$GOOGL (-0,96 %)
$GOOG (-0,95 %)
- EPS: $2.15 (Est. $2.13) ✅
- Revenue: $96.47B (Est. $96.62B)❌
- Operating Income: $30.97B (Est. $30.72B)
- Sees 2025 Capex About $75B, Est. $57.9B
Segment Revenue:
- Google Cloud: $11.96B (Est. $12.19B) ; UP +30% YoY
- Google Advertising: $72.46B (Est. $71.73B)
- Google Search & Other: $54.03B
- YouTube Ads: $10.47B (Est. $10.22B)
- Google Network: $7.95B (DOWN YoY)
- Google Services: $84.09B (Est. $83.46B)
- Google Subscriptions, Platforms & Devices: $11.63B; UP +8% YoY
- Other Bets: $400M (Est. $573M)
Key Financial Metrics:
- Traffic Acquisition Cost (TAC): $14.85B (Est. $15.01B)
- Total Operating Expenses: $30.97B
- Free Cash Flow: $26.01B; UP +20% YoY
Strategic Updates & Guidance:
- Alphabet expects to invest approximately $75B in capital expenditures in 2025, significantly higher than the $57B in 2024.
- CEO Sundar Pichai highlighted AI innovations, including Gemini models, Google Cloud AI growth, and AI-driven search enhancements.
- Cloud & YouTube exited 2024 with a combined annual revenue run rate of $110B.
- Google continues to see robust AI-driven demand across search, cloud, and YouTube monetization efforts.
Dividend Announcement:
- Alphabet declared its first-ever dividend of $0.20 per share.
Comment from CEO Sundar Pichai:
- "The fourth quarter was a strong quarter, driven by our leadership in AI and momentum in our core businesses. We are developing AI faster than ever, increasing efficiency and expanding our cloud and YouTube ecosystem. Our investments will accelerate growth opportunities in 2025."
