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Dec 31, 2025
Alphabet Q4 2025 Earnings Report
Alphabet reported strong top-line growth and higher profitability in the fourth quarter of 2025.
Key Takeaways
Alphabet delivered solid Q4 results with double-digit revenue growth, higher operating income, and strong net income, supported by Search, YouTube, and improved performance at Google Cloud.
Revenue increased strongly year over year, exceeding $113 billion in Q4.
Net income rose significantly, reflecting improved operating leverage.
Google Cloud delivered higher revenues and a materially improved operating margin.
Capital expenditures increased sharply, highlighting continued investment in infrastructure and AI.
Revenue by Segment
Forward Guidance
The company reiterated a focus on long-term growth with continued investment in AI and cloud infrastructure while acknowledging macroeconomic and regulatory uncertainties.
Positive Outlook
- Continued strong demand for Search and YouTube advertising.
- Improving profitability at Google Cloud.
- Growing user adoption across AI-driven products.
- Robust cash generation supporting strategic investments.
- Scale advantages across core platforms.
Challenges Ahead
- Rising capital expenditures may pressure near-term free cash flow.
- Ongoing regulatory scrutiny in multiple regions.
- Competitive intensity in digital advertising and cloud services.
- Macroeconomic uncertainty affecting ad spending.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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