Selina Odedra
Selina Odedra
United Kingdom
Alphabet Q1โ€™26 Earnings Highlights ๐Ÿ”น EPS: $5.11 (Est. $2.62-$2.73) ๐ŸŸข; UP +82% YoY ๐Ÿ”น Revenue: $109.896B (Est. $106.6B-$107.0B) ๐ŸŸข; UP +22% YoY ๐Ÿ”น Operating Income: $39.696B (EBIT Est. $36.3B) ๐ŸŸข; UP +30% YoY ๐Ÿ”น Google Cloud Revenue: $20.028B (Est. ~$18B) ๐ŸŸข; UP +63% YoY ๐Ÿ”น Google Search & Other Growth: +19% YoY (Est. +16%) ๐ŸŸข ๐Ÿ”น YouTube Ads Growth: +11% YoY (Est. +11.7%) ๐Ÿ”ด Google Services: ๐Ÿ”น Revenue: $89.637B; UP +16% YoY ๐Ÿ”น Operating Income: $40.589B ๐Ÿ”น Google Advertising Revenue: $77.253B (Est. ~$76B) ๐ŸŸข ๐Ÿ”น Google Search & Other: $60.399B; UP +19% YoY ๐Ÿ”น YouTube Ads: $9.883B; UP +11% YoY ๐Ÿ”น Google Network: $6.971B ๐Ÿ”น Subscriptions, Platforms & Devices: $12.384B; UP +19% YoY Google Cloud: ๐Ÿ”น Revenue: $20.028B (Est. ~$18B) ๐ŸŸข; UP +63% YoY ๐Ÿ”น Operating Income: $6.598B ๐Ÿ”น Backlog: over $460B Other Bets: ๐Ÿ”น Revenue: $411M ๐Ÿ”น Operating Loss: -$2.100B ๐Ÿ”น Waymo: surpassed 500,000 fully autonomous rides/week Alphabet-Level Activities: ๐Ÿ”น Operating Loss: -$5.391B ๐Ÿ”น Alphabet-level activities primarily reflect expenses related to shared AI research and development Other Metrics: ๐Ÿ”น Total TAC: $15.228B ๐Ÿ”น Employees: 194,668 ๐Ÿ”น Paid Subscriptions: 350M ๐Ÿ”น Gemini Enterprise: paid MAUs UP +40% QoQ ๐Ÿ”น Gemini API Usage: more than 16B tokens/minute; UP +60% QoQ ๐Ÿ”น Hedging Losses: -$180M ๐Ÿ”น U.S. Revenue: $53.975B; UP +23% YoY ๐Ÿ”น EMEA Revenue: $31.468B; UP +21% YoY ๐Ÿ”น APAC Revenue: $18.288B; UP +23% YoY ๐Ÿ”น Other Americas Revenue: $6.345B; UP +21% YoY Financials: ๐Ÿ”น Operating Margin: 36.1%; expanded by 2 percentage points ๐Ÿ”น Net Income: $62.578B; UP +81% YoY ๐Ÿ”น Other Income, Net: $37.716B ๐Ÿ”น Gain on Equity Securities, Net: $36.915B ๐Ÿ”น Operating Cash Flow: $45.790B ๐Ÿ”น CapEx: $35.674B ๐Ÿ”น Free Cash Flow: $10.116B ๐Ÿ”น TTM Free Cash Flow: $64.429B ๐Ÿ”น Cash & Marketable Securities: $126.840B ๐Ÿ”น Long-Term Debt: $77.501B Capital Return: ๐Ÿ”น Dividend: $0.22/share; UP +5% from prior $0.21/share ๐Ÿ”น Dividend Payable: June 15, 2026 ๐Ÿ”น Stock Repurchases: $0 CEO Sundar Pichai Commentary: ๐Ÿ”ธ โ€œ2026 is off to a terrific start.โ€ ๐Ÿ”ธ โ€œOur AI investments and full stack approach are lighting up every part of the business.โ€ ๐Ÿ”ธ โ€œSearch had a strong quarter with AI experiences driving usage, queries at an all time high, and 19% revenue growth.โ€ ๐Ÿ”ธ โ€œGoogle Cloud revenues grew 63% with backlog nearly doubling quarter on quarter to over $460 billion.โ€ ๐Ÿ”ธ โ€œThis was our strongest quarter ever for our consumer AI plans, driven by the Gemini App.โ€ ๐Ÿ”ธ โ€œOverall the number of paid subscriptions has now reached 350 million, with YouTube and Google One being the key drivers.โ€ ๐Ÿ”ธ โ€œGemini Enterprise has great momentum with 40% quarter on quarter growth in paid monthly active users.โ€ ๐Ÿ”ธ โ€œWaymo surpass 500,000 fully autonomous rides a week.โ€ ๐Ÿ”ธ โ€œOur first-party models, like Gemini, are now processing more than 16 billion tokens per minute via direct API use by our customers, up 60% from last quarter.โ€ $GOOG (Alphabet) $GOOGL (Alphabet Inc Class A) $NSDQ100 $SPX500
Not investment advice. The author may have financial interests in the mentioned instruments.
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