Let's bring in Kevin Green senior markets correspondent right away to help set up the action today and make sense of it all. Uh all right KG I didn't expect us to I think start as weak as we were because I I saw like the initial reaction as I recall to Alphabet Google was seem to be uh positive. Uh but before we dive into that, let's get your big picture take on markets and where they stand now.>> Yeah, we continue to see a lot of pressure when it comes to the technology stocks as well as communication serv ...

5 Feb 2026 CMB International Global Markets | Equity Research | Company Update Alphabet (GOOG US) Alphabet (GOOG US) - 4Q25 business performance 4Q25 results: AI continues to drive strong search and cloud business performance Alphabet reported 4Q25 results: total revenue grew by 18% YoY to US$113.8bn, 2% ahead of Bloomberg consensus estimate thanks to the strong growth of Google Search and Cloud revenue; operating income was up by 16% YoY to US$35.9bn, lower than consensus estimate of US$36.9bn, but mainly ...

For the quarter ended December 2025, Alphabet (GOOGL) reported revenue of $97.23 billion, up 19.1% over the same period last year. EPS came in at $2.82, compared to $2.15 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $94.79 billion, representing a surprise of +2.58%. The company delivered an EPS surprise of +9.73%, with the consensus EPS estimate being $2.57.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how ...

Wall Street analysts forecast that Alphabet (GOOGL) will report quarterly earnings of $2.58 per share in its upcoming release, pointing to a year-over-year increase of 20%. It is anticipated that revenues will amount to $94.7 billion, exhibiting an increase of 16% compared to the year-ago quarter.The current level reflects a downward revision of 0.4% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their ...

Key Points Alphabet topped $100 billion in revenue in Q3 2025 and had $24.5 billion in free cash flow. Its robust finances enable it to invest heavily in AI. Alphabet's full-stack AI approach is a key competitive advantage that could help it outperform the market. 10 stocks we like better than Alphabet › The tech sector is home to several of the largest publicly traded companies. One of the most successful is Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL), which recently reached a market cap of $4 trilli ...

Core Viewpoint - Alphabet (NASDAQ: GOOGL) is rewarding investors with a cash dividend of $0.21 per share, scheduled for December 15, 2025, reflecting the company's commitment to shareholder returns and financial maturity [1][4]. Dividend Information - The upcoming dividend payout follows a previous distribution on September 15, 2025, maintaining a quarterly schedule [2]. - The dividend yield is 0.30% based on a stock price of $278, with a payout ratio of 7.54%, indicating potential for future increases due to strong earnings [2][3]. - An investor with 100 shares will receive $21 this quarter, totaling $84 annually if the rate remains unchanged [4]. Financial Performance - In Q3 2025, Alphabet reported quarterly revenue exceeding $100 billion for the first time, marking a 16% year-over-year increase, while diluted earnings per share rose 35% to $2.87 [6]. - Growth was broad-based across various segments, including Google Search, YouTube ads, subscriptions, and cloud services [6]. - Google Cloud revenue increased by 34% to $15.2 billion, supported by advancements in AI infrastructure and generative AI solutions [6][7]. - The segment's backlog stands at $155 billion, indicating continued strength [7]. Investment and Cash Flow - Despite a significant rise in capital expenditures, which climbed 83% to $23.9 billion, Alphabet maintained robust financials with $73.6 billion in trailing free cash flow and $98.5 billion in cash reserves [7].

Core Insights - Alphabet Inc. (NASDAQ:GOOGL) is recognized as one of the best monopoly stocks to buy, with Evercore ISI raising the price target from $300 to $325 while maintaining an "Outperform" rating [1][2] Financial Performance - In Q3 2025, Alphabet's consolidated revenues increased by 16% year-over-year to $102.3 billion, with a 15% rise in constant currency [2] - Google Cloud revenues surged by 34% to $15.2 billion, driven by growth in core products, AI Infrastructure, and Generative AI solutions [3] Business Segments and Growth Drivers - Key segments such as Google Search & other, YouTube ads, Google subscriptions, platforms, devices, and Google Cloud all experienced double-digit growth in Q3 2025 [2] - The company is leveraging AI across its core segments, contributing to sustainable growth and demonstrating strong monetization of AI applications [3][4] Market Sentiment and Legal Environment - Positive market sentiment is bolstered by a favorable court ruling that allows Alphabet to retain its Chrome and Android businesses, which is seen as a significant advantage [4] - Despite increasing investments in AI, Alphabet has shown resilience in its search business, with no negative impacts reported from AI advancements [4]

Core Insights - Alphabet reported a net income of $34.9 billion for Q3 2025, reflecting a 33% increase from $26.3 billion in the same period last year [1] - The company's earnings per share rose 35% to $2.87 [1] - Consolidated revenues for Q3 2025 reached $102.3 billion, marking a 16% year-over-year increase from $88.2 billion in Q3 2024 [1] Google Services Performance - Google Services generated $87.1 billion in revenue, up 14%, driven by Google Search, subscriptions, platforms, devices, and YouTube advertising [1] - Google Cloud revenue grew 34% to $15.2 billion, supported by demand for core products, AI infrastructure, and generative AI solutions [2] Operating Income and Margins - Total operating income increased by 9%, with an operating margin of 30.5% [2] - Excluding a $3.5 billion charge related to a European Commission fine, operating income rose 22%, and the operating margin improved to 33.9% [2] Other Income and Growth - Other income showed a net gain of $12.8 billion, primarily from unrealized gains on non-marketable equity securities [3] - Alphabet anticipates capital expenditures for 2025 to be between $91 billion and $93 billion, reflecting growth across its businesses [3] CEO Commentary - CEO Sundar Pichai highlighted the strong performance, noting double-digit growth across all major business segments and the achievement of the first-ever $100 billion quarter [4] AI and User Engagement - The Gemini App has over 650 million monthly active users, indicating strong growth in new business areas [6] - Google Cloud ended the quarter with a backlog of $155 billion and over 300 million paid subscriptions, led by Google One and YouTube Premium [6]

Core Insights - Alphabet Inc. has demonstrated significant stock performance, with a 60.8% increase over the past year and a 44.5% rise in 2025, outperforming the S&P 500 Index and the Communication Services Select Sector SPDR ETF [2][3]. Financial Performance - In Q3 2025, Alphabet's total revenue reached $102.3 billion, marking a 15.9% year-over-year growth and surpassing analyst expectations of $99.9 billion by 2.4%. This quarter also saw Google Cloud revenues surge by 33.5% to $15.2 billion [4]. - The company's earnings per share (EPS) increased by 35.4% year-over-year to $2.87, exceeding consensus estimates [4]. Future Outlook - For the full fiscal year 2025, analysts project a 23.4% year-over-year growth in earnings, estimating EPS at $9.92. Alphabet has a strong history of surpassing earnings estimates, having done so in each of the past four quarters [5]. - Analysts maintain a consensus "Strong Buy" rating for Alphabet, with 42 out of 56 analysts recommending "Strong Buy" and only nine suggesting "Holds" [6]. Analyst Ratings - The bullish sentiment among analysts has slightly increased, with a recent upgrade from Oppenheimer analyst Jason Helfstein, who raised the price target from $270 to $300 while maintaining an "Outperform" rating [7].

Core Insights - Alphabet reported a strong Q3 2025 financial performance with total revenue of $102.346 billion, a 16% increase from $88.268 billion in Q3 2024, and a net profit of $34.979 billion, up 33% from $26.301 billion in the same period last year [1][3][5] Financial Performance - Total revenue for Q3 2025 was $102.346 billion, compared to $88.268 billion in Q3 2024, reflecting a 16% year-over-year growth [1][6] - Net profit reached $34.979 billion, a 33% increase from $26.301 billion in Q3 2024 [1][6] - Earnings per share (EPS) were $2.87, up 35% from $2.12 in the previous year, exceeding analysts' expectations of $2.27 [1][3] Revenue Breakdown - Google Services generated $87.052 billion in Q3 2025, with key segments as follows: - Google Search and other revenues: $56.567 billion, up from $49.385 billion [5] - YouTube ad revenue: $10.261 billion, up from $8.921 billion [5] - Google Network revenue: $7.354 billion, down from $7.548 billion [5] - Google subscriptions, platforms, and devices: $12.870 billion, up from $10.656 billion [5] - Google Cloud revenue was $15.157 billion, an increase from $11.353 billion in Q3 2024 [6] Cost and Expenditure - Total costs and expenses for Q3 2025 were $71.118 billion, up from $59.747 billion in Q3 2024 [6] - Research and development expenses increased to $15.151 billion from $12.447 billion [6] - Capital expenditures totaled $23.953 billion, an 83% increase from $13.061 billion in the previous year [7] Cash Flow and Dividends - Net cash provided by operating activities was $48.414 billion, up 58% from $30.698 billion [7] - Free cash flow reached $24.461 billion, a 39% increase from $17.637 billion [7] - The board announced a quarterly cash dividend of $0.21 per share for A, B, and C class shareholders [7] Strategic Developments - CEO Sundar Pichai highlighted the strong performance across major business segments and the achievement of over $100 billion in quarterly revenue for the first time [8] - The company is focusing on AI advancements, with the Gemini model processing 7 billion tokens per minute and over 650 million monthly active users [8][10] - Significant progress in quantum computing was reported, with the Willow chip achieving speeds 13,000 times faster than leading supercomputers [9] Market Performance - Following the earnings report, Alphabet's stock price rose by 6.79% in after-hours trading, reaching $293.20 [3] - The company's market capitalization stood at $3.32 trillion [3]