No. of Recommendations: 6
EPS : $2.82
Revenue : $113.8B
https://www.cnbc.com/2026/02/04/alphabet-googl-q4-...both numbers are well ahead of estimates. nice quarter for sure.
TTM revenue exceeded $400B for the first time, and the stock is trading at about 10x that level, which is at the upper end of the historical range, but revenue growth is also accelerating now up 18%.
YoY revenue growth by quarter
Q4 : 18%
Q3 : 15%
Q2 : 13%
Q1 : 12%
--> NICE!
One blemish, YouTube advertising revenue is only up 9%, apparently the election spending last year was difficult hurdle.
This quote is encouraging
“As we scale, we are getting dramatically more efficient,” Pichai said. “We were able to lower Gemini serving unit costs by 78% over 2025 through model optimizations, efficiency and utilization improvements.”The AI world seems to be aligning with the following
* Consumer AI --> Google winning
* Enterprise AI --> Anthropic winning
Which leaves OpenAI / Microsoft scrambling right now...
tecmo
...
