GOOGL
Alphabet Inc.
Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for Alphabet Inc.
Alphabet Inc. offers products and platforms through Google Services, Google Cloud, and Other Bets. Google Services includes Search, YouTube, Android, Chrome, Maps, Gmail, Play, devices, and advertising. Google Cloud provides AI infrastructure, Vertex AI, Gemini enterprise offerings, Workspace collaboration tools, and other cloud services. Other Bets includes additional technology ventures.
Coverage
Tesla's Texas Fleet Grew 149% and Waymo's Grew 43%. Waymo Added More Cars.
Texas publishes every robotaxi VIN. Tesla is up 149% in thirty days and Waymo 43%, but Waymo added 297 vehicles against Tesla 285, and neither month is a rate.
India's UPI Fee Caps at $4.5 Billion. Walmart's Cut of the Estimate Is $385 Million.
NPCI's 0.4% on every merchant UPI rupee would be $4.5bn a year. Bernstein's estimate is a quarter of that, and Walmart's cut is 1.3% of operating income.
Oppenheimer Puts $19 Billion of TPU Revenue Into 2026. Alphabet's Entire Inventory Is $9.99 Billion.
Oppenheimer forecasts 6.6 GW and $170B of Alphabet TPU sales through 2028, $19B of it in 2026. The filed inventory standing behind those systems is $9.99B.
Amazon Told Its Banks It Was Done Borrowing, Then Sold £4.25 Billion of Sterling Bonds
Amazon told underwriters in July it would not issue more debt in 2026, then priced a debut £4.25bn sterling book on 9 September — 2.6% of its capex plan.
The Same 87.5% on ARC-AGI-1 Cost $4,560 in 2024 and 30 Cents in 2026. ARC-AGI-4 Lands in 2027.
A deep dive on ARC-AGI: three versions, seven years of scores, a like-for-like 15,200x cost collapse, and how much of it is hardware rather than software.
Anthropic Doesn't Trade. It Is Already a $53.4B Line in Amazon's Quarter and Two-Thirds of Microsoft's Beat.
Amazon booked $53.4 billion primarily from its Anthropic stake, and a $3.2 billion gain was two-thirds of Microsoft's beat. The IPO reprices both at once.
Where the revenue goes next
Latest: $119.80B (2026Q2)
| Period | Value |
|---|---|
| 2020Q3 | $46.17B |
| 2020Q4 | $56.90B |
| 2021Q1 | $55.31B |
| 2021Q2 | $61.88B |
| 2021Q3 | $65.12B |
| 2021Q4 | $75.33B |
| 2022Q1 | $68.01B |
| 2022Q2 | $69.69B |
| 2022Q3 | $69.09B |
| 2022Q4 | $76.05B |
| 2023Q1 | $69.79B |
| 2023Q2 | $74.60B |
| 2023Q3 | $76.69B |
| 2023Q4 | $86.31B |
| 2024Q1 | $80.54B |
| 2024Q2 | $84.74B |
| 2024Q3 | $88.27B |
| 2024Q4 | $96.47B |
| 2025Q1 | $90.23B |
| 2025Q2 | $96.43B |
| 2025Q3 | $102.35B |
| 2025Q4 | $113.83B |
| 2026Q1 | $109.90B |
| 2026Q2 | $119.80B |
Latest: $9.11 (2026Q2)
| Period | Value |
|---|---|
| 2020Q3 | $0.82 |
| 2020Q4 | $1.11 |
| 2021Q1 | $1.32 |
| 2021Q2 | $1.36 |
| 2021Q3 | $1.40 |
| 2021Q4 | $1.54 |
| 2022Q1 | $1.23 |
| 2022Q2 | $1.13 |
| 2022Q3 | $1.06 |
| 2022Q4 | $1.14 |
| 2023Q1 | $1.17 |
| 2023Q2 | $1.44 |
| 2023Q3 | $1.55 |
| 2023Q4 | $1.64 |
| 2024Q1 | $1.89 |
| 2024Q2 | $1.89 |
| 2024Q3 | $2.12 |
| 2024Q4 | $2.14 |
| 2025Q1 | $2.81 |
| 2025Q2 | $2.31 |
| 2025Q3 | $2.87 |
| 2025Q4 | $2.82 |
| 2026Q1 | $5.11 |
| 2026Q2 | $9.11 |
Latest: 17.9 (2026Q2)
| Period | Value |
|---|---|
| 2020Q3 | 28.2 |
| 2020Q4 | 29.6 |
| 2021Q1 | 27.3 |
| 2021Q2 | 27.0 |
| 2021Q3 | 25.5 |
| 2021Q4 | 25.6 |
| 2022Q1 | 25.1 |
| 2022Q2 | 20.2 |
| 2022Q3 | 18.9 |
| 2022Q4 | 19.4 |
| 2023Q1 | 23.0 |
| 2023Q2 | 25.4 |
| 2023Q3 | 25.1 |
| 2023Q4 | 24.1 |
| 2024Q1 | 23.2 |
| 2024Q2 | 26.1 |
| 2024Q3 | 22.1 |
| 2024Q4 | 23.6 |
| 2025Q1 | 17.4 |
| 2025Q2 | 18.9 |
| 2025Q3 | 24.0 |
| 2025Q4 | 29.0 |
| 2026Q1 | 21.9 |
| 2026Q2 | 17.9 |
Latest: −$5.86B (2026Q2)
| Period | Value |
|---|---|
| 2020Q3 | $11.60B |
| 2020Q4 | $17.20B |
| 2021Q1 | $13.35B |
| 2021Q2 | $16.39B |
| 2021Q3 | $18.72B |
| 2021Q4 | $18.55B |
| 2022Q1 | $15.32B |
| 2022Q2 | $12.59B |
| 2022Q3 | $16.08B |
| 2022Q4 | $16.02B |
| 2023Q1 | $17.22B |
| 2023Q2 | $21.78B |
| 2023Q3 | $22.60B |
| 2023Q4 | $7.90B |
| 2024Q1 | $16.84B |
| 2024Q2 | $13.45B |
| 2024Q3 | $17.64B |
| 2024Q4 | $24.84B |
| 2025Q1 | $18.95B |
| 2025Q2 | $5.30B |
| 2025Q3 | $24.46B |
| 2025Q4 | $24.60B |
| 2026Q1 | $10.12B |
| 2026Q2 | −$5.86B |
Latest: 12.31B (2026Q2)
| Period | Value |
|---|---|
| 2018Q3 | 696M |
| 2019Q1 | 695M |
| 2019Q2 | 694M |
| 2019Q3 | 691M |
| 2020Q1 | 684M |
| 2020Q2 | 681M |
| 2020Q3 | 678M |
| 2021Q1 | 671M |
| 2021Q2 | 668M |
| 2021Q3 | 665M |
| 2022Q1 | 659M |
| 2022Q2 | 13.08B |
| 2022Q3 | 12.97B |
| 2023Q1 | 12.72B |
| 2023Q2 | 12.76B |
| 2023Q3 | 12.70B |
| 2024Q1 | 12.53B |
| 2024Q2 | 12.49B |
| 2024Q3 | 12.42B |
| 2025Q1 | 12.29B |
| 2025Q2 | 12.20B |
| 2025Q3 | 12.20B |
| 2026Q1 | 12.24B |
| 2026Q2 | 12.31B |
Latest: $557.97B (2026Q2)
| Period | Value |
|---|---|
| 2020Q3 | $193.92B |
| 2020Q4 | $211.11B |
| 2021Q1 | $224.46B |
| 2021Q2 | $240.85B |
| 2021Q3 | $259.57B |
| 2021Q4 | $278.13B |
| 2022Q1 | $293.45B |
| 2022Q2 | $306.04B |
| 2022Q3 | $322.12B |
| 2022Q4 | $338.14B |
| 2023Q1 | $355.36B |
| 2023Q2 | $377.13B |
| 2023Q3 | $399.74B |
| 2023Q4 | $407.63B |
| 2024Q1 | $424.47B |
| 2024Q2 | $437.92B |
| 2024Q3 | $455.56B |
| 2024Q4 | $480.39B |
| 2025Q1 | $499.35B |
| 2025Q2 | $504.65B |
| 2025Q3 | $529.11B |
| 2025Q4 | $553.71B |
| 2026Q1 | $563.83B |
| 2026Q2 | $557.97B |
Latest earnings
Next report: Oct 28, 2026 (Q3 2026)
Company History
Larry Page and Sergey Brin founded Google in a Menlo Park garage while PhD students at Stanford.
Went public at $85 per share via Dutch auction, raising $1.67 billion with market cap of $23 billion.
Acquired YouTube for $1.65 billion in stock, becoming the dominant video platform.
Google restructured into Alphabet as a new holding company, inspired by Berkshire Hathaway
Larry Page and Sergey Brin resigned from executive roles; Sundar Pichai became CEO of both Google and Alphabet. Page and Brin stayed as board members and controlling shareholders.
Announced layoffs of about 12,000 jobs (6% of global workforce) to align with post-growth economic reality, with many employees learning of termination upon losing account access.
U.S. district court found Alphabet guilty of violating antitrust law in DOJ case initiated in 2020, first such ruling against a U.S. company in 24 years; Alphabet appealed.
Unveiled Willow quantum computing chip, which solved a complex problem in five minutes (impossible for classical computers) and reduces error rates in real time, leading to 5% share rise.
Became fourth company to reach $3 trillion in market cap, trailing Nvidia, Microsoft, and Apple, amid AI optimism and favorable antitrust ruling not requiring Chrome divestiture.
Became fourth Big Tech company to reach $4 trillion valuation, surpassing Apple for No. 2 spot behind Nvidia.
Key Players
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