Core Insights - Alphabet (GOOGL) reported $87.47 billion in revenue for Q3 2025, a year-over-year increase of 17.3% and an EPS of $2.87, up from $2.12 a year ago, exceeding Zacks Consensus Estimates for revenue and EPS [1] Financial Performance - Revenue exceeded the Zacks Consensus Estimate of $84.96 billion by +2.95% [1] - EPS surprised by +26.99% compared to the consensus estimate of $2.26 [1] Key Metrics - Total Traffic Acquisition Costs (TAC) were $14.88 billion, slightly below the average estimate of $15.01 billion [4] - Headcount increased to 190,167, surpassing the average estimate of 187,952 [4] - Revenue from EMEA was $29.91 billion, exceeding the estimate of $29.22 billion, representing a +17.4% year-over-year change [4] - Revenue from the United States reached $48.76 billion, above the estimate of $48.11 billion, with a +13% year-over-year change [4] - Revenue from Other Americas was $6.07 billion, slightly below the estimate of $6.14 billion, showing a +19.1% year-over-year change [4] - Revenue from APAC was $17.82 billion, exceeding the estimate of $17.15 billion, with a +22.5% year-over-year change [4] - Revenue from Google properties was $66.83 billion, above the estimate of $65.18 billion, representing a +14.6% year-over-year change [4] - YouTube ad revenue was $10.26 billion, surpassing the estimate of $10.03 billion, reflecting a +15% year-over-year change [4] - Google Network revenue was $7.35 billion, matching the average estimate, but showing a -2.6% year-over-year change [4] - Google Search & other revenue was $56.57 billion, exceeding the estimate of $55.15 billion, with a +14.5% year-over-year change [4] - Google advertising revenue was $74.18 billion, above the estimate of $72.52 billion, representing a +12.7% year-over-year change [4] - Google Cloud revenue was $15.16 billion, exceeding the estimate of $14.68 billion, with a +33.5% year-over-year change [4] Stock Performance - Alphabet's shares returned +10% over the past month, outperforming the Zacks S&P 500 composite's +3.8% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [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]