Quarterly Summary Q2 2025 – Alphabet Inc.
N ews (3)
N ews (3)
Total revenue: $96.4 billion, up 14% YoY (exceeding expectations of $94 billion), driven by AI, search and cloud. Net income: $28.2 billion, +19% YoY; EPS at $2.31, +22% YoY (vs. estimates of $2.18). Operating margin: 32.4%, up 14% thanks to efficiencies and cost control. Google Services: $82.5 billion, +12% YoY, with Search +12%, YouTube Ads +13% and Network -1%. Google Cloud: $13.62 billion, +32% YoY, with acceleration in deals >$250M (doubled) and >$1B (equal to 2024 in the half-year). CapEx 2025: Increased to $85 billion (+$10B from $75B), for AI and cloud; Q2 free cash flow at $5.3 billion. AI and Innovations: Gemini with 450M monthly active users (+50% daily requests); AI Mode at 100M users in the US/India; focus on agentic AI and $150M educational grants. Outlook: Robust growth expected in H2, but more CapEx in 2026; $13.6B buybacks and $2.5B quarterly dividend. CEO Pichai comment: ‘Standout quarter with robust company-wide growth, AI leadership and incredible shipping.’
Are you sure???
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Alphabetc the boss level of the AI games
Alphabet is the boss level of the AI game.....
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Last Generation feeling
Alphabet reminds me of companies......
A pre-dotcom bubble euphoria
Alphabet Q2 resembles pre-dotcom bubble.......
Alphabetc the boss level of the AI games
Alphabet is the boss level of the AI game.....
Alphabet: a solid opportunity
Alphabet is a solid, measured opportunity.....
Last Generation feeling
Alphabet reminds me of companies......
Are you sure???
Alphabet’s Growth Marred by Reckless CapEx and Cyclical Risks
Alphabet’s AI revolution is hype
Alphabet’s AI Push Looks Overhyped — CapEx, Margins, and Regulatory Risks Signal Danger
A pre-dotcom bubble euphoria
Alphabet Q2 resembles pre-dotcom bubble.......
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