Alphabet (GOOG, GOOGL) 03 (Aug 24 - Dec 27)

[winston]

not vested

Alphabet beat earnings expectations with $102.35 billion in quarterly revenue, with the company increasing its projected AI spend for the year to as much as $93 billion.

The company saw 15% year-over-year growth in revenue from its Search business and other advertising revenue and according to CEO Sundar Pichai, the company’s Cloud business has a $155 billion backlog.

Source: Fortune

[winston]

not vested

Alphabet Inc. (GOOGL) reported a strong quarter that easily topped expectations. The company reported $2.87 earnings per share on $102.4 billion in revenue, surpassing Wall Street’s forecasts for $2.27 and $99.9 billion, respectively.

That’s a 35% jump in earnings and a 16% increase in revenue from a year ago. Not to mention its first-ever $100 billion quarter.

Alphabet’s advertising business remains rock solid, with Search revenue climbing to $56.6 billion and YouTube ads reaching $10.3 billion, both beating estimates.

The real breakout, though, was Google Cloud, which surged 34% to $15.2 billion, lifting its segment operating income to $3.6 billion – nearly double last year’s results. Meanwhile, the division’s backlog has grown to a staggering $155 billion.

Management also raised its 2025 capital spending forecast to between $91 billion and $93 billion. This reflects the massive investment it’s making to expand AI and data center capacity.

Bottom line: Alphabet proved that its AI investments are translating into real, measurable growth, which is also why it earns a “B” (Strong) in Stock Grader.

Source: Market 360

[behappyalways]

How $GOOGL makes money
https://x.com/Mayhem4Markets/status/1986166336708387318

[behappyalways]

Google Sued For Allegedly Using Gemini AI Tool To Track Users' Private Communications
https://www.zerohedge.com/ai/google-sue ... unications


It's not hard to see why Buffett bought $GOOGL for Berkshire
https://x.com/Mayhem4Markets/status/1990510957261660574

[behappyalways]

Google teases a partnership with major companies to develop AI glasses and XR headsets!
Connecting with Gemini and its own ecosystem will enhance the user experience and allow Google to grab a larger share of the Meta and Apple's wearable market.

Google預告攜手大廠攻AI眼鏡.XR頭盔!串聯Gemini.自家生態系體驗升級 大搶Meta.蘋果穿戴市場大餅｜非凡財經新聞｜20251209

https://m.youtube.com/watch?v=E78DMeYwedw

[winston]

by behappyalways

Google is the leader in search. There really is no competition.

https://x.com/Mayhem4Markets/status/2000204756900298927

[behappyalways]

Google just launched a direct attack on Nvidia's most valuable asset.
https://x.com/Ric_RTP/status/2001658339667619995

[winston]

not vested

Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) is an advertising powerhouse that is arguably the most important internet company in the world.

Who else can say that it has an overwhelming market share in internet search (Google, 90.8%) and also the top browser (Chrome, 71.2% market share)?

While that translates to a powerful advertising division that brought in $74.1 billion in revenue in the third quarter, the company's cloud computing division cannot be overlooked.

Google Cloud is the No. 3 cloud company in the world by market share and is rapidly growing. Revenue of $15.15 billion in the third quarter was up from $11.35 billion a year ago.

On top of that, Alphabet's Waymo division is live in the Phoenix metro area, as well as Los Angeles and San Francisco, with plans to roll out the service in Miami and Washington, D.C. -- an investment that Alphabet expects will lead to even more long-term profits.

Source: TMF

[behappyalways]

Apple Selects Google's Gemini To Power AI Siri
https://www.zerohedge.com/technology/ap ... er-ai-siri

[behappyalways]

Google Goes Wild After Hours After Beating Estimates, Projects Mindblowing CapEx
https://www.zerohedge.com/markets/googl ... wing-capex