GOOG Earnings Prediction
The chart below shows how GOOG performed 10 days before and after its earnings report, based on data from the past quarters. Typically, GOOG sees a -2.40% change in stock price 10 days leading up to the earnings, and a -2.16% change 10 days following the report. On the earnings day itself, the stock moves by +1.12%. This data can give you a slight idea of what to expect for the next quarter's release.
GOOG Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
90.23B
12.04%
-6.46%
Gross Margin
59.70%
2.35%
3.11%
Operating Margin
34.24%
4.33%
7.07%
Net Margin
38.28%
19.66%
39.15%
EPS
2.81
48.68%
39.80%
No Data Available
GOOG Earnings Analysis
Alphabet Inc Corporation (GOOG.O) Earnings Conference Call
Positive
Earnings Per Share Beat: Alphabet Inc. reported an EPS of $2.81, exceeding expectations of $2.01, indicating strong financial performance.
Consolidated Revenue Increase: The company experienced a 12% increase in consolidated revenues, reaching $90.2 billion, showcasing robust growth across various segments.
Google Services Revenue Increase: Google services revenues increased by 10% to $77.3 billion, driven by strong growth in Search and YouTube advertising.
YouTube Subscription Milestone: YouTube subscriptions surpassed 125 million globally, contributing significantly to revenue growth, particularly through YouTube Music and Premium.
Cloud Revenue Surge: Google Cloud revenue grew by 28% to $12.3 billion, reflecting strong demand for AI products and services, with an operating margin increase to 17.8%.
AI User Growth: AI Overviews reached over 1.5 billion users per month, demonstrating the successful integration of AI into Search and its positive reception.
AI Model Innovation: The launch of Gemini 2.5, recognized as the best AI model in the industry, is expected to drive future innovation and growth.
Passenger Trip Growth: Waymo is now serving over a quarter of a million paid passenger trips weekly, marking a 5x increase from the previous year, indicating strong operational growth.
Share Repurchase and Dividend Increase: The company announced a $70 billion share repurchase authorization and a 5% increase in quarterly dividends, reflecting confidence in future performance.
Negative
Network Revenue Decline: Google's network revenues declined by 2%, indicating a potential weakness in this segment.
Operating Expenses Concern: Operating expenses increased by 9% to $23.3 billion, which could raise concerns about cost management.
Rising Depreciation Expenses: Depreciation expenses grew by over $1 billion year-on-year, suggesting increased costs associated with infrastructure investments.
Other Bets Revenue Challenges: The Other Bets segment reported a revenue of only $450 million with an operating loss of $1.2 billion, highlighting ongoing challenges in this area.
Cloud Revenue Variability: The company expects variability in cloud revenue growth rates due to a tight demand-supply environment, which could impact future performance.
Depreciation Growth Impact: There is an anticipated increase in depreciation growth rates throughout 2025, which may pressure profitability.
Capital Expenditures Impact: The significant increase in capital expenditures (CapEx) over the past few years is expected to continue impacting the profit and loss statement, particularly through higher depreciation costs.
GOOG FAQs
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GOOG Earning Call Sentiment
Alphabet Inc. (NASDAQ:GOOG) Q1 2025 Earnings Call Transcript
GOOG.O
3.37%Positive
The earnings report shows strong financial performance with significant revenue, EPS, and net income growth. The company's strategic investments in AI and cloud are paying off, as evidenced by robust cloud revenue growth. The dividend increase and large share repurchase authorization are positive signals for shareholders. However, concerns about rising depreciation costs and potential advertising revenue impact in 2025 are noted. The Q&A indicates management confidence, but some lack of detail on cost management strategies. Overall, the positives outweigh the negatives, suggesting a positive stock price movement.
