Alphabet Reports Strong Q4 Earnings and Plans More AI Investment

Alphabet, the parent company of Google, reported better-than-expected financial results for the fourth quarter. The company’s revenue reached $113.8 billion, an increase of 18% compared to the same period last year. This performance surpassed Wall Street estimates.

For the first time, Alphabet’s annual revenue exceeded $400 billion. Despite these strong results, Alphabet’s stock price dipped slightly after the announcement.

The dip in shares was linked to the company's plans to significantly increase spending on artificial intelligence in 2026, as well as a small shortfall in YouTube advertising revenue. Even with these higher projected costs, Alphabet’s core business remains strong.

The stock dropped because Alphabet announced it would be spending much more on artificial intelligence in the future. Some investors are cautious about the increased costs.

Alphabet made $113.8 billion in revenue in the last quarter.

Alphabet's annual revenue passed $400 billion for the first time, marking a major milestone for the company.

There was a slight miss in advertising revenue from YouTube, which also affected the company's stock performance.

CNBC

Alphabet beat on top and bottom lines in its fourth-quarter earnings reported Wednesday, but the Google parent also said it expected to significantly increase its spending on AI in 2026. Shares of the company were down slightly in extended trading.

Schwab Network

Alphabet (GOOGL) will prove that it's the "best in class" when it comes to tech earnings, says Jawad Hussain. He believes the company's wide reach in the industry, from AI to Waymo to YouTube, all build a tech fortress that reinforce revenue.

24/7 Wall Street

Alphabet ( NASDAQ:GOOG )( NASDAQ:GOOGL ) is hitting its stride in artificial intelligence.

Reuters

Alphabet said on Wednesday it was targeting capital expenditure of $175 billion to $185 billion this year, in yet another aggressive ramp-up in spending from the Google parent as it deepens its investments to push ahead in the AI race.

WSJ

Tech giant's annual revenues surpassed $400 billion for the first time

Forbes

Alphabet will host its Q4 earnings call at 4:30 p.m. EST, with an option to listen in on its YouTube channel.

Proactive Investors

Alphabet Inc (NASDAQ:GOOG), Google's parent company, reported better-than-expected fourth quarter financial results, with both revenue and earnings per share exceeding Wall Street expectations. For the fourth quarter ended December 31, 2025, Alphabet reported consolidated revenue of $113.8 billion,...

CNBC

Broadcom shares rallied after Google reported earnings and surging capital expenditures for artificial intelligence. Nvidia stock also gained.

Bloomberg Markets and Finance

Scott Devitt, Wedbush equity research analyst, reacts to Alphabet's fourth-quarter earnings and spending plans on "Bloomberg The Close." The Google parent said it will spend $175 billion to $185 billion this year, compared with the $119.5 billion analysts expected.

Invezz

Alphabet (NASDAQ: GOOGL) shares experienced a rare post-earnings “hiccup” on Wednesday, as investors grappled with a massive spike in projected capital expenditures and a slight miss in YouTube advertising revenue. Despite the initial knee-jerk selloff, the underlying fundamentals of the search gian...

Yahoo Finance

Alphabet reported fourth quarter results that beat Wall Street estimates on both the top and bottom lines. Market Domination Overtime Anchor Josh Lipton and his guests, Spear Invest founder and chief investment officer Ivana Delevska and Neuberger Berman senior research analyst Dan Flax, discuss the...

Seeking Alpha

Alphabet Inc. delivered record Q4 sales, beating estimates on both lines and achieving 18% revenue growth with accelerating momentum. GOOG's growth was broad-based, led by Search at 17% and Google Cloud surging nearly 50%, while margins remained stable year-over-year. Management guides for $175–185...

FXEmpire

Alphabet dropped 6% on AI spending shock, then rebounded to +1.75%. The 50-day moving average at $321.02 holds the key to what happens next for the stock.

CNBC Television

CNBC's “Fast Money” team discusses the highlights from Alphabet's earnings report.

CNBC Television

Intelligent Alpha's Doug Clinton and Oppenheimer's Jason Helfstein join 'Closing Bell' to discuss what Clinton's focused on in Alphabet's earnings results, the appetite for capex and much more.

CNBC Television

Daniel Newman, The Futurum Group CEO, joins 'The Exchange' to discuss Newman's thoughts on Alphabet, if Google's strength will continue and much more.

Yahoo Finance

Market Domination Overtime Anchor Josh Lipton reports on the top stories for February 4, 2026. Josh and his panel discuss Alphabet's big fourth quarter earnings report.

The Motley Fool

Google Cloud revenue rose 48% year over year. The Gemini app now boasts more than 750 million monthly active users.

Investors Business Daily

Google stock wavered on Q4 earnings and revenue that topped consensus estimates with cloud sales growth a bright spot.

Zacks Investment Research

Alphabet Inc. (GOOG) came out with quarterly earnings of $2.82 per share, beating the Zacks Consensus Estimate of $2.57 per share. This compares to earnings of $2.15 per share a year ago.

TechCrunch

Alphabet declined to answer one of its investors buring questions about Google's AI deal with Apple on Wednesday's fourth-quarter earnings call. Instead of responding to an analyst's question about how the tech giant is thinking about AI partnerships, such as the one with Apple to power AI for Siri,...

Seeking Alpha

Alphabet delivered a solid Q4, with 18% YoY revenue growth and strong performance across key business lines. Despite a slight operating margin dip and surging CapEx, GOOGL's aggressive R&D and AI investments are justified by rapid Cloud and Gemini ecosystem growth. YouTube surpassed $60 billion annu...

Zacks Investment Research

Alphabet (GOOGL) came out with quarterly earnings of $2.82 per share, beating the Zacks Consensus Estimate of $2.57 per share. This compares to earnings of $2.15 per share a year ago.

Zacks Investment Research

Although the revenue and EPS for Alphabet (GOOGL) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

The Motley Fool

Alphabet has averaged a 25% annualized return since it went public. The tech giant currently has a market cap of more than $4 trillion.

The Motley Fool

Alphabet's quarterly results beat expectations across the board, led by strong cloud growth. The company continues to see demand for cloud and AI outstrip supply and is spending heavily to capitalize on the opportunity.

Seeking Alpha

Alphabet Inc. remains a Buy, driven by accelerating Search growth, surging Cloud momentum, and robust operating leverage. Q4 2025 revenue and EPS beat expectations, with GOOGL Search revenue up 17% YoY and Cloud revenue growth at 48%. Cloud backlog doubled to $240B, signaling sustained demand and ju...

CNBC Television

Alphabet beat on the top and bottom lines in its fourth-quarter earnings report on Wednesday, and said it expects to significantly increase spending on artificial intelligence in 2026.

New York Post

"We're seeing our AI investments and infrastructure drive revenue and growth across the board," CEO Sundar Pichai said.

CNBC

Alphabet announced Wednesday that its capex spend in 2026 could be more than double what the company spent in 2025. The capex will go toward AI compute capacity for Google DeepMind and to meet "significant cloud customer demand as well as strategic investments in other bets," Alphabet CFO Anat Ashke...

PYMNTS

When Alphabet outlined plans on its fourth quarter earnings call Wednesday (Feb. 4) to invest between $175 billion and $185 billion in capital expenditures during 2026, the range seemed to be less about ambition than necessity.

Seeking Alpha

Analysts expect a record-breaking Q4 2025, with revenue projected to hit approximately $211.3B and EPS at $1.97, driving Amazon to surpass $700 billion in annual revenue for the first time. The primary weight on the stock is the "stifling" capital expenditure trajectory. Amazon Web Services (AWS) re...

Seeking Alpha

Alphabet Inc. (GOOGL) Q4 2025 Earnings Call Transcript

The Motley Fool

Software stocks are plunging over a fear of disruption from AI. Something similar happened to Alphabet stock when ChatGPT first came out.

Reuters

Alphabet is taking on OpenAI with a gusto that underscores Wall Street's perception that the Google parent is the leader in AI, a turn of events from a year ago when investors thought it was badly lagging behind rivals and punished its stock.

Seeking Alpha

Alphabet delivered record Q4 2025 results with 18% revenue growth and 31% EPS growth, surpassing expectations. GOOGL's core segments—Search, YouTube, and Cloud—showed robust expansion, with Cloud revenues up 48% and margins rising to 30%. The market reacted negatively to $175–$185B 2026 CapEx guidan...

CNBC

U.S. proposes a critical mineral trade bloc. The EV market in China continues slowing down.

FXEmpire

A tech recovery supports US indices as Alphabet's AI forecast divides investors, Qualcomm disappoints, and traders await Amazon's key earnings update.

Proactive Investors

Google's parent delivered a strong end to 2025, beating forecasts on profit, revenue and cloud growth. Yet the shares fell in after-hours trading.

The Guardian

Alphabet reports $34.5bn profit and revenue soars 48% in recent quarter as it plans a sharp increase in AI spending

WSJ

Ad and cloud growth acceleration justify the recent surge in Alphabet's stock, but the blowout capex forecast still takes one's breath away.

Finbold

Wall Street analysts struck a more optimistic tone on Alphabet (NASDAQ: GOOGL) following the company's fourth-quarter earnings report, as stronger-than-expected results reinforced confidence in its cloud business and artificial intelligence strategy.

Seeking Alpha

Alphabet (GOOG) delivered an 18% revenue increase to $113.8B, beating expectations, driven by Google Services and Google Cloud acceleration. GOOGL signaled a sharp ramp in 2026 capex to $175B–$185B, well above consensus, highlighting intensified AI investment.

CNBC

Google parent Alphabet's shares were down in premarket trade on Thursday after the company beat Wall Street's expectations on earnings and revenue. The company said it would increase spending on artificial intelligence in 2026, which has spooked investors.

Barrons

Google plans a massive investment in AI data centers and the chips to fill them.

TechCrunch

Alphabet-owned YouTube's subscription and ad revenue is trending upwards. The company on Wednesday said it now has 325 million paying users across Google One and YouTube Premium, up from 300 million three months earlier.

Invezz

US stock index futures were largely unchanged on Thursday as investors digested mixed signals from corporate earnings, rising artificial intelligence spending plans, and continued volatility in the cryptocurrency market. The cautious mood followed a significant sell-off in software stocks that dragg...

Barrons

A rattled market will have to deal with another massive AI spending pledge.

Forbes

Google stock fell 5% after posting fourth quarter results that beat expectations, and predicted a doubling of capital expenditures to $180 billion, noted the Wall Street Journal.

Seeking Alpha

Alphabet (GOOGL) earns a buy rating, viewed as slightly undervalued after a post-earnings dip despite aggressive FY 2026 AI capex plans. Q4 results exceeded expectations: GAAP EPS $2.82 vs. $2.64 consensus, revenue $113.8B vs. $111.5B, with Google Cloud net sales up 48% YoY. Management guides for $1...

Fast Company

Invezz

Alphabet stock (NASDAQ: GOOGL) plunged over 7% in the pre-market trading on Thursday, despite beating revenue and profit estimates for the fourth quarter. The sharp sell-off came despite some impressive milestones like cloud and search firing and annual sales topping 400 billion dollars for the firs...

Market Watch

Google plans to spend up to $185 billion this year, and analysts say its data-center suppliers stand to benefit.

24/7 Wall Street

Alphabet ( NASDAQ:GOOG )( NASDAQ:GOOGL ) reported fourth-quarter earnings that exceeded analyst estimates, with full-year revenue exceeding $400 billion for the first time ever.

Benzinga

Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) reported better-than-expected fourth-quarter financial results Wednesday after market close.

Schaeffers Research

Alphabet Inc (NASDAQ:GOOGL) shares are down 6.1% to trade at $312.64, after the tech behemoth rattled investors with a capital expenditure forecast of $175 billion to $185 billion for the year, far exceeding expectations of roughly $115 billion.

Yahoo Finance

Alphabet's stock is under pressure despite reporting earnings that beat Wall Street expectations on Wednesday. The parent company of Google forecasted a massive increase in CapEx spending for 2026 ($180 billion). TD Cowen managing director and senior equity research analyst John Blackledge breaks do...

Investopedia

Alphabet (GOOGL) shares slumped Thursday after the Google and YouTube parent laid out massive spending plans to support its AI ambitions.

Market Watch

Shares declined Thursday as Google's staggering $185 billion capital-expenditure forecast overshadowed a blowout fourth quarter.

Zacks Investment Research

ETFs to watch as Alphabet's earnings beat Q4 estimates, but heavy AI-driven capex weighed on market sentiment.

Yahoo Finance

Alphabet stock is under pressure in Thursday's pre-market trading after the tech titan reported fourth quarter results that beat Wall Street expectations on the top and bottom lines. The Google parent company forecasted a massive increase in CapEx spending for 2026 ($180 billion).

NYTimes

Profits jumped 30 percent to $34.5 billion last quarter, and the tech giant is increasing its capital spending this year to as much as $185 billion.

Seeking Alpha

Alphabet Inc. maintains a Strong Buy rating, driven by robust Q4 results and a $400B annual revenue milestone. Google Cloud revenue surged 48% to $17.7B, with backlog doubling year-over-year to $240B, underlining AI-driven upsell momentum. 2026 CapEx guidance is $175–185B, nearly double 2025, but ju...

Proactive Investors

Shares of Google parent company Alphabet Inc (NASDAQ:GOOG) fell more than 2% to about $325 on Thursday following the company's fourth quarter earnings report, but analysts are maintaining a bullish stance, highlighting the company's accelerating AI and cloud adoption as key drivers for future growth...

Market Watch

While Google's cloud growth blew Wall Street away, a Stifel analyst worries it will be difficult for Microsoft Azure to accelerate growth in the near future.

Schwab Network

Robert Cantwell calls Alphabet's (GOOGL) latest earnings "really important" with investors putting their foot down on the Mag 7 company's $180 billion projected CapEx spending. He's wary on AI infrastructure moving forward, but he believes the company can use AI to strengthen its advertising revenue...

Zacks Investment Research

GOOGL's Q4 results shine as AI-driven growth in Search, YouTube, and Cloud propel revenues and earnings well past estimates.

Zacks Investment Research

Alphabet stock has led the Magnificent 7 over the last six month and yesterday's earnings report shows exactly why.

Seeking Alpha

Alphabet delivered strong Q4 2025 results, with Search and Cloud both achieving double-digit top-line growth. Alphabet's Cloud segment surged 48% Y/Y to $17.7B in revenue and $5.3B in operating income, driven by AI adoption and Gemini's market share gains. Alphabet is aggressively ramping CapEx, pla...

Benzinga

Strength of Gemini is driving Google Search and Cloud acceleration, Post said in a new investor note.

Seeking Alpha

Shares in Alphabet Inc. are tracking lower following the release of its Q4 results. GOOGL's results were positive, and the management team provided a positive outlook that included significant AI spending. I believe the declines are a healthy pause following a nearly 70% gain over the last six month...

Bloomberg Technology

Bloomberg's Caroline Hyde and Ed Ludlow discuss tech earnings as investors react to a huge capital expenditure increase from Google. Plus, Arm CEO Rene Haas explains the chip designer's outlook and growth in its data center business.

Seeking Alpha

Alphabet Inc. delivered a strong operational quarter with Search re-acceleration and Cloud margin inflection, but faces near-term headwinds from aggressive CapEx and rising costs. I'm downgrading Google to Hold, as I expect consolidation or a pullback as the AI trade remains uncertain and near-term...

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