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 reall…

• @stevehou Steve Hou on x

  AI demand launched Google Cloud, which has been a uniquely and grossly mismanaged product in alphabet's product portfolio, into a pole position growing faster than Azure. That's why Google is doubling its AI capex. With AI demand, GCP could eclipse Azure or possibly even AWS. [im…

• @kimmonismus @kimmonismus on x

  While OpenAI and Anthropic are engaged in a public PR squabble, Google is setting new records: a year-on-year growth of 17% in search revenue alone was achieved, even though many predicted the end of Google Search with the advent of GPT-4. While two argue, the third rejoices. [im…

• @markgurman Mark Gurman on x

  As I've been reporting, Google says Apple will be using Google Cloud as part of the Gemini deal. This doesn't square at all with Apple's claims about using its own servers/Private Cloud Compute. Apple is using Google Cloud for the chatbot Siri in the fall. https://www.bloomberg.c…

• @thestalwart Joe Weisenthal on x

  This is another wild slide. $GOOGL's top line is actually accelerating as it gets larger. [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]

• @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%

• @munster_gene Gene Munster on x

  $GOOG's business and growth outlook is rock solid. Shares sold off on the massive CapEx guide, comments on rising depreciation impacting earnings, and unknowns around quarter-to-quarter Cloud growth. [video]

• @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

• @samsheffer Sam Sheffer on x

  four hundred billion in revenue google is on a generational tear

• @markgurman Mark Gurman on x

  The difference may be Apple is considering Siri and Apple Intelligence 2 different things. Apple servers for non-Siri features + Google servers for new Siri features. The last thing Apple wants is to hurt its privacy stance, which is its only (albeit irrelevant) differentiator.

• @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]

• @markgurman Mark Gurman on x

  The other item here: Apple has used Google Cloud for iCloud data servers for years.

• @rseroter Richard Seroter on x

  THANK you for investing more of your time and money into @googlecloud workloads. It's a rocket ship and we're doing our best to give you outsized value in return. https://abc.xyz/... [image]

• @stocksavvyshay Shay Boloor on x

  Sundar said leading SaaS customers are embedding $GOOGL Gemini into core workflows driving higher usage & productivity which management framed as a positive signal for software companies. He added AI demand remains supply constrained with multi-year capex planning & in-house [ima…

• @yuchenj_uw Yuchen Jin on x

  The Gemini app hit 750M+ monthly active users in Q4 2025. ChatGPT was reported to have 810M monthly active users by the end of 2025. The gap is shockingly small. Gemini has a real shot at passing ChatGPT. [image]

• @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…

• @deryatr_ Derya Unutmaz on x

  Google is poised to become the most valuable company in history soon, with a potential valuation of $5 trillion by next year!

• @noahpinion Noah Smith on x

  It'll be kind of insane if Google ends up winning the AI era

• @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]

• @blondesnmoney @blondesnmoney on x

  If $GOOG is spending $175 Billion - $185 Billion on Capex vs $115 B consensus estimate, I think it's because they see a decent ROI on that cash. Do you think they would be that out of line if they didn't see a massive opportunity?

• @mikeisaac Rat King on x

  google believes it will spend around $180 billion — more than the gross domestic product of Morocco — on ai infrastructure and data centers this year [image]

• @munster_gene Gene Munster on x

  Regarding the question about how early we are in AI? $GOOG guided Capex this year to grow at 108% at $175-185B. Previously the Street was expecting 30% growth, or $116B. Meta is now well behind Google at 74% growth. Let the arms race continue.

• @qualityinvest5 @qualityinvest5 on x

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

• @rihardjarc Rihard Jarc on x

  $GOOGL is a company that doesn't do hype. For them to go and increase CapEx from $90B to $180B is probably the most bullish thing long-term investors can see as it shows the scale of future revenue growth. I am shocked that at this stage most still don't understand this.

• @divestech Dan Ives on x

  Alphabet A+ results and Google Cloud and Search clear standouts. The 26 Capex number we loudly applaud as Google aggressively going after AI Revolution. In a massive position of strength for 2026...also positive tea leaves around Apple AI partnership. Positive for tech/chips 🏆🐂

• @byrnehobart Byrne Hobart on x

  Google's capex guide this year is higher than their cumulative capex from founding through the end of 2021.

• @geiger_capital @geiger_capital on x

  2026 CAPEX: $GOOGL - $175B-$185B vs $119B est $META - $115B-$135B vs $110B est $TSLA - $20B vs $11B est $AMZN - *tomorrow vs $145B est The hyperscalers are going all in on AI. [image]

• @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

• @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?

• @stocksavvyshay Shay Boloor on x

  $GOOGL said ~60% of capex is going toward servers & machines with ~40% into data centers & networking. About 50% of 2026 ML compute goes to Google Cloud which means half of their AI compute is being directed toward revenue-generating external demand. [image]

• @dampedspring Andy Constan on x

  Massive guide on Capex $GOOG. They are gonna have to end share repurchase and issue debt in size [image]

• @thestalwart Joe Weisenthal on x

  $AVGO shareholders loving that $GOOGL CAPEX number [image]

• @josephpolitano @josephpolitano on x

  google is gonna spend the GDP of morocco on data centers this year lol

• @jeffdean Jeff Dean on x

  Very proud to see the progress across so many areas. Great to see @GeminiApp hit 750M monthly active users, and the use of our Gemini models across many products and Cloud surfaces is strong: 10B tokens/minute is 166M tokens/sec (TPUs!), or ~1750 tokens/person on earth per day.

• @zeffmax Max Zeff on x

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

• @officiallogank Logan Kilpatrick on x

  Gemini now processes over 10 billion tokens per minute via direct API use by our customers and the Gemini App just crossed 750M monthly active users : )

• @mweinbach Max Weinbach on x

  750M monthly active users for Gemini They've almost caught up to ChatGPT that's insanely impressive

• r/technology r on reddit

  Google's Gemini app has surpassed 750M monthly active users

• @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...

• @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/ ...

• @hernanlopez Hernan Lopez on x

  ...THE BIGGER PICTURE: -> YouTube monetizes attention at a lower RPMH than Netflix and Meta, but at massive scale -> The platform is executing a multi-device (mobile -> TV), multi-revenue (ads -> subscriptions) playbook that competitors are now trying to replicate -> Free options…

• @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.

• @signulll @signulll on x

  this is a 28 year old company with insane product diversity which seems almost entirely resistant to shocks, incompetence, competitors, & even regulators... & also still growing at a pace that makes no sense at this scale. is this the greatest singular business ever created? like…

• @isforat Brian Hall on x

  $15B in operating income in last year... Amazing how many people said Google should or would get out of cloud. And how many people don't know the amount of excellent execution it took to make this happen...

• @aakashgupta Aakash Gupta on x

  Sundar just told you Google is becoming an infrastructure company and nobody's repricing. The victory lap covers $400B in annual revenue, 18% growth, and 48% cloud acceleration. The numbers are legitimately excellent. Beat on both top and bottom lines. But the number he slipped

• @vicvijayakumar Vic on x

  This man is going down in history as one of the best wartime ceos. [image]

• @mark_k Mark Kretschmann on x

  Gemini has achieved a major milestone, surpassing 750 million monthly active users, according to recent Q4 earnings highlights shared on social media. This surge in adoption of @GeminiApp is part of a historic financial period for the company, which saw annual revenues exceed [im…

• @munster_gene Gene Munster on x

  Native Gemini subs are now 750m weekly, up from 650m in September. OpenAI is at 900m. The gap is 150m today. Six months ago it was about 300m gap. Sundar said also had a “sharp increase in usage” by each users. My take: More users, more usage by each user. $GOOG

• @jerrycap @jerrycap on x

  Google heading to $200 billion in Capex. Anthropic has zero ability to compete with that. End of Story. Amazon doesnt seem to care OAI is a complicated shitco that holds Microsoft back from vertical integration. Meta is the only other viable competitor to Google.

• @obsidiancap1 @obsidiancap1 on x

  Spend too much on capex, jail Spend too little on capex, jail You spend just right on capex, believe it or not, jail