Alphabet to report earnings: AI, ad momentum key to the fourth quarter
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Alphabet to report earnings: AI, ad momentum key to the fourth quarter
"Alphabet is set to report its fourth-quarter earnings Wednesday after the bell. Here's what analysts polled by LSEG are expecting: Earnings per share: $2.63 Revenue: $111.43 billion Wall Street is also watching several other numbers in the report. Here is what analysts polled by StreetAccount are expecting: Google Cloud: $16.18 billion YouTube advertising: $11.84 billion Traffic acquisition costs: $16.20 billion"
"Alphabet's latest earnings results will test how far the company can rally Wall Street's favor. As one of the Street's top performers of 2025, Alphabet's stock has risen more than 70% in the past six months. Last month, Google became the fourth member of the $4 trillion club, joining Nvidia, Microsoft and Apple as the other companies that have achieved that milestone."
Alphabet will report fourth-quarter earnings after the bell with analysts expecting EPS $2.63 and revenue $111.43 billion. StreetAccount projects Google Cloud revenue of $16.18 billion, YouTube advertising $11.84 billion, and traffic acquisition costs $16.20 billion. Alphabet's stock has climbed more than 70% in six months and recently reached a $4 trillion market cap alongside Nvidia, Microsoft, and Apple. Google announced a deal to integrate Gemini AI into Apple's Siri, potentially reaching 2.5 billion active devices. The company launched Gemini 3, rolled out Ironwood TPUs, and Waymo opened robotaxi freeway routes. AI serving capacity must double every six months to meet demand.
Read at www.cnbc.com
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