Alphabet Inc. Class A (GB:0RIH)
NASDAQ:0RIH
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Earnings Data
Report Date
Jul 28, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.86Last Year’s EPS
2.31Same Quarter Last Year
Strong Buy
Based on 33 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated very strong top‑line growth, exceptional profitability and substantial Cloud acceleration driven by AI demand (63% Cloud revenue growth, nearly 800% growth for GenAI‑built products, and a nearly doubled Cloud backlog). Product adoption and model usage metrics were robust (e.g., 16B tokens/min API usage, Gemini Enterprise PMAU +40% QoQ, 350M paid subscriptions). Offsetting risks include higher operating expenses, large and rising CapEx with associated depreciation, near‑term compute capacity constraints that capped Cloud growth, a small decline in network advertising, and continued losses in Other Bets. On balance, the positive operational and financial momentum substantially outweighs the challenges, although there are clear near‑term cost and capacity headwinds to manage.Company Guidance
Record Consolidated Revenue and Strong Profitability
Consolidated revenue of $109.9 billion, up 22% year‑over‑year (19% in constant currency). Operating income increased 30% to $39.7 billion with an operating margin of 36.1%. Net income rose 81% to $62.6 billion and diluted earnings per share increased 82% to $5.11.
Outstanding Cash Generation and Balance Sheet Strength
Operating cash flow was $45.8 billion in Q1 and $174.4 billion on a trailing 12‑month basis. Free cash flow was $10.1 billion in Q1 and $64.4 billion TTM. Cash and marketable securities totaled $126.8 billion with long‑term debt of $77.5 billion. Board declared a 5% increase in the quarterly dividend.
Google Cloud Acceleration
Google Cloud revenue grew 63% year‑over‑year to $20.0 billion. Cloud operating income tripled year‑over‑year to $6.6 billion and operating margin expanded to 32.9% (from 17.8% a year ago). Cloud backlog nearly doubled sequentially to $462 billion.
Massive GenAI and Cloud Demand
Revenue from products built on GenAI models grew nearly 800% year‑over‑year. New customer acquisition in Cloud doubled year‑over‑year; the number of $100M–$1B deals doubled YoY and multiple billion‑dollar+ deals were signed. Over the past 12 months, 330 Cloud customers processed >1 trillion tokens and 35 processed >10 trillion tokens.
Search, Ads and Subscriptions Momentum
Search & Other revenue grew 19% to $60.4 billion. Google Services revenue was $89.6 billion, up 16% YoY. YouTube advertising revenue grew 11% to $9.9 billion. Subscription and platforms revenue rose 19% to $12.4 billion, driven by YouTube Music, Premium and Google One; total paid subscriptions reached 350 million.
Product and Model Adoption Metrics
Gemini Enterprise paid monthly active users grew 40% quarter‑over‑quarter. First‑party models now process >16 billion tokens per minute via direct API, up from 10 billion last quarter (≈60% QoQ increase). Gemma 4 (open model) downloaded >50 million times in weeks; open models >500 million total downloads.
Infrastructure and Product Innovations
Introduced 8th‑gen TPUs (TPU 8t and 8i) with material performance & cost improvements (TPU 8t described as ~3x processing vs prior referenced Ironwood and TPU 8i with ~80% better performance per dollar vs prior generation). Generative media traction: Lyria 3 produced >150 million songs and Nano Banana 2 reached 1 billion images faster than predecessor.
Waymo and Other Bets Progress
Waymo expanded to Nashville and operates in 11 major U.S. cities; surpassed 500,000 fully autonomous rides per week, doubling in less than a year. Other Bets continues prioritization actions (Verily deconsolidation following external raise; GFiber deal to combine with Astound).
GB:0RIH 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
GB:0RIH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 29, 2026 | $349.26 | $385.10 | +10.26% |
Feb 04, 2026 | $330.44 | $328.90 | -0.47% |
Oct 29, 2025 | $273.10 | $282.79 | +3.55% |
Jul 23, 2025 | $189.72 | $193.19 | +1.83% |
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 (GB:0RIH) report earnings?
Alphabet Inc. Class A (GB:0RIH) is schdueled to report earning on Jul 28, 2026, After Close (Confirmed).
What is Alphabet Inc. Class A (GB:0RIH) earnings time?
Alphabet Inc. Class A (GB:0RIH) earnings time is at Jul 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 GB:0RIH EPS forecast?
GB:0RIH EPS forecast for the fiscal quarter 2026 (Q2) is 2.86.
