Alphabet (GOOGL) Cements AI Dominance with Record Q3 Earnings
Alphabet's Q3 2025 earnings shattered expectations, marking its first $100 billion-plus quarter. Revenue surged 16% year-over-year to $102.3 billion, powered by a resurgent Google Cloud division achieving record 24% operating margins. The tech giant has transformed its AI narrative—once questioned—into a competitive edge, with its Gemini models now central to a tightly integrated ecosystem.
Investor skepticism about Alphabet's AI roadmap has evaporated. The company demonstrates that scale need not hinder growth, with expanding deal sizes and accelerating backlog growth signaling sustained momentum. Market pullbacks now present strategic entry points for long-term positions in this reinvigorated growth story.