The earnings call presented a predominantly positive outlook with strong revenue growth across major segments, significant advancements in AI technology, and milestones for YouTube and Waymo. However, challenges such as a decline in network advertising revenue, increased depreciation expenses, and potential headwinds in ad revenues due to macroeconomic factors were acknowledged.

Company Guidance -

Q2 2025

During the first quarter of 2025, Alphabet Inc. reported strong financial performance with notable metrics highlighted during their earnings call. Consolidated revenues reached $90.2 billion, marking a 12% increase year-over-year, with Google services revenues growing by 10% to $77.3 billion and Google Cloud revenue increasing by 28% to $12.3 billion. The company's operating income rose by 20% to $31 billion, resulting in an operating margin of 33.9%. Subscriptions surpassed 270 million, driven by YouTube and Google One, while AI Overviews reached over 1.5 billion monthly users. The company also celebrated YouTube's 20th anniversary, with YouTube Music and Premium reaching over 125 million subscribers. Additionally, Waymo reported over a quarter of a million paid passenger trips weekly, a fivefold increase from the previous year. Despite facing headwinds from increased depreciation expenses, Alphabet continues to focus on productivity and efficiency to support its investment in AI and other growth areas.

Strong Revenue Growth

Alphabet Inc. reported consolidated revenues of $90.2 billion for Q1 2025, an increase of 12% year-over-year, with Search, YouTube advertising, subscription platforms, and Google Cloud all experiencing double-digit growth.

AI Innovations and Adoption

AI advancements such as AI Overviews have been well received, with over 1.5 billion users monthly. The Gemini 2.5 Pro AI model has been launched, achieving high performance and recognition within the industry.

YouTube and Waymo Milestones

YouTube celebrated its twentieth anniversary with over 1 billion monthly active podcast users and 125 million subscribers to YouTube Music and Premium. Waymo is now serving over a quarter of a million paid passenger trips weekly, a fivefold increase from the previous year.

Google Cloud Growth

Google Cloud revenues increased by 28% to $12.3 billion, driven by growth in GCP core and AI products.

Operating Income and Margin Expansion

Operating income increased by 20% to $31 billion, and the operating margin increased to 33.9%, reflecting strong revenue growth and a favorable mix shift.

Alphabet Class A (GOOGL) Earnings, Revenues Date & History

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GOOGL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 29, 2025	2025 (Q2)	2.16 / -	1.89	―	―	―
Apr 24, 2025	2025 (Q1)	2.02 / 2.81	1.89	48.68% (+0.92)
Feb 04, 2025	2024 (Q4)	2.12 / 2.15	1.64	31.10% (+0.51)	―
Oct 29, 2024	2024 (Q3)	1.84 / 2.12	1.55	36.77% (+0.57)	―
Jul 23, 2024	2024 (Q2)	1.85 / 1.89	1.44	31.25% (+0.45)	―
Apr 25, 2024	2024 (Q1)	1.51 / 1.89	1.17	61.54% (+0.72)	―
Jan 30, 2024	2023 (Q4)	1.59 / 1.64	1.05	56.19% (+0.59)	―
Oct 24, 2023	2023 (Q3)	1.46 / 1.55	1.06	46.23% (+0.49)	―
Jul 25, 2023	2023 (Q2)	1.34 / 1.44	1.21	19.01% (+0.23)	―
Apr 25, 2023	2023 (Q1)	1.07 / 1.17	1.231	-4.96% (-0.06)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

GOOGL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 24, 2025	$159.09	$161.76	+1.68%
Feb 04, 2025	$205.89	$190.88	-7.29%
Oct 29, 2024	$169.09	$173.85	+2.82%
Jul 23, 2024	$180.91	$171.80	-5.04%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.