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Alphabet reports Google Cloud Q3 revenue of $15.15B, vs. $14.74B est., and raises 2025 capex forecast to between $91B and $93B, after projecting $85B in July

The search company reported cloud revenue … Bluesky: Ed Zitron / @edzitron.com : No it doesn't!  Google doesn't break out its AI revenue and never has.  Making this assumption misleads retails investors [embedded post] Forums: Hacker News : Alphabet tops $100B quarterly revenue for first time, cloud grows 34% r/google : Alphabet tops $100 billion quarterly revenue for first time, cloud grows 34% r/GOOG_Stock : Alphabet tops $100 billion quarterly revenue for first time, cloud grows 34% r/wallstreetbets : Alphabet tops $100 billion quarterly revenue for first time, cloud grows 34% BeauHD / Slashdot : Alphabet Tops $100 Billion Quarterly Revenue For First Time 1

CNBC Jennifer Elias

Discussion

  • @_josenajarro Jose Najarro Stocks on x
    $GOOGL THIS IS WILD for Google Cloud!! Latest Quarter Vs Sept 2023 - Revenue has less than doubled, but Operating Income grew nearly 14x Sept 2024- Revenue grew 40% but operating income grew nearly 90% Even on a Q/Q basis, the speed of Operating income growth is leaps larger [ima…
  • @munster_gene Gene Munster on x
    $GOOG still expects tight capacity for Google Cloud in December and throughout 2026. That means whatever growth they report could have been higher if they had more capacity.
  • @divestech Dan Ives on x
    Massive cloud numbers from the hyperscalers Microsoft and Google. This is the biggest barometer for AI demand and enterprise demand in this AI Revolution. Knee jerk reactions noise...this is validation for tech bull thesis as AI hits next stage of growth. Calls will be key 🔥🏆🐂
  • @joecarlsonshow Joseph Carlson on x
    Google Cloud signed more $1 billion dollar deals in the first 9 months of 2025 than the past two years combined.
  • @edzitron.com Ed Zitron on bluesky
    No it doesn't!  Google doesn't break out its AI revenue and never has.  Making this assumption misleads retails investors [embedded post]
  • r/google r on reddit
    Alphabet tops $100 billion quarterly revenue for first time, cloud grows 34%
  • r/GOOG_Stock r on reddit
    Alphabet tops $100 billion quarterly revenue for first time, cloud grows 34%
  • r/wallstreetbets r on reddit
    Alphabet tops $100 billion quarterly revenue for first time, cloud grows 34%