GOOGL Quarterly Revenue $113.8 billion (up 18% YoY)

GOOGL Q4 2025 (Oct-Dec 2025) Quarterly Results

Revenue = $113.8 billion (up 17.9% YoY)

Net Income = $34.5 billion (up 30.2% YoY)
* Net Profit Margin = xxx% (up 10.2% YoY)

Earnings Per Share = $2.82 (up 31.2% YoY)

Capital Expenditures = $28.2 billion (up 97.2% YoY)

Free Cash Flow = $14.3 billion (down 42.3% YoY)

Revenue by Segment
* Ads = $82.3 billion (up 13.5% YoY)
* Subscriptions and Devices = $13.6 billion (up 17.2% YoY)
* Cloud = $17.7 billion (up 47.5% YoY)
* Other Bets (Waymo, Wing, etc) = $0.4 billion (as is)

GOOGL News Updates: Oct-Dec 2025

• Anti-trust relief avoiding breakup.

• Released Gemini 3 model.

• Expanded partnership with Palo Alto Networks, with $10 billion multi-year Google Cloud contract win.

• Introduced a multi-cloud networking service jointly developed with Amazon.

• Deal with Anthropic to provide 1 million TPUs to train Claude.

• Selected as Cloud provider for the 2028 Olympics in Los Angeles.

• Acquired clean energy developer Intersect for $4.75 billion.

• Signed multi-year electricity purchase agreements with NextEra Energy, TotalEnergies and ReNew Energy.

• Epic Games' Fortnite returned to Google Play Store after court order.

• Increased collaboration with Meta to make TPUs finely tuned for PyTorch to gain market share from Nvidia GPUs. 

• Waymo partnered with DoorDash in Phoenix. Also launched in London.

• DeepMind partnered with Commonwealth Fusion Systems for fusion energy research.

• Michel Devoret (Google Quantum AI’s Chief Scientist of Quantum Hardware) won the 2025 Nobel Prize in Physics.

GOOGL 2026 Lookahead

• Gemini integration and global rollout on Apple and Samsung devices.

• Youtube TV genre-based subscription plans in US.

• Launching smart glasses in collaboration with Warby Parker.

• Release of AI tools in collaboration with NextEra Energy for predictive grid management.

Position: Long GOOGL (5 years). Not financial advice.