Alphabet Inc. (GOOGL) Q4 2025 (USD): EPS 2.82 (exp. 2.64), Revenue 113.8bln (exp. 111.29bln)

Newsquawk Staff · 4 Feb 2026, 21:22 UTC

Net income 34.5bln (exp. 31.9bln).
Google Services Revenue 95.9bln (exp. 95.0bln).
Google Cloud Revenue 17.66bln (exp. 16.2bln).
Operating income 35.9bln (exp. 36.8bln).

Outlook

Sees 2026 capex at 175-185bln (exp. 119.5bln).

What it means

Alphabet's Q4 2025 results exceeded expectations across key metrics, notably EPS and revenue, which suggests strong operational performance and robust demand. However, the outlook for 2026 capital expenditures is significantly higher than anticipated, indicating aggressive investment strategies that may impact short-term profitability but support long-term growth initiatives. This report could positively influence sentiment toward GOOGL and the broader tech sector, particularly given the substantial beat in cloud revenue.

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