2Sem.·

Alphabet Q2'25 earnings highlights

$GOOGL (+0,08 %)
$GOOG (+0,07 %)

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  • Earnings per share: USD 2.31 (estimated USD 2.18) ✅ ; increase of +22% compared to the previous year
  • Sales: USD 96.43 billion (estimated USD 93.97 billion) ✅ ; increase of 14% compared to the previous year


  • Capital expenditure in financial year 2025: ~ USD 85 billion (previously: USD 75 billion; estimate: USD 73.31 billion) ✅
  • Operating margin: 32% (estimate: 33%)❌
  • Net income: 28.2 billion; increase of +19% compared to the previous year


Google services:

  • Revenue: USD 82.54 billion (estimate: USD 80.44 billion) ✅ ; increase of +12% compared to the previous year
  • Operating result: USD 33.06 billion (estimated USD 32.89 billion) ✅ ; increase of +11% compared to the previous year


Google Advertising:

  • Total advertising revenue: USD 71.34 billion (estimated USD 69.71 billion) ✅ ; increase of +10% compared to the previous year
  • Search and other: USD 54.19 billion (estimated USD 52.86 billion) ✅ ; increase of +12% compared to the previous year
  • YouTube ads: USD 9.80 billion (estimated USD 9.56 billion) ✅ ; increase of 13% compared to the previous year
  • Google Network: USD 7.35 billion (estimated USD 7.25 billion) ✅ ; decrease of -1.2 % compared to the previous year


Google Cloud:


  • Revenue: USD 13.62 billion (estimated USD 13.14 billion) ✅; increase of 32% compared to the previous year
  • Operating result: USD 2.83 billion (estimated USD 2.25 billion) ✅ ; compared to USD 1.17 billion in the previous year


Comment from CEO Sundar Pichai:


  • "We had an outstanding quarter with robust growth across the company."
  • "AI is having a positive impact on all business areas and is creating strong momentum."
  • "Search achieved double-digit revenue growth and new features such as AI overviews and AI mode are working well."
  • "Cloud saw strong growth in revenue, backlog and profitability."
  • "Its annual revenue is now more than 50 billion dollars."
  • "We are increasing our investment in capital expenditure to around 85 billion US dollars in 2025."
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30 Commentaires

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Why no 10% plus🚀😂
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@Therapeut because they usually sell when the figures are good 😁. At first glance, you can't really find much to criticize
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@Therapeut I wonder the same thing. These are top figures.
Tesla's figures are once again miserable...
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@Marcelo-80 Maybe some people don't like the CAPEX increase to 85 billion. Wait and see can still change. In any case, it's important for the market that they haven't messed it up.
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@Therapeut but is normal
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@Marcelo-80 At any other company it would be +10% 😂 But the expectations were probably that high...
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@BavarianLion wait and see, may still change.
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@BamBamInvest I don't understand what you mean right now?
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@BamBamInvest mega funny today. At $GOOGL $FI and $APH. Price is behaving much worse than it should be
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@BavarianLion that the share price could still turn green, as has happened.
Sell on good news
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Voir toutes les 2 autres réponses
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I think now is a good time to get in! The share is still doing brilliantly. What it lacks, and I think this also distinguishes Google from the other M7s, is a media-effective CEO like Elon Musk or the one from Nvidia (sorry, I can't think of the name at the moment).
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I can't believe it 😄 these are such sick numbers again 😂 holy shit.
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Google is simply a MACHINE
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I've sold some $O to grab more $GOOGL at the -2% drop
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The cloud business is simply brutal
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I no longer understand the world 🤦‍♀️
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@Semos25 well normal , $GOOGL good figures fall, $TSLA bad figures rise 🤣. So normal in practice, but wait and see can still turn.
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@BamBamInvest Turning already! :-)
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@schlimmschlimm at last !!!
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@BamBamInvest Tesla is just a real cult stock :D
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@Konstantin85 absolutely, you get the feeling Musk says everything just so that the share price doesn't crash 😂
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You just want to be part of it....
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Danke Sundar Pichai
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Alphabet 🥳🔝
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Very nice figures, everyone is crying about the search area, but as long as they continue to grow, everything is gucci
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@Investingyoung I agree 👍
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