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    Alphabet beats on revenue, with cloud booming 63% and topping $20 billion

    Alphabet reported first-quarter earnings after the bell Wednesday.

    • Earnings per share: $5.11
    • Revenue: $109.9 billion vs $107.2 billion expected by analysts polled by LSEG

    It is unclear if EPS was comparable to the $2.63 expected by analysts polled by LSEG.

    Wall Street was also watching several other numbers in the report:

    • Google Cloud: $20.02 billion vs. $18.05 billion estimated, according to StreetAccount
    • YouTube advertising: $9.88 vs. $9.99 billion estimated, according to StreetAccount
    • Traffic acquisition costs: $15.22 vs. $15.3 billion estimated, according to StreetAccount

    Source: https://www.cnbc.com/2026/04/29/alphabet-googl-q1-2026-earnings.html

    Alphabet beats on revenue, with cloud booming 63% and topping $20 billion
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    Posted by Puginator

    22 Comments

    2. NotGucci on

      Last year this sub hated Google so much. Was the perfect time to go long. Glad I did

    4. Crunch101010 on

      Google grew revenue 22% YoY and operating income 30%, with growing margins. Search revenue still growing 19%, an acceleration vs YoY growth this time last year.

      **Cloud grew revenue 63%.** Cloud income up from $2.2b Q1’25 to $6.6b Q1’26.

      Insane growth for such a large company.

    6. bilkorven on

      I’ll never forget all the doomers writing shit like ”Searching on Google is dead, we just ask ChatGPT for everything now”

    7. pogkaku96 on

      Seems like GCP is clearly winning the AI cloud services era. Our engineering teams heavily use spanner and they won’t praising how good of a service it is.

    11. Arabian_Goggles_ on

      Almost doubled expected EPS. Has to be from their investments in Anthropic and SpaceX, right?

    12. Tim_Apple_938 on

      I still can’t believe the whole world – and especially Reddit – was convinced Google was dead

    14. YoureProbablyAB0t on

      So this will be one of the fascist corporations that’ll take over the world, huh?

    16. BGID_to_the_moon on

      EPS was pretty surprising.

      But I’m reading google’s gains on investment securities totaled about $38B, which contributed about $3 to the $5.11 EPS figure. Explains the massive beat vs ~$2.70 expectations. Not sure if the figures are completely accurate, but if they are, I’m surprised this isn’t more prominently noted….

    21. InclinationCompass on

      Yall keep screaming about being scared of AI, but these tech giants just keep beating earnings lol

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