GOOGL
AlphabetGemini models, Google Cloud AI services, and in-house TPU accelerators.
Alerts for GOOGL
01What does it supply?
Products, customers, and where it sits in the AI stack.
What the company does
Search and advertising, YouTube, Android, Google Cloud, and Other Bets.
Its role in AI
Develops frontier models (Gemini), sells AI services through Google Cloud, and designs the TPU chips it runs them on.
02How much does AI matter to its business?
Significant. A large and growing share of revenue or spending is AI-related.
Reported figures come from the company's own filings and releases. Estimates are third-party or editorial and are kept separate. The exposure label is an editorial judgment.
Reported by the company
- Google Cloud revenues increased 82% to $24.8 billion ($24,768 million vs. $13,624 million in Q2 2025); Google Cloud operating income $8,814 millionSource · Q2 2026, quarter ended June 30, 2026
- Consolidated revenues $119.8 billion, up 24% year-over-year (23% in constant currency)Source · Q2 2026, quarter ended June 30, 2026
- Purchases of property and equipment (capex) $44,924 million in the quarterSource · Q2 2026, quarter ended June 30, 2026
- Gemini models process 22 billion API tokens per minute; Gemini App has 950 million monthly active users; nearly 90% of the Fortune 100 use Gemini EnterpriseSource · Q2 2026 release, July 22, 2026
Estimates
No third-party or editorial estimates are listed for GOOGL. Only company-reported figures are shown at present.
Key financial metrics, by reporting period
Company-reported, via TradingView03What should visitors watch next?
Earnings, product launches, customer spending, and the risks that matter.
Next earnings
No announced date on file. Check the investor relations page.
Last earnings release: 2026-07-22 (8-K)
Watch list
- Whether Google Cloud growth (82% in Q2 2026, from $13.6B to $24.8B) sustains, given management ties it to demand for AI infrastructure and AI solutions source
- Capex run-rate after $44.9 billion of property and equipment purchases in Q2 2026 source
- Gemini usage metrics (22 billion API tokens per minute, 950 million app MAUs) and Gemini Enterprise adoption in the Fortune 100 source
Growth drivers
- Google Cloud revenues 'accelerating to 82% growth, driven by demand for AI infrastructure and AI solutions' source
- 'Our differentiated, full stack approach to AI is delivering real, measurable value for consumers, customers, and our partners globally' source
- To meet compute demand of AI training and inference, Alphabet is 'entering into significant leasing arrangements with third party operators' and expects to significantly expand investment in property and equipment source
Risks
- Intense competition, including in AI models and services, could leave Alphabet uncompetitive if it fails to anticipate technology developments and keep innovating source
- Its increasing investment in new businesses, products and technologies (including AI infrastructure and custom accelerators) is inherently risky and may not generate adequate returns source
- Manufacturing and supply chain risks: supply of AI accelerators such as GPUs and TPUs is limited to a few suppliers, and extended disruptions could constrain data center build-out and model training source
Recent developments: SEC filings
Source: SEC EDGAR · refreshed every 15 min- 8-KCurrent report · items 8.01,9.012026-08-10documentfolder
- S-8Employee stock plan registration2026-07-23documentfolder
- 10-QQuarterly report2026-07-23documentfolder
- 8-KEarnings release · items 2.02,9.012026-07-22documentfolder
- 8-KCurrent report · items 5.02,5.07,9.012026-06-11documentfolder
- 8-KCurrent report · items 1.01,3.03,5.03,9.012026-06-05documentfolder
- 8-KCurrent report · items 5.022026-06-05documentfolder
- 8-KCurrent report · items 1.01,7.01,8.01,9.012026-06-04documentfolder
- 8-KCurrent report · items 8.01,9.012026-05-21documentfolder
- 8-KCurrent report · items 8.01,9.012026-05-11documentfolder
- 10-QQuarterly report2026-04-30documentfolder
- 8-KEarnings release · items 2.02,9.012026-04-29documentfolder
Insider trades
Form 4, last 6 filings| Insider | Transaction | Shares | Avg price | Filed |
|---|---|---|---|---|
Washington Robin L Director | Grant / award · acquired | 3 | — | 2026-09-16 |
ARNOLD FRANCES Director | Grant / award · acquired | 13 | — | 2026-09-16 |
Hennessy John L. Director | Grant / award · acquired | 4 | — | 2026-09-16 |
Shriram Kavitark Ram Director | Grant / award · acquired | 3 | — | 2026-09-16 |
Ferguson Roger W. Jr. Director | Grant / award · acquired | 3 | — | 2026-09-16 |
DOERR L JOHN Director | Grant / award · acquired | 3 | — | 2026-09-16 |
News
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Compare all →Also tagged: Chips & Compute, Software
Original sources
- Investor relations — earnings dates, releases, presentations
- SEC EDGAR company page — every filing (CIK 0001652044)
- TradingView symbol page — full chart and data
Research note — No Q3 2026 earnings date announcement found on abc.xyz/investor as of 2026-09-17 (news page rendered only one 2025 item; events page is dynamic). The Q2 release contains no full-year 2026 capex guidance and no cloud backlog figure; the 10-K MD&A section was truncated in fetch so no 2025 Cloud annual figure is cited.