Alphabet (GOOGL) reported $87.47 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 17.3%. EPS of $2.87 for the same period compares to $2.12 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $84.96 billion, representing a surprise of +2.95%. The company delivered an EPS surprise of +26.99%, with the consensus EPS estimate being $2.26.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall ...

Core Insights - Alphabet (GOOGL) reported $81.72 billion in revenue for Q2 2025, a year-over-year increase of 14.5% and a surprise of +2.82% over the Zacks Consensus Estimate of $79.48 billion [1] - The EPS for the quarter was $5.12, significantly higher than the $1.89 reported a year ago, resulting in an EPS surprise of +138.14% compared to the consensus estimate of $2.15 [1] Financial Performance Metrics - Total Traffic Acquisition Costs (TAC) were $14.71 billion, exceeding the average estimate of $14.1 billion [4] - Headcount increased to 187,103, surpassing the estimated 185,578 [4] - Revenue from EMEA was $28.26 billion, above the average estimate of $27.56 billion, reflecting a +14.5% year-over-year change [4] - Revenue from the United States reached $46.06 billion, compared to the average estimate of $45.12 billion, marking an +11.8% year-over-year increase [4] - Revenue from Other Americas was $5.74 billion, exceeding the average estimate of $5.5 billion, with a +16.1% year-over-year change [4] - Revenue from APAC was $16.48 billion, surpassing the estimated $15.55 billion, representing a +19.2% year-over-year increase [4] - Revenue from Google properties was $63.99 billion, above the average estimate of $62.12 billion, reflecting a +11.9% year-over-year change [4] - Google Cloud revenue was $13.62 billion, exceeding the estimate of $13.07 billion, with a +31.7% year-over-year increase [4] - YouTube ads generated $9.8 billion, surpassing the estimate of $9.52 billion, marking a +13.1% year-over-year change [4] - Google advertising revenue totaled $71.34 billion, exceeding the average estimate of $69.26 billion, reflecting a +10.4% year-over-year increase [4] - Revenue from Google Search & other was $54.19 billion, above the average estimate of $52.59 billion, representing a +11.7% year-over-year change [4] - Revenue from Google Network was $7.35 billion, slightly above the average estimate of $7.15 billion, but showing a year-over-year decline of -1.2% [4] Stock Performance - Alphabet's shares returned +14.7% over the past month, outperforming the Zacks S&P 500 composite's +5.9% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Analysts expect Alphabet (GOOGL) to report quarterly earnings of $2.14 per share, reflecting a year-over-year increase of 13.2% [1] - Revenue projections stand at $79.25 billion, indicating an 11.1% increase from the previous year [1] - The consensus EPS estimate has been revised upward by 1.3% over the past 30 days, showing analysts' reappraisal of initial projections [1] Revenue Estimates - Revenues from Google properties are projected to reach $61.86 billion, a change of +8.2% year-over-year [4] - Google Cloud revenues are expected to be $13.04 billion, reflecting a significant increase of +26% [4] - YouTube ad revenues are forecasted at $9.47 billion, indicating a +9.3% change from the prior year [4] - Total Google advertising revenues are estimated at $68.98 billion, with a year-over-year change of +6.8% [5] - Revenues from Google Search & other are projected to be $52.36 billion, a +7.9% increase [5] - Google Network revenues are expected to reach $7.15 billion, showing a decline of -4% [5] Regional Revenue Estimates - Revenues from EMEA are expected to be $27.45 billion, reflecting an increase of +11.2% [6] - U.S. revenues are projected at $44.74 billion, indicating an +8.6% change [6] - Other Americas (Canada and Latin America) revenues are estimated at $5.42 billion, a +9.7% increase [6] - APAC revenues are expected to be $15.19 billion, reflecting a +9.9% change [7] Other Key Metrics - Total traffic acquisition costs (TAC) are estimated at $14.07 billion, compared to $13.39 billion from the previous year [7] - The expected headcount is 185,578, up from 179,582 in the same quarter last year [8] - Alphabet shares have increased by +5.9% over the past month, outperforming the Zacks S&P 500 composite's +5.4% [8]

Core Insights - Alphabet (GOOGL) reported $76.49 billion in revenue for Q1 2025, a year-over-year increase of 13.2% and a surprise of +1.27% over the Zacks Consensus Estimate of $75.53 billion [1] - The EPS for the same period was $2.81, compared to $1.89 a year ago, representing a surprise of +39.11% over the consensus estimate of $2.02 [1] Financial Performance Metrics - Total Traffic Acquisition Costs (TAC) were $13.75 billion, exceeding the average estimate of $13.59 billion [4] - Headcount reached 185,719, surpassing the average estimate of 183,390 [4] - Revenue from EMEA was $25.92 billion, slightly above the estimate of $25.85 billion, reflecting a +9% year-over-year change [4] - Revenue from the United States was $43.96 billion, exceeding the estimate of $43.27 billion, with a year-over-year change of +13.5% [4] - Revenue from Other Americas (Canada and Latin America) was $5.23 billion, above the estimate of $5.01 billion, representing a +12.5% year-over-year change [4] - Revenue from APAC was $14.85 billion, surpassing the estimate of $14.33 billion, with a year-over-year change of +11.8% [4] - Revenue from Google properties was $59.63 billion, exceeding the estimate of $59.34 billion, reflecting a +9.9% year-over-year change [4] - Revenue from Google Cloud was $12.26 billion, above the estimate of $12.16 billion, representing a +28.1% year-over-year change [4] - Revenue from YouTube ads was $8.93 billion, slightly above the estimate of $8.90 billion, with a year-over-year change of +10.4% [4] - Revenue from Google advertising was $66.89 billion, exceeding the estimate of $66.29 billion, reflecting a +8.5% year-over-year change [4] - Revenue from Google Search & other was $50.70 billion, surpassing the estimate of $50.29 billion, with a year-over-year change of +9.9% [4] - Revenue from Google Network was $7.26 billion, above the estimate of $7.07 billion, but showing a year-over-year decline of -2.1% [4] Stock Performance - Alphabet's shares returned -5.9% over the past month, compared to the Zacks S&P 500 composite's -5.1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]