Discussion

• @sundarpichai Sundar Pichai on x

  Our Q4/FY'25 results are in. Thanks to our partners & employees, it was a tremendous quarter, exceeding $400B in annual revenue for the first time. Our full AI stack is fueling our progress, and Gemini 3 adoption has been faster than any other model in our history. We're really […

• @zeffmax Max Zeff on x

  google gemini has 750 million MAUs 👀 the race to a billion users is on

• @munster_gene Gene Munster on x

  $GOOG down 1% on these results is hard to believe and speaks to investors fears are not going away. Good news is investors over time will likely give the stock credit. Last week $AAPL's blowout the quarter yielded the stock down about 2% the next day. Since then it's up 9%

• @samsheffer Sam Sheffer on x

  four hundred billion in revenue google is on a generational tear

• @rustybrick Barry Schwartz on x

  Whoa - Google's biggest ad revenue and overall revenue quarter ever at $113B (overall) and $82B (ad revenue) - here are the charts https://www.seroundtable.com/ ... [image]

• @bushwoodcap Carl Spackler on x

  “Tremendous quarter for Alphabet — annual revenues exceeded $400 billion for the first time.” - Sundar Pichai $GOOG results: - Search +17% - YouTube +9% - Cloud +48% Biggest question = Capex guide ($175 to $185 billion) — double what it was in 2025. [image]

• @qualityinvest5 @qualityinvest5 on x

  I better not see a SINGLE PERSON question the AI Capex spend after this $GOOGL report WOW... [image]

• @loudmouthjulia Julia Alexander on x

  YouTube's ad revenue for the year came in at just over $40.3B. Impressive. To compare, Netflix's annual ad revenue was $1.5 billion — although it's impossible to compare businesses — BUT that's still about $10 billion LESS than what Reels ~alone~ generated in annual run rate.

• @loudmouthjulia Julia Alexander on x

  Also in Alphabet's earnings: Google surpassed 325 million paid subscriptions, led by Google One and YouTube Premium. Up just under 20 percent compared to Q1 2025. Both ads + subs business is growing healthily. I imagine this will come up in Ted Sarandos' regulatory convos...

• @thetranscript_ @thetranscript_ on x

  Alphabet CEO guiding to $175-185B in FY26 capex vs $91.4B in FY25 [YoY increase of ~92-102%] “To meet customer demand and capitalize on the growing opportunities we have ahead of us, our 2026 CapEx investments are anticipated to be in the range of $175 to $185B.” $GOOG $GOOGL [im…

• @joecarlsonshow Joseph Carlson on x

  Google does it again. Another incredible report... Google just grew cloud *48%* Revenue grew 18% Search grew 17% Gemini has 750 million monthly users More than 350 million paid subscriptions $GOOG $GOOGL

• @stocksavvyshay Shay Boloor on x

  $GOOGL posted $400B+ in annual revenue with Gemini scaling to 10B+ tokens per minute and 750M MAUs alongside record Search usage. YouTube also passed $60B in annual revenue and Cloud exited 2025 at a $70B+ run rate. [image]

• @zeffmax Max Zeff on x

  Meta plans to spend up to $135B on capex this year Google plans to spend up to $185B on capex this year How exactly do OpenAI and Anthropic not fall behind without raising $100B rounds, or going public, this year? Maybe more importantly, does AI spending double in 2027 again?

• @bespokeinvest @bespokeinvest on x

  There are only 59 other companies in the S&P 500 that Alphabet couldn't buy with the $180 billion in CapEx it plans for this year. $GOOGL

• @lucas_shaw Lucas Shaw on x

  YouTube eclipsed $60 billion in sales last year — more than every entertainment company on earth other than Disney. (And that's only if you include parks.) https://www.hollywoodreporter.com/ ...