The earnings call reflects strong growth and innovation across Alphabet's businesses, especially in AI and cloud services, with notable achievements in revenue and user engagement. However, challenges such as increased operating expenses and supply constraints in cloud services present hurdles.

Company Guidance

During the Alphabet Second Quarter 2025 Earnings Conference Call, the company provided a robust set of metrics indicating strong performance and growth across multiple segments. Search delivered double-digit revenue growth, driven by AI enhancements, while YouTube's advertising revenue grew by 13%, supported by both direct response and brand advertising. Google Cloud's annual revenue run rate exceeded $50 billion, with a 32% increase in quarterly revenues and a significant backlog of $106 billion, reflecting strong demand for AI products. The company's Gemini AI models have been a catalyst for growth, with 9 million developers using them and a 35x increase in usage year-over-year. Alphabet's CapEx is expected to rise to $85 billion in 2025, up from a previous estimate of $75 billion, due to increased investments in servers and data centers to meet growing cloud demand. Additionally, Alphabet's consolidated revenue for the quarter reached $96.4 billion, marking a 14% year-over-year increase.

Robust Growth Across Alphabet

Alphabet reported a 14% increase in consolidated revenue, reaching $96.4 billion, with strong momentum across Search, YouTube, and Cloud.

AI Innovations and Adoption

AI Mode launched in the U.S. and India, driving over 100 million monthly active users. AI Overviews now have over 2 billion monthly users across more than 200 countries.

Google Cloud Growth

Google Cloud revenues increased by 32% to $13.6 billion, driven by core and AI product growth. Cloud backlog rose 38% year-over-year to $106 billion.

YouTube's Strong Performance

YouTube advertising revenues increased by 13% to $9.8 billion, supported by strong growth in direct response and brand advertising.

Record Free Cash Flow

Alphabet generated free cash flow of $66.7 billion over the trailing 12 months, ending the quarter with $95 billion in cash and marketable securities.

Alphabet Class A (DE:ABEA) Earnings, Revenues Date & History

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DE:ABEA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 28, 2025	2025 (Q3)	2.00 / -	1.821	―	―	―
Jul 23, 2025	2025 (Q2)	1.88 / 1.98	1.623	22.22% (+0.36)
Apr 24, 2025	2025 (Q1)	1.74 / 2.41	1.623	48.68% (+0.79)
Feb 04, 2025	2024 (Q4)	1.82 / 1.85	1.409	31.10% (+0.44)	―
Oct 29, 2024	2024 (Q3)	1.58 / 1.82	1.331	36.77% (+0.49)	―
Jul 23, 2024	2024 (Q2)	1.59 / 1.62	1.237	31.25% (+0.39)	―
Apr 25, 2024	2024 (Q1)	1.30 / 1.62	1.005	61.54% (+0.62)	―
Jan 30, 2024	2023 (Q4)	1.37 / 1.41	0.902	56.19% (+0.51)	―
Oct 24, 2023	2023 (Q3)	1.25 / 1.33	0.91	46.23% (+0.42)	―
Jul 25, 2023	2023 (Q2)	1.15 / 1.24	1.039	19.01% (+0.20)	―

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

DE:ABEA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 23, 2025	€161.92	€164.42	+1.54%
Apr 24, 2025	€138.97	€142.77	+2.73%
Feb 04, 2025	€197.37	€181.47	-8.06%
Oct 29, 2024	€155.67	€164.42	+5.62%

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.