Alphabet Poised for Another Earnings Beat as Cloud and AI Drive Growth
Alphabet Inc. (GOOGL) is expected to report Q4 2025 earnings of $2.63 per share on $111.3 billion revenue, marking a 23% EPS jump and 15% year-over-year growth. The tech giant has beaten estimates for nine consecutive quarters, fueled by its cloud division and AI advancements.
Google Cloud revenue is projected to surge 35% to $16.2 billion, with operating margins expanding to 22.7% from 17.5%. The unit benefits from soaring demand for AI infrastructure, as Alphabet ramps up data center investments—capex could reach $116 billion in 2026.
The stock has rallied 81% since the Gemini 3 AI launch, which helped Google maintain its 90% search dominance through AI-powered summaries. This earnings report will test whether Alphabet can sustain its AI momentum against rivals like BTC miners and ETH-based cloud solutions.
