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22:02:41

Earnings High

GOOGL Fiscal Q2 earnings results Mkt cap ~$4.2T

Market reaction GOOGL Down after news See the exact price path, 1m/15m move, and volume context. Open the live tape free→

Earnings Updated

Results

EPS Beat 9.11 vs 2.88 est

Revenue Beat USD 119.8B vs USD 117B est

FY26 guidance

Adj EPS USD 4.01-4.05 vs USD 4.19 est

Q2 guidance

Non-GAAP EPS USD 6.28 vs USD 5.79 est

Adj EPS USD 1.9 vs USD 0.64 est

Q3 guidance

Non-GAAP EPS USD 6.05-6.15 vs USD 6 est

Key read

• Revenue $119.80B, est. $117.02B
• Revenue ex-TAC $103.62B, est. $101.07B
• Operating Income $40.77B, est. $40.55B
• Google Services Revenue $94.54B, est. $94.32B
• Google Cloud Revenue $24.77B, est. $22.46B
• Google Cloud Backlog $514B
• Google Advertising Revenue $81.63B, est. $81.12B
• Google Search & Other Revenue $63.27B, est. $63.28B (+17% y/y)
• YouTube Ads Revenue $11.06B, est. $10.81B
• CapEx $44.92B, est. $44.15B
• Gain on equity securities $99.03B
• Gemini app reached 950M monthly active users
• Has not sold any shares under its ATM program

23:00:29

Equities

Google still sees Fiscal Year 2027 capex increasing significantly, $GOOGL Mkt cap ~$4.2T

عربي

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22:59:54

Equities High

Alphabet sees FY CAPEX $195 bln to $205 bln, saw $180 bln to $190 bln $GOOGL Mkt cap ~$4.2T

Market reaction GOOGL Down after news See the exact price path, 1m/15m move, and volume context. Open the live tape free→

22:46:43

Technology

Google's Pichai states strong demand exists for AI infrastructure. Mkt cap ~$4.2T

22:13:50

General

Alphabet: Gemini models now process 22 bln API tokens per minute. $GOOGL Mkt cap ~$4.2T

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22:13:21

Technology

Alphabet's AI functionalities are enhancing the growth of search queries. Mkt cap ~$4.2T

عربي Market reaction GOOGL Up after news See the exact price path, 1m/15m move, and volume context. Open the live tape free→

15:06:15

Equities

Update: Qualcomm (QCOM). Google (GOOGL) and Samsung (005930 KS) are expanding their collaboration on Android Xr Beyond Galaxy headsets into intelligent eyewear Mkt cap ~$183B

17:03:05

Equities High

Google Unveils New Gemini AI Models, Begins Gemini 4 Pre-Training $GOOGL Mkt cap ~$4.3T

Google introduces Gemini 3.6 Flash, Gemini 3.5 Flash-Lite, and Gemini 3.5 Flash Cyber Google: Gemini 3.5 Pro is currently being tested with partners and will be broadly released once it is ready Google has started pre-training its next-generation Gemini 4 model Gemini 3.6 Flash priced at $1.50 per million input tokens and $7.50 per million output tokens Gemini 3.5 Flash-Lite priced at $0.30 per million input tokens and $2.50 per million output tokens

17:00:05

Equities

Google (GOOGL) Gemini 3.5 pro currently testing with partners, and plan to make it broadly available as soon as it’s ready Mkt cap ~$4.3T

• Introducing Gemini 3.6 flash, Gemini 3.5 flash-lite & Gemini 3.5 flash Cyber.
• Started pre-training for Gemini 4.
• Gemini 3.5 flash-lite priced at USD 0.3/1mln input tokens & USD 2.5/1mln output tokens.
• Gemini 3.6 flash priced at USD 1.50/1mln input tokens & USD 7.50/1mln output tokens.

13:49:14

Equities

Tae Kim states Google (GOOGL) is a secular short Mkt cap ~$4.3T

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13:42:13

Equities High

Update: European Commission will impose its first fine under the DMA on Thursday against Google (GOOGL), fine of up to ten percent of global annual revenue is possible, reports Handelsblatt Mkt cap ~$4.3T

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