谷歌母公司Alphabet：法务纠纷的解决推高运营开支。 ...

Google's parent company Alphabet beat analyst estimates for its second-quarter earnings on Wednesday, but its stock faltered after Alphabet reported it would increase its capital expenditures by $10 billion this year. Investors have been closely monitoring Alphabet for signs of weakness as more and more people turn to ChatGPT instead of Google to find answers on the internet.The tech giant saw strong growth in its core search business, which was up over 11% year-over-year, fueled in part by the strong perf ...

Financial Performance - Alphabet's Q2 2025 revenues reached $96428 million, a 14% increase year-over-year compared to $84742 million in Q2 2024 [5] - Net income for Q2 2025 was $28196 million, up 19% from $23619 million in Q2 2024 [5] - Diluted EPS increased by 22% to $231 in Q2 2025, compared to $189 in Q2 2024 [5] - Income from operations increased by 14% to $31271 million in Q2 2025 from $27425 million in Q2 2024 [5] Costs and Expenses - Total costs and expenses increased by 14% to $65157 million in Q2 2025, matching the revenue growth rate [5] - Research and Development expenses increased by 16% to $13808 million [5] - General and Administrative expenses saw a significant increase of 65% to $5209 million [5] Segment Performance - Google Services revenues increased to $82543 million, with a 12% year-over-year growth [11] - Google Cloud revenues grew by 32% year-over-year, reaching $13624 million [13] - Google Cloud operating income increased significantly to $2826 million, with an operating margin of 207% [13] Cash Flow and Capital Expenditures - Capital expenditures for Q2 2025 were $22446 million, a 70% increase year-over-year [15] - Free cash flow for Q2 2025 was $5301 million, a (61)% decrease year-over-year [16] - Trailing twelve months free cash flow was $66728 million, a 10% increase year-over-year [16]

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, ...

Alphabet(GOOGL.O)2025年Q2营收964.3亿美元，去年同期为847.42亿美元，市场预期为939.4亿美元。 ...

智通财经7月24日电，ALPHABET第二季度营收964.3亿美元，预估939.7亿美元，第二季度每股收益2.31 美元，预估2.18美元。 ...

Core Insights - Alphabet is expected to report a 10.9% increase in revenue and 15% growth in earnings per share for the second quarter [1] - The company has faced challenges in stock performance compared to other major tech stocks, primarily due to concerns over AI chatbots impacting its search competitiveness [2] AI Developments - Google launched a new subscription tier, "Google AI Ultra," priced at $249.99 per month, providing access to advanced AI features [3] - The company announced the "AI Futures Fund" to invest in AI startups, offering financial support and resources [4] - Google has made significant talent acquisitions, including a $2.4 billion deal for Windsurf CEO Varun Mohan and other AI researchers [6] Cloud and Partnerships - OpenAI has added Google as a supplier for its ChatGPT service, utilizing Google's cloud infrastructure, which is a positive development for Google's cloud unit [5] - Google Cloud revenue for the quarter was reported at $13.11 billion [9] Operational Updates - Alphabet has implemented workforce reductions and buyouts across various divisions [7] - Waymo, Alphabet's self-driving car unit, achieved 100 million fully autonomous miles driven and is expanding into new markets, including plans for manual driving in New York [7][8] Financial Performance - Alphabet's total revenue for the quarter was $93.94 billion, with earnings per share at $2.18 [9] - YouTube advertising revenue was reported at $9.56 billion, and traffic acquisition costs were $14.18 billion [9] Challenges - The company experienced significant global outages in its cloud services, affecting major internet services [10]

Core Insights - Alphabet is set to report earnings with expectations of $2.15/share on $79.14 billion in revenue, while the Whisper number is $2.21/share [3] - The stock has shown volatility post-earnings, with a record high of $207.05/share in February 2025 and currently trading near $190 [2] Financial Performance - Earnings per share (EPS) have fluctuated: $2.64 in 2020, $5.00 in 2021, $4.72 in 2022, $5.74 in 2023, $7.79 in 2024, and projected $9.63 in 2025 and $10.24 in 2026 [4] - The current price-to-earnings (P/E) ratio is 23, comparable to the S&P 500 benchmark [4] Technical Analysis - The stock has risen significantly from a low of $140.53 in April and is currently 8.4% below its all-time high [5] - It is trading above its 50 and 200-day moving averages, indicating a potentially bullish trend [5] Company Overview - Alphabet Inc. was established in 2015 to manage Google's diverse ventures, allowing for greater focus on core internet services and independent operation of subsidiaries [6][7] - Under CEO Sundar Pichai, Alphabet has maintained its position as a leading technology conglomerate with a market capitalization exceeding $2 trillion [8][9] Revenue Streams - Alphabet's revenue is primarily driven by Google's advertising business, with significant contributions from YouTube and Google Cloud [9] - The company is involved in various sectors, including AI, cloud computing, and autonomous technologies [9][10]

Core Insights - VeriSign (NASDAQ: VRSN) is scheduled to announce its earnings on July 24, 2025, with historical data indicating a balanced outcome in one-day returns post-earnings announcements, achieving a positive return in 50% of cases with a median increase of 2.9% and a negative return in the other 50% with a median drop of -2.7% [2][7] Financial Performance - Analysts project earnings of $2.20 per share on revenue of $410 million for the upcoming quarter, reflecting an increase from the previous year's earnings of $2.01 per share on sales of $387 million [3] - VeriSign has a market capitalization of $27 billion, generating $1.6 billion in revenue over the past twelve months, with operating earnings of $1.1 billion and a net income of $791 million, indicating strong operational profitability [4] Trading Strategies - Traders may consider pre-earnings positioning based on historical probabilities, while post-earnings analysis can help in understanding the relationship between immediate and medium-term returns following the earnings release [6] - Historical data shows that there are 20 earnings data points over the past five years, with a 50% occurrence of positive one-day returns, which increases to 58% when considering the last three years [7] Correlation Analysis - A strategy involving the correlation between short-term and medium-term returns post-earnings can be beneficial, particularly if the correlation is strong, allowing traders to position themselves accordingly based on 1D and 5D return correlations [8]

近期，微信悄然开启了一项实用新功能的灰度测试，部分用户发现聊天界面新增了语音自动转文字并发送的便捷功能。 相关话题冲上微博热搜第一。 据用户反馈，在聊天框右侧的功能区中，多出了一个专门的语音输入按钮。点击该按钮后，按钮会变为醒目的绿色，此时用户说出的内容能被实时转换成 文字显示在输入框中。 此外，当用户完成语音输入后，只需连续说出"over over"这一指令，系统就会自动将转换好的文字消息发送出去，全程无需手动点击发送按钮。 对于双手忙碌或不便触屏的场景来说，这项功能显得尤为实用，例如开车、做饭时的场景可快速回复消息，尤其适合短句沟通。 不过目前该功能仍处于测试阶段，仅向小部分用户开放体验权限。 许多网友评价道："脑补地铁里全是'over over'的场景，太欢乐啦。"也有网友调侃道，"感觉自己像在用对讲机"、"像执行秘密任务"。 根据微博@财经网科技 发起的"你还希望微信更新哪些功能？ "的相关投票结果显示：在38008名参与者中，52.5%的网友希望微信更新好友单删微信提醒 功能；28.5%的网友希望微信更新朋友圈内容可编辑功能；10.3%的网友希望微信更新取消拍一拍功能；其他部分网友则希望微信更新可发 ...