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Alphabet (GOOGL) has been holding up well recently even as other tech stocks come under pressure. Alphabet’s business model is built around turning massive global user engagement into revenue through advertising, cloud services, and a growing portfolio of AI‑powered products. More News from Barchart It reinvests heavily in long‑term bets like autonomous driving, health tech, and advanced AI, while its core Google ecosystem (Search, YouTube, Android, Maps, and Workspace) provides the stable, high‑margin ...

Google disrupts Chinese-linked hackers that attacked 53 groups globally | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A Google logo is seen at a company research facility in Mountain View, California, U.S., May 13, 2025. REUTERS/Carlos Barria/File Photo [Purchase Licensing Rights, opens new tab]- Companies- Summary- Google Sheets used by hackers to evade detection- Hacking group accessed 53 organizations across 42 countries, Goog ...

【核心洞察】当您的潜在客户开始习惯问DeepSeek"北京哪家工业设计公司靠谱"而非百度搜索时，一场关于"AI认知优先权"的争夺战已经打 响。GEO（Generative Engine Optimization，生成式引擎优化）不是SEO的升级版，而是AI原生时代的 战略基础设施。 一、为什么GEO成为2026年企业营销必选项？ 1. 用户行为迁移：从"搜索"到"询问"的范式革命 数据显示，AI对话平台月活用户已突破 2 亿+，72%的用户通过AI推荐完成消费决策。更关键的是用户行为模式的根本转变： 传统模式：用户输入关键词→浏览 10 条链接→自行甄别→决策（平均耗时 15 分钟） AI模式：用户自然语言提问→AI直接生成答案+推荐（平均耗时 30 秒） 商业 implications：如果您的品牌没有进入AI的"推荐名单"，您甚至不会出现在客户的"备选集"中。这不是流量多少的问题，而是 "存在性"危 机。 2. 成本效率重构：获客成本直降35%-50% 杭州某传媒公司实测数据显示： 传统投流：单条有效咨询成本 280 元，精准客群占比仅31.2% GEO优化后：单条有效咨询成本 182 元（降低35%）， ...

GoDaddy (GDDY) reported $1.27 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 6.8%. EPS of $1.80 for the same period compares to $1.42 a year ago.The reported revenue represents a surprise of +0.4% over the Zacks Consensus Estimate of $1.27 billion. With the consensus EPS estimate being $1.58, the EPS surprise was +13.64%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine the ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Alphabet Inc. (NASDAQ: GOOG ) reached my base case price target , indicating 12% upside, and was trading just $0.30 below my more upbeat price target indicating 26% upside, despite concerns on AI CapEx and return on investment, which led to a sell- ...

GoDaddy (NYSE:GDDY) Q4 2025 Earnings call February 24, 2026 05:00 PM ET Company ParticipantsAman Bhutani - CEOChristie Masoner - VP of Investor RelationsMark McCaffrey - CFONaved Khan - Managing Director of Equity ResearchYgal Arounian - Managing DirectorNone - Video NarratorConference Call ParticipantsArjun Bhatia - Partner, Co-Head Tech Equity Research, and Software AnalystJames Michael - Research AnalystKen Wong - Managing Director and Senior AnalystMark Zgutowicz - Senior Research AnalystSang-Jin Byun - ...

Financial Data and Key Metrics Changes - The company reported total revenue growth of 7% year-over-year, reaching $1.3 billion in Q4 2025, at the high end of guidance [21] - Annual revenue for 2025 was approximately $5 billion, representing an 8% growth [23] - Normalized EBITDA margin expanded to 32%, reflecting a 150 basis points increase over the prior year [25] - Free cash flow grew 19% to $1.6 billion, with a conversion rate of greater than 1:1 from Normalized EBITDA [25] Business Line Data and Key Metrics Changes - Applications and Commerce segment revenue grew 13% to $498 million, with an EBITDA margin improvement of 40 basis points to 47% [21] - Core Platform segment revenue increased by 3% to $776 million, driven by an 8% growth in aftermarket domains [22] - Total bookings grew 5% to $1.3 billion, with Applications and Commerce bookings up 11% and Core Platform bookings up 1% [22] Market Data and Key Metrics Changes - International revenue grew 10% to $420 million in Q4 2025, contributing to an annual international revenue of $1.6 billion, up 11% [21][23] - The company captured nearly 2 billion customer signals daily, enhancing its data-driven approach [2] Company Strategy and Development Direction - The company is focusing on leveraging AI to enhance customer experiences and operational efficiencies, with Airo being a key component of this strategy [7][9] - Airo is evolving into an agentic operating system for small businesses, aiming to streamline operations and improve customer engagement [10][14] - The company is expanding its go-to-market strategy to attract high-intent customers, optimizing the customer acquisition funnel [38][54] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's competitive advantages, including brand strength, domain leadership, and a robust data infrastructure [8][90] - The company anticipates that the new go-to-market strategy will lead to improved customer acquisition and retention, with a focus on high-value customers [31][82] - Management acknowledged the challenges posed by competitive dynamics but emphasized the company's adaptability and strategic positioning [104] Other Important Information - The company has made significant investments in AI, with the majority of new code now being AI-generated, enhancing development efficiency [93] - The new website builder, integrating AI features, is expected to launch soon, further enhancing the customer experience [17][70] Q&A Session Summary Question: Can you elaborate on the promotional offer with .com and its impact on bookings? - Management explained that the new go-to-market strategy aims to attract high-intent customers, and while it has impacted bookings, it is expected to improve over time as customer engagement increases [36][41] Question: How do you view the impact of AI costs on margins? - Management indicated a disciplined approach to AI costs, ensuring visibility and operational focus to maintain margins while investing in AI [42][45] Question: What are the expectations for active customer growth in 2026? - Management expressed optimism about attracting high-intent customers, which should positively impact active customer growth moving forward [81][82] Question: Can you clarify the impact of the new go-to-market strategy on bookings and revenue? - Management confirmed that while bookings may lag initially due to shorter contract terms, they expect bookings to strengthen throughout the year [56][60] Question: What advantages does the company have over newer entrants in the market? - Management highlighted the company's extensive data and established brand as key competitive advantages that facilitate the integration of AI into its offerings [90][91]

GoDaddy (NYSE:GDDY) Q4 2025 Earnings call February 24, 2026 05:00 PM ET Speaker14Nearly 2 billion customer signals captured every day. We have the experience, data, and infrastructure to lead the way with agentic open internet for small business. That's the advantage behind Airo, an advantage no one else can claim, and an agentic experience none can rival. Airo supports the entire customer journey. It starts by turning your idea into a website. Next, it grows your business, optimizing websites, improving ma ...

Sigourney Morisson Dressed New Orleans DRESSEDNEWORLEANS.COM Forward-looking statements and non-GAAP financial measures Q4 2025 Earnings Results February 24, 2026 © 2026 GoDaddy Inc. © 2026 GoDaddy Inc. Empower entrepreneurs everywhere, making opportunity more inclusive for all Our strategy This presentation contains forward-looking statements which are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These statements are based on estimates and information avail ...