About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

来源：环球市场播报 2026年2月4日，Alphabet发布截至2025年12月31日的第四季度及全年财务业绩。财报显示，公司全年营 收首次突破4000亿美元，Q4营收同比增长18%，AI技术驱动核心业务全面增长，谷歌云业务延续高增 速，整体盈利能力稳步提升，各项关键指标均呈现积极态势。 一、整体业绩概览：营收盈利双高增，规模效应凸显 谷歌服务作为核心营收板块，2025年Q4营收达958.62亿美元，同比增长14%，占总营收的84.2%，仍是 公司业绩的压舱石。细分业务中，谷歌搜索及其他业务同比增长17%，从2024年Q4的540.34亿美元增至 630.73亿美元，AI技术的深度融合推动搜索使用率创历史新高；谷歌订阅、平台及设备业务同样增长 17%，营收达135.78亿美元，消费者服务付费订阅用户超3.25亿，谷歌One与YouTubePremium成为核心 增长动力；YouTube广告业务增长9%，营收113.83亿美元，叠加订阅收入后，YouTube2025年全年总收 入突破600亿美元，实现里程碑式跨越。 （二）谷歌云：高增速领跑，AI需求成核心驱动力 谷歌云业务延续爆发式增长，2025年Q4营收17 ...

Alphabet Q4 results top estimates but spending plan spooks investors Proactive uses images sourced from Shutterstock Alphabet Inc (NASDAQ:GOOG), Google’s parent company, reported better-than-expected fourth quarter financial results, with both revenue and earnings per share exceeding Wall Street expectations. For the fourth quarter ended December 31, 2025, Alphabet reported consolidated revenue of $113.8 billion, up 18% year-over-year, compared with the consensus estimate of $111.3 billion. Net income i ...

Tech giant's annual revenues surpassed $400 billion for the first time ...

来源：滚动播报 ALPHABET股价盘后下跌5%，因2026年资本支出预测超出预期。 ...

Core Insights - Alphabet is expected to report its fourth-quarter earnings, with analysts anticipating significant interest in the results as the company has seen a stock increase of over 70% in the past six months, making it a top performer in 2025 [2][6] - The company has recently joined the $4 trillion club, alongside Nvidia, Microsoft, and Apple, highlighting its strong market position [2] Financial Performance - Earnings per share are projected at $2.63, with total revenue expected to reach $111.43 billion [9] - Google Cloud revenue is anticipated to be $16.18 billion, while YouTube advertising revenue is expected to be $11.84 billion [9] - Traffic acquisition costs are estimated at $16.20 billion [9] AI Developments - Alphabet has made significant strides in AI, including a deal to enhance Apple's Siri with its Gemini AI models, which could impact 2.5 billion active Apple devices [3] - The launch of Gemini 3 models received strong reviews, and the company introduced its seventh generation of tensor processing units, named Ironwood [4] - Google has also launched an AI feature called "Personal Intelligence" to provide personalized answers by integrating data from various apps [7] Strategic Moves - Alphabet's acquisition of data center company Intersect for $4.75 billion is aimed at bolstering its AI infrastructure, which is critical for meeting growing demand [5] - Waymo, Alphabet's driverless car unit, has expanded its robotaxi services to major U.S. cities and raised $16 billion in funding, valuing the company at $126 billion [10] Legal and Competitive Landscape - Google is appealing a federal ruling regarding its alleged monopoly in internet search, which may delay any potential remedies [8]

Group 1 - Alphabet's Q4 revenue reached $113.83 billion, surpassing analyst expectations of $111.4 billion [1] - Google Cloud revenue was reported at $17.66 billion, exceeding the forecast of $16.2 billion [1]

By Deborah Mary Sophia and Kenrick Cai Feb 4 (Reuters) - Alphabet said on Wednesday that capital expenditure could as much as double this year, in yet another aggressive spending ramp-up by the Google parent as it deepens investments to allay constraints on compute capacity and push ahead ​in the AI race. Alphabet and its Big Tech rivals are expected to collectively shell out more than $500 billion on AI this year. Meta last ‌week hiked capital investment for AI development this year by 73%, while Micr ...

Alphabet ( NASDAQ:GOOG )( NASDAQ:GOOGL ) is hitting its stride in artificial intelligence. ...

We came across a bullish thesis on Alphabet Inc. on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on GOOGL. Alphabet Inc.'s share was trading at $336.01 as of January 28th. GOOGL’s trailing and forward P/E were 33.17 and 29.85 respectively according to Yahoo Finance. Pixabay/Public Domain Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. (GOOGL) has decisively emerged as the dom ...