GOOG Research | Milton Maxwell

GOOG

Alphabet Inc.

307.73

-1.59-0.51%

Dec 16, 4:00:01 PM EST

Upcoming Earnings

Report date

≈ -/-

Earnings Call Transcripts

This Quarter (Q1 '26)

No earnings call transcript available yet

Last Quarter (Q4 '25)

No earnings call transcript available

Key Stats

Market Cap

3.71T

P/E (TTM)

30.41

Basic EPS (TTM)

10.12

Dividend Yield

Recent Filings

8-K

Pichai's triennial equity grant

3/6/26Mar 6, 2026

Alphabet's board approved a triennial equity grant to CEO Sundar Pichai on March 4, 2026, maintaining his $2M salary with no bonus. It includes $126M in PSUs tied to TSR over 2026-2028, $84M in GSUs vesting through 2029, plus $130M Waymo and $45M Wing BPUs based on unit value growth. This incentivizes scaling Other Bets. Vesting ranges 0-200%; pro-rata on termination without cause.

8-K

Alphabet closes $20B+$5.5B notes

2/13/26Feb 13, 2026

Alphabet closed $20B U.S. dollar senior notes and £5.5B Sterling notes on February 13, 2026, spanning maturities from 2029 to 2126 with rates up to 6.125%. Tranches include $4.25B 4.8% due 2036 and £1.25B 5.875% due 2058. Notes issued under 2016 indenture. Long-dated debt locks in funding.

10-K

FY2025 10-K incomplete

2/5/26Feb 5, 2026

Alphabet's 10-K for FY2025 ended December 31, 2025 lacks financial statements, MD&A, or quarterly breakdowns, so revenue, profitability, and Q4 metrics not disclosed. No y/y or q/q deltas available. Balance sheet details absent; debt types listed but totals omitted. No capex, cash flow, or capital allocation data provided. No guidance disclosed. Regulatory scrutiny remains a key risk.

8-K

Q4 revenues up 18% to $113.8B

2/4/26Feb 4, 2026

Alphabet crushed Q4 2025 with revenues up 18% to $113.8B, driven by Google Cloud's 48% surge to $17.7B on AI demand while Services grew 14%. Annual revenues topped $400B for the first time; net income jumped 30% to $34.5B. Cloud hit $70B run rate. CapEx to hit $175-185B in 2026. Waymo weighed on margins with $2.1B charge.

8-K

Alphabet closes $17.5B+$6.5B notes

11/6/25Nov 6, 2025

Alphabet closed $17.5B U.S. dollar senior notes and €6.5B euro senior notes offerings on November 6, 2025, spanning maturities from 2028 to 2075 with rates from floating to 5.700%. Tranches include $4B 5.450% notes due 2055 and €1.25B 4.375% notes due 2064. Locks in funding across currencies.

About

Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment provides products and services, including ads, Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube. It is also involved in the sale of apps and in-app purchases and digital content in the Google Play and YouTube; and devices, as well as the provision of YouTube consumer subscription services, such as YouTube TV, YouTube Music and Premium, NFL Sunday Ticket, and Google One. The Google Cloud segment provides consumption-based fees and subscriptions for AI solutions, including AI infrastructure, Vertex AI platform, and Gemini for Google Cloud. It also provides cybersecurity, and data and analytics services; Google Workspace that include cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet; and other services for enterprise customers. The Other Bets segment sells healthcare-related and internet services. Alphabet Inc. was incorporated in 1998 and is headquartered in Mountain View, California.

CEO

Mr. Sundar Pichai

IPO

8/19/2004

Website

https://abc.xyz

Employees

190,167

Sector

Communication Services

Industry

Internet Content & Information