GOOGL

Alphabet

Hyperscalers & Cloud Chips & Compute SoftwareAI exposure: Significant

Gemini models, Google Cloud AI services, and in-house TPU accelerators.

Next earnings: Alphabet has not announced its next earnings date. Its last earnings release was filed with the SEC on October 28, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead. Last earnings release on EDGAR

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.

Why GOOGL is rated significant

Significant. Google Cloud grew 82% to $24.8 billion in Q2 2026 with $8.8 billion of operating income, capital expenditure was $44.9 billion in the quarter, and Gemini serves 22 billion API tokens a minute. Search and YouTube advertising are still most of the $119.8 billion of revenue, so AI is a large and growing share rather than the whole.

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 TradingView

03What 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: 2026-10-28 (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

10-QQuarterly report2026-10-29document folder
8-KEarnings release · items 2.02,9.012026-10-28document folder
8-KCurrent report · items 8.01,9.012026-08-10document folder
S-8Employee stock plan registration2026-07-23document folder
10-QQuarterly report2026-07-23document folder
8-KEarnings release · items 2.02,9.012026-07-22document folder
8-KCurrent report · items 5.02,5.07,9.012026-06-11document folder
8-KCurrent report · items 1.01,3.03,5.03,9.012026-06-05document folder
8-KCurrent report · items 5.022026-06-05document folder
8-KCurrent report · items 1.01,7.01,8.01,9.012026-06-04document folder
8-KCurrent report · items 8.01,9.012026-05-21document folder
8-KCurrent report · items 8.01,9.012026-05-11document folder

Insider trades

Form 4, last 6 filings

Insider	Transaction	Shares	Avg price	Filed
ARNOLD FRANCES Director	Open-market sale · disposed	82	$284.00	2026-10-30
Saraci Marsida VP, Chief Accounting Officer	Conversion · disposed	488	—	2026-10-27
Saraci Marsida VP, Chief Accounting Officer	Tax withholding · disposed	494	$318.16	2026-10-27
Saraci Marsida VP, Chief Accounting Officer	Conversion · acquired	489	—	2026-10-27
Schindler Philipp SVP, Chief Business Officer	Conversion · disposed	1,998	—	2026-10-27
Schindler Philipp SVP, Chief Business Officer	Tax withholding · disposed	2,016	$317.28	2026-10-27
Schindler Philipp SVP, Chief Business Officer	Conversion · acquired	1,998	—	2026-10-27
WALKER JOHN KENT President, Global Affairs, CLO	Conversion · disposed	1,626	—	2026-10-27
WALKER JOHN KENT President, Global Affairs, CLO	Tax withholding · disposed	1,641	$317.28	2026-10-27
WALKER JOHN KENT President, Global Affairs, CLO	Conversion · acquired	1,626	—	2026-10-27
Porat Ruth President and CIO	Conversion · disposed	1,626	—	2026-10-27
Porat Ruth President and CIO	Tax withholding · disposed	1,641	$317.28	2026-10-27
Porat Ruth President and CIO	Conversion · acquired	1,626	—	2026-10-27
Ashkenazi Anat SVP, Chief Financial Officer	Conversion · disposed	1,766	—	2026-10-27
Ashkenazi Anat SVP, Chief Financial Officer	Tax withholding · disposed	1,782	$317.28	2026-10-27
Ashkenazi Anat SVP, Chief Financial Officer	Conversion · acquired	1,766	—	2026-10-27

News

GOOGL in plain answers

The questions readers ask about Alphabet, answered from the company's own filings and this site's research. Each answer names its source.

What does Alphabet (GOOGL) supply to AI?+

Search and advertising, YouTube, Android, Google Cloud, and Other Bets. Develops frontier models (Gemini), sells AI services through Google Cloud, and designs the TPU chips it runs them on.

How much does AI matter to Alphabet's business?+

AI exposure is rated significant on this site: A large and growing share of revenue or spending is AI-related. 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 million Consolidated revenues $119.8 billion, up 24% year-over-year (23% in constant currency)

Company filing or release

When is Alphabet's next earnings date?+

Alphabet has not announced its next earnings date. Its last earnings release was filed with the SEC on October 28, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead.

Last earnings release on EDGAR

Are Alphabet insiders buying or selling GOOGL stock?+

In the latest Form 4 filings for GOOGL there are 1 open-market sale, 15 other transactions (grants, option exercises, tax withholding); the most recent was filed on October 30, 2026 by ARNOLD FRANCES. Every transaction links to the filing on SEC EDGAR below.

Most recent Form 4

What should investors watch for GOOGL?+

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 Capex run-rate after $44.9 billion of property and equipment purchases in Q2 2026 Gemini usage metrics (22 billion API tokens per minute, 950 million app MAUs) and Gemini Enterprise adoption in the Fortune 100

Source

What are the main risks for Alphabet?+

Intense competition, including in AI models and services, could leave Alphabet uncompetitive if it fails to anticipate technology developments and keep innovating Its increasing investment in new businesses, products and technologies (including AI infrastructure and custom accelerators) is inherently risky and may not generate adequate returns 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

Annual report, Item 1A

Which AI category is GOOGL in?+

Alphabet is listed under Hyperscalers & Cloud and Chips & Compute and Software (primary: Hyperscalers & Cloud). Gemini models, Google Cloud AI services, and in-house TPU accelerators.

Related companies in Hyperscalers & Cloud

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.