Alphabet Inc (GOOG) FY2025Q3 Earning Prediction

10/29 04:00:00

After Hours

Alphabet Inc (GOOG) is set to release its FY2025Q3 earnings performance on 10/29 04:00:00 in After Hours trading. Consensus forecasts predict a revenue of 100.14B and an earnings per share (EPS) of 2.26 for the FY2025Q3. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!

Estimate

Actual

Surprise

RevenueBEAT

100.14B

102.35B

+2.20%

EPSBEAT

2.26

2.87

+26.99%

AI Summary

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AI Earnings Prediction

Prediction for FY2025Q3

Earnings Date: Oct 29, 2025

Google is expected to achieve a strong earnings beat driven by robust cloud revenue growth, AI-driven ad tools, and operational efficiency.

Strong Beat

Last 0 quarters:

4 beats1 misses

Scenario Analysis

The AI analyzes the probability of each scenario occurring and identifies the triggering conditions.

Scenario

Prob.

Stock Reaction

Trigger Condition

Strong Beat

40%

+8-12%

Cloud Rev growth >35%, YouTube Ads >15% YoY.

Beat

35%

+3-7%

Cloud Rev ~32%, YouTube Ads ~14%, in-line margins.

Neutral

15%

Flat

Mixed results with weak FCF/operating margins.

Miss

-4-6%

Cloud growth <30%, ad spend slowdown.

Strong Miss

-10%+

YouTube content loss, cloud delays.

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Key Indicators Forecast

The AI provides itemized forecasts for key indicators, potentially including revenue, EPS, gross margin, and free cash flow.

Revenue

EPS

Currency:

No data

Actual

Estimate

Metric

Prediction

Justification

Google Cloud Revenue Growth

Strong Beat

Anthropic’s 1M TPU expansion, Meta’s $10B deal, multi-cloud adoption tailwinds.

YouTube Advertising Revenue

Beat

AI-driven ad tools, resilient spend trends, but content costs limit upside.

Operating Income Growth Rate

Beat

Cloud margin leverage, cost controls offsetting CapEx.

Subscription Platforms & Devices

Beat

Gemini AI integrations (GM, Google TV) and YouTube Premium growth.

Free Cash Flow

Neutral

High CapEx ($9B data centers) offsets revenue strength.

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Prediction Logic & Rational

Fact data indicates Google Cloud is poised for accelerated growth via Anthropic’s expanded TPU usage ($10B+ deal), Meta’s $10B cloud contract, and enterprise partnerships (Salesforce, GM, Gap). Analysts highlight Q3 cloud acceleration (Raymond James, Scotiabank) and margin expansion. YouTube Ads benefit from AI-driven direct response tools and resilient spend (Stifel, BofA checks), offsetting content renewal risks. Operating income should expand due to cloud efficiency gains and ad monetization, despite CapEx. Market expectations are high ( 31.5% stock outperformance), but AI/cloud catalysts likely exceed consensus.

Prediction Logic & Rational

Tactical Strategy Recommendations

Stock: Long GOOG shares ahead of earnings. High institutional momentum supports upside.
Options: Buy Oct 29 $260 calls (IV spike play) or sell Oct 29 $240 puts for premium capture.
Pairs Trade: Long GOOG vs. Meta (META) due to Google’s AI monetization edge.
Post-Earnings: Trim positions on a >10% rally; hold if guidance raises FY2026 cloud targets.

Tactical Strategy Recommendations

Earnings Surprise Analysis

The chart displays the extent of earnings surprises and corresponding stock price movements for each earnings event.

Revenue

EPS

GOOG Transcript

Alphabet Inc. (GOOGL) Q3 2025 Earnings Call Transcript

Positive10-29

The earnings call reflects strong growth in AI-driven products, high demand for Google Cloud, and effective monetization strategies, particularly in YouTube and AI Overviews. Despite some caution due to increased expenses and lack of specific guidance, the overall sentiment remains positive with promising developments in AI and cloud sectors.

Alphabet Inc. (GOOG) Q2 2025 Earnings Call Transcript

Positive7-23

The earnings call summary highlights strong financial performance, notable product developments, and strategic market expansions, such as the Gemini 2.5 launch and Waymo's expansion. The Q&A session reinforced positive sentiment with strong traction in AI and cloud services, despite some uncertainties in advertising revenue. The company's strategic investments and positive outlook on AI and cloud offerings suggest a favorable stock price movement. However, the lack of clear guidance on future ad revenue and evolving business models introduces some caution, resulting in a positive, rather than strong positive, sentiment rating.

YouTube at MoffettNathanson Conference: AI and Monetization Drive Growth

Neutral5-15

Alphabet Inc. (GOOG) MoffettNathanson 2025 Media, Internet & Communications Conference (Transcript)

Neutral5-15

GOOG Slides

Alphabet Q2 2025 slides: revenue up 14%, Google Cloud margin nearly doubles

2025-07-23

GOOG Report

Frequently Asked Questions

What is the Alphabet Inc FY2025Q3 Earnings Release Date and Time?

Alphabet Inc (GOOG) is scheduled to release its FY2025Q3 earnings report onOct 29, 2025, After Hours(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.

What Are the Consensus Forecasts for Alphabet Inc FY2025Q3 Revenue and EPS?

Analysts' consensus predicts 100.14B in revenue and an EPS of 2.26 for Alphabet Inc's FY2025Q3.

What Does Intellectia's AI Predict for Alphabet Inc FY2025Q3 Earnings?

Intellectia's exclusive AI algorithms forecast a Strong Beat forAlphabet Inc's FY2025Q3 earnings, with a prediction date of Oct 29, 2025. Alphabet Inc Google is expected to achieve a strong earnings beat driven by robust cloud revenue growth, AI-driven ad tools, and operational efficiency.

How Can I Use This Earnings Prediction to Trade GOOG Stock?

Leverage Intellectia's AI forecast to position trades ahead of theOct 29, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.

How Accurate Is Intellectia's AI for Earnings Predictions Like Alphabet Inc FY2025Q3?

Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.

How does AI Earnings Prediction generate its forecasts?

AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!

When are the predictions available, and how often are they updated?

Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.

Can I use AI Earnings Prediction for all types of stocks?

Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2024-2025 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!