Explore the latest developments concerning Alphabet to report.
Alphabet to report earnings: AI, ad momentum key to the fourth quarter
Alphabet beat on top and bottom lines in its fourth-quarter earnings reported Wednesday, but the Google parent also said it expected to significantly increase its spending on AI in 2026.
Here's how the company did, compared with estimates from analysts polled by LSEG:
Wall Street was also watching several other numbers in the report:
The company said it expects 2026 capital expenditures to be in the range of $175 billion to $185 billion — nearly double its 2025 spend.
For the fourth quarter, which ended Dec. 31, Alphabet reported advertising revenue of $82.28 billion — a 13.5% increase from the year prior.
Google Cloud beat Wall Street's expectations, bringing in $17.66 billion — a 47% increase from the same time a year ago. Google's Cloud unit houses most of the company's AI services and products.
Google earnings preview: What this analyst expects from Gemini
Alphabet (GOOG, GOOGL) reports fourth quarter earnings results on Wednesday, Feb. 4 after markets close.
Citi senior internet sector analyst Ron Josey sits down with Market Domination host Josh Lipton to discuss his expectations for the earnings print.
To watch more expert insights and analysis on the latest market action, check out more Market Domination.
Microsoft, Meta and and Apple put forth a mixed bag of results for investors, but Wall Street sending a strong message to tech giants that pressure is on to prove spending can power growth. Next up in the hot seat, we got Google, we got Amazon. Join me now to discuss all of it. City senior analyst, Ron Josie. Ron, it is good to see you. So, uh you cover Amazon and Alphabet, Ron. You also cover meta. They reported investors like what they had to say. Are there read throughs in that meta report on
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3 big things to look out for in Google's Q4 earnings
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Google has been on a monumental tear as of late. Can it keep the good times rolling?
When Alphabet reports its fourth-quarter earnings on Wednesday, investors will focus on AI spending, cloud wins, and a big Apple deal.
With Meta projecting its capex for this year to nearly double that of 2025, how high will Google go? The company said in October that it expected capex for 2025 to land between $91 and $93 billion. Investors will track if it sticks to those goals. Google's finance chief, Anat Ashkenazi, also said the company expected a "significant" increase in that number for 2026 and promised we'd hear more on Google's Q4 call this week.
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