季营收和获利均超出预期。该公司表示， 今年资本支出目标为1,750亿至1,850亿美元，远超分析师平均预期的1,152.6亿美元 。首席执行官皮查伊 (Sundar Pichai)在一份声明中表示，Alphabet上调支出预期"旨在满足客户需求，并把握我们面前日益增 长的机遇"。他补充道："我们看到人工智能投资和基础设施正在全面推动营收和增长。"该公司2025年 支出达914.5亿美元，主要用于服务器、数据中心及网络设备等AI基础设施建设。这与其预期的910亿至 930亿美元总支出规模相当。谷歌云业务的增长助力其股价缩减跌幅。 该部门第四季营收增长48%至 177亿美元，远超分析师平均预期的35.2%增幅。 来源：滚动播报 ...

I am bullish on Alphabet Inc. aka Google ( GOOGL , GOOG ), ( GOOG:CA ) but to be honest, I was a little apprehensive about Q4. Not because I thought the company would perform poorly, but becauseEquity 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 ...

I am bullish on Alphabet Inc. aka Google ( GOOGL , GOOG ), ( GOOG:CA ) but to be honest, I was a little apprehensive about Q4. Not because I thought the company would perform poorly, but becauseEquity 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 ...