GOOGL Q1 2026 (Jan-Mar 2026) Quarterly Results
Revenue = $109.9 billion (up 22% YoY)
Net Income = $62.6 billion (up 81% YoY)
Earnings Per Share = $5.11 (up 81.8% YoY)
GOOGL News Updates: Jan-Mar 2026
* Completed $32 billion acquisition of cloud and AI security firm Wiz.
* Google's Pixel smartphone revenue grew 14% YoY.
* Google’s Gemini models announced as being the foundation for the next generation of Siri and Apple Intelligence.
* Set its post-quantum cryptographic migration to 2029.
Position: Long GOOGL (5 years). Not financial advice.
GOOGL Quarterly Revenue $109.9 billion (up 22% YoY)
byu/Not69Batman instocks
Posted by Not69Batman
10 Comments
82% EPS growth y/y is crazy
What’s the reason for the huge EPS beat? It’s gotta be a one time item right?
GCP is MONSTROUS
Amazon and Google are awesome
Where does it say about pixel growth?
Just always a buy I guess.
Google notably avoiding highlighting the reason for the massive EPS beat. $3 of the $5.11 comes from unrealized gains in spacex and anthroppic.
Looks like there’s a good reason they chose to frame EPS as positively as they did. They’re using great results as a reason to justify raising CAPEX, which they’ve been punished for in the past. They’re hoping the investing community buys into the narrative for rising CAPEX.
From earnings transcript:
“Looking ahead, the strong results reinforce our conviction to invest the capital required to continue to capture the AI opportunity, and a result, we expect our 2027 capex to significantly increase compared to 2026”
After market is pumping
Half of their net income came from their equity investments in SpaceX and Anthropic massively inflating their EPS. Its in their statement under „Other” 37 bn $ in fact. As if you can believe in valuations in private market lmao.
Thankful for my shares. Google is an all time hold