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Alphabet Inc. Class A (PL:GOGL)
NASDAQ:GOGL
Earnings Data
Report Date
Apr 28, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
9.29Last Year’s EPS
10.04Same Quarter Last Year
Strong Buy
Based on 33 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call portrayed a strongly positive growth trajectory driven by AI: record revenues, rapid Cloud acceleration, broad Gemini adoption, major efficiency gains, and robust cash generation. These positives were balanced by material near-term costs — large CapEx guidance, rising depreciation, higher operating expenses, and a one-time Waymo charge — and ongoing supply/capacity constraints. Overall, the business momentum and monetization wins from AI appear to outweigh the investment-related headwinds, but investors should monitor capital intensity and expense growth as 2026 investments ramp.Company Guidance
Record Annual Revenue
Alphabet annual consolidated revenues exceeded $400 billion for the first time, reaching $403.0 billion for fiscal 2025, up 15% year over year on a reported and constant currency basis.
Strong Q4 Revenue Growth
Q4 consolidated revenues were $113.8 billion, up 17% year over year (constant currency), driven by acceleration in Search and Cloud.
Search Momentum
Search and other revenues grew 17% to $63.1 billion in Q4; AI-driven product launches (250+ last quarter) boosted engagement — AI mode queries per user doubled in the U.S., and queries in AI mode are ~3x longer than traditional searches.
Google Cloud Outstanding Acceleration
Google Cloud revenue grew 48% year over year to $17.7 billion in Q4. Cloud operating income more than doubled to $5.3 billion and operating margin expanded to 30.1% from 17.5%. Backlog grew 55% sequentially to $240 billion.
Generative AI Revenue Surge
Revenue from products built on Google’s generative AI models grew nearly 400% year over year in Q4; partner-built AI solutions revenue increased nearly 300% YoY; commitments from top 15 software partners grew >16x YoY.
Gemini & App Traction
Gemini app surpassed 750 million monthly active users (added ~100M MAUs in Q4). Gemini Enterprise sold more than 8 million paid seats since launch; Gemini Enterprise managed over 5 billion customer interactions in Q4 (up 65% YoY).
Efficiency Gains in Serving Costs
Gemini serving unit costs were reduced by 78% over 2025 through model optimizations, efficiency, and utilization improvements.
Strong Cash Flow and Capital Returns
Q4 operating cash flow was a record $52.4 billion ($160.5 billion for the full year). Free cash flow was $24.6 billion in Q4 and $73.3 billion for the year. Q4 capital returned to shareholders included $5.5 billion in share repurchases and $2.5 billion in dividends.
YouTube and Consumer Engagement
YouTube annual revenues surpassed $60 billion across ads and subscriptions. Shorts averages over 200 billion daily views; YouTube ads revenue grew 9% in Q4 to $11.4 billion; podcast viewing on living room devices reached 700 million hours in Oct (up 75% YoY).
Product and Partnership Highlights
Major product rollouts (Gemini 3, AI mode, Chrome Autobrowse, Project Genie, Universal Commerce Protocol) and strategic partnerships (Apple preferred cloud partner; Reliance Jio distribution) demonstrate deepening ecosystem adoption.
PL:GOGL Earnings History
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
PL:GOGL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 04, 2026 | zł1181.80 | zł1145.60 | -3.06% |
Oct 29, 2025 | zł989.46 | zł1087.89 | +9.95% |
Jul 23, 2025 | zł694.02 | zł698.91 | +0.70% |
Apr 24, 2025 | zł582.39 | zł631.25 | +8.39% |
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.
FAQ
When does Alphabet Inc. Class A (PL:GOGL) report earnings?
Alphabet Inc. Class A (PL:GOGL) is schdueled to report earning on Apr 28, 2026, After Close (Confirmed).
What is Alphabet Inc. Class A (PL:GOGL) earnings time?
Alphabet Inc. Class A (PL:GOGL) earnings time is at Apr 28, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Alphabet Inc. Class A stock?
The P/E ratio of Alphabet Class A is N/A.
What is PL:GOGL EPS forecast?
PL:GOGL EPS forecast for the fiscal quarter 2026 (Q1) is 9.29.
