GOOG Company Report

Alphabet reported revenues of $102,346 million for Q3 2025, marking a 16% year-over-year increase.
Net income grew 33% to $34,979 million, with diluted EPS at $2.87, up 35% from Q3 2024.
Income from operations was $31,228 million in Q3 2025, which included a $3.5 billion EC fine.
The trailing twelve months free cash flow increased 32% year-over-year to $73,552 million as of Q3 2025.

Oct 29, 2025, 9:30 PM

Alphabet Reports Strong Q3 2025 Results with Record Revenue and Increased AI Adoption

GOOG

Earnings

Revenue Acceleration/Inflection

New Projects/Investments

Alphabet achieved its first-ever $100 billion quarter in Q3 2025, with consolidated revenue reaching $102.3 billion, a 16% year-over-year increase. This led to a 33% rise in net income to $35 billion and a 35% increase in EPS to $2.87.
All major segments contributed to growth, with Google Services revenue up 14% to $87.1 billion and Google Cloud revenue surging 34% to $15.2 billion. Cloud's operating income increased 85% to $3.6 billion, and its backlog grew 46% quarter-over-quarter to $155 billion.
AI is a key driver, with the Gemini app now having over 650 million monthly active users and AI mode in Search reaching over 75 million daily active users. Revenue from products built on generative AI models grew over 200% year-over-year in Q3.
The company returned $11.5 billion to shareholders via stock repurchases and $2.5 billion through dividends. Capital expenditure for 2025 is now projected to be between $91 billion and $93 billion, an increase from the previous estimate of $85 billion, with further significant increases expected in 2026.

Oct 29, 2025, 9:30 PM

Alphabet Reports Record Q3 2025 Revenue Driven by AI and Cloud Growth

GOOG

Earnings

Revenue Acceleration/Inflection

New Projects/Investments

Alphabet achieved its first-ever $100 billion quarter, with consolidated revenue reaching $102.3 billion, a 16% year-over-year increase. Net income grew 33% to $35 billion, and earnings per share increased 35% to $2.87 for Q3 2025.
Google Services revenue increased 14% to $87.1 billion, driven by Search and other advertising up 15% to $56.6 billion and YouTube advertising up 15% to $10.3 billion. Subscriptions, platforms, and devices revenue grew 21% to $12.9 billion, contributing to over 300 million paid subscriptions.
Google Cloud revenue surged 34% to $15.2 billion, with operating income increasing 85% to $3.6 billion and operating margin expanding to 23.7% in Q3 2025. The Cloud backlog grew 46% quarter-over-quarter to $155 billion, driven by strong demand for enterprise AI.
The company is significantly investing in AI, with CapEx for 2025 now projected between $91 billion and $93 billion, up from the previous estimate of $85 billion. AI is driving growth across Search (e.g., AI Max, AI overviews now scaled to over 2 billion users) and Cloud.
Alphabet returned capital to shareholders through $11.5 billion in stock repurchases and $2.5 billion in dividend payments in Q3 2025. Operating income and margin were impacted by a $3.5 billion charge related to a European Commission fine.

Oct 29, 2025, 9:30 PM

Alphabet Reports Strong Q3 2025 Results Driven by AI and Cloud Growth

GOOG

Earnings

Revenue Acceleration/Inflection

New Projects/Investments

Alphabet achieved its first-ever $100 billion quarter in Q3 2025, with consolidated revenue reaching $102.3 billion, a 16% year-over-year increase. Net income grew 33% to $35 billion, and earnings per share increased 35% to $2.87.
AI is driving significant business results across the company, contributing to double-digit growth in major segments. AI Overviews and AI Mode are accelerating query growth in Search, and AI Max is the fastest-growing AI-powered Search Ads product.
Google Cloud demonstrated strong momentum, with revenue increasing 34% to $15.2 billion in Q3 2025. The Cloud backlog grew 46% quarter-over-quarter to $155 billion, and revenue from generative AI models grew over 200% year-over-year.
Google Services revenues increased 14% to $87.1 billion, driven by strong performance in Google Search, YouTube advertising, and subscriptions. YouTube advertising revenues grew 15% to $10.3 billion, and the company crossed 300 million paid subscriptions.

Oct 29, 2025, 9:30 PM

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