Alphabet (GOOGL) Company Report

SandboxAQ and MapLight have formed a strategic collaboration to discover and develop potential first-in-class therapies targeting a novel GPCR for CNS disorders.
SandboxAQ will receive an upfront payment and is eligible for up to $200 million in aggregate milestone payments.
The collaboration grants MapLight exclusive rights for clinical development and commercialization of the compounds.
SandboxAQ will leverage its AQBioSim platform—combining large-scale AI models and molecular simulation—to accelerate design-make-test-analyze cycles.

5 days ago

Press Release

Alphabet faces antitrust search remedies

GOOGL

Legal Proceedings

U.S. District Judge Amit Mehta finalized a remedial plan largely favoring the DOJ, requiring Google to share its search index and user data, but declined the DOJ’s demand to divest Chrome and Android.
Google’s proposals for stricter controls on data recipients and relaxed AI-related injunctions were rejected, with the judge calling the latter a “semantic head fake”.
Investors reacted positively, driving Alphabet shares up 8% in extended trading as the ruling’s impact was seen as relatively minimal compared to initial DOJ demands.
The judgment establishes clear data-sharing obligations and search result syndication terms to address Google’s monopoly in search and advertising markets.

Dec 6, 2025, 2:06 AM

CNBC

Alphabet shares gain on AI push

GOOGL

Earnings

New Projects/Investments

BNP Paribas Exane initiated coverage with an outperform rating and set a $355 price target, above peers’ estimates, signaling strong investor confidence
In the latest quarter, Alphabet recorded a 32.23% net margin and 36.08% return on equity, reflecting robust profitability
Advances like the Gemini AI model and heightened AI chip demand position Alphabet as a potential challenger to Nvidia
Strategic investments in AI, cloud computing, and cybersecurity underpin expectations for significant growth

Nov 24, 2025, 12:45 PM

Bloomberg

Alphabet receives Buy upgrade from Loop Capital

GOOGL

Revenue Acceleration/Inflection

Loop Capital upgraded Alphabet’s rating to Buy from Hold and raised its price target to $320, reflecting strong confidence in AI-driven growth prospects.
Google Search revenue growth accelerated to 15% in Q3, marking its strongest quarter since the COVID boom and alleviating concerns of AI cannibalizing core search income.
Google Cloud revenue surged 35% in Q3, driven by its custom tensor processing unit technology that enhances compute economics and offers a differentiated advantage.
The Gemini app now has over 650 million users, with queries increasing threefold quarter-over-quarter, underscoring robust engagement with Alphabet’s AI offerings.

Nov 18, 2025, 7:49 AM

CNBC

Alphabet faces EU antitrust probe into news rankings under DMA

GOOGL

Legal Proceedings

The European Commission is set to open an antitrust investigation into Alphabet’s Google over alleged manipulation of news publisher rankings in search results under the EU’s Digital Markets Act.
Regulators are probing claims that Google demotes publishers featuring paid or sponsored content, which could breach DMA rules prohibiting gatekeeper manipulation.
Violations of the DMA carry fines of up to 10% of global annual revenue, underscoring the high stakes of the probe.
This action follows a recent €2.95 billion penalty imposed on Google for adtech competition distortions, highlighting mounting regulatory scrutiny in Europe.

Nov 12, 2025, 5:19 PM

Bloomberg

Alphabet signs 15-year renewable energy deal for Ohio data centers

GOOGL

New Projects/Investments

Alphabet’s Google unit enters a 15-year power purchase agreement to receive 1.5 TWh of certified renewable electricity from TotalEnergies’ Montpelier solar farm in Ohio.
The renewable energy will power Google's data centers in Ohio, enhancing the reliability of its digital infrastructure.
TotalEnergies is building a 10 GW U.S. renewable portfolio, including 1 GW in the PJM market and 4 GW in Texas.
The Montpelier facility is nearing completion and is already connected to the PJM grid, aligning with TotalEnergies’ strategy to stabilize revenues via electricity sales.

Nov 12, 2025, 7:44 AM

Morningstar

Alphabet and Turkcell to build $1B hyperscale data center in Türkiye

GOOGL

New Projects/Investments

Turkcell and Google Cloud have formed a 2.5-year collaboration to launch Türkiye’s first hyperscale regional data center by 2028–2029.
The facility will include at least three zones offering AI, data storage, and cybersecurity services with full data residency compliance.
Turkcell plans to invest $1 billion by end-2032, aiming to more than double its data center capacity and generate over $5 billion in annual economic value.
Google Cloud will use the new region to accelerate cloud migration in Türkiye, bolstered by Alphabet’s $3.52 trillion market capitalization.

Nov 12, 2025, 6:02 AM

Bloomberg

Google plans €5 billion data center expansion in Germany

GOOGL

New Projects/Investments

Google will invest €5 billion (approx. $5.8 billion) to expand its data center infrastructure in Germany, including a new facility in Dietzenbach and an extension of its Hanau site near Frankfurt.
The project aims to meet rising demand for AI-driven computing capacity and leverages Frankfurt’s role as Europe’s internet hub and Germany’s emphasis on renewable energy.
This mid-single-digit billion euro commitment represents one of Google’s largest infrastructure expansions in Europe to date.
The expansion comes as Amazon, Microsoft, and Meta also intensify investments in AI-capable data centers, underscoring a competitive landscape.

Nov 11, 2025, 11:55 AM

Morningstar

Alphabet closes $17.5 B U.S. and €6.5 B euro senior notes offering

GOOGL

Debt Issuance

On November 6, 2025, Alphabet closed concurrent offerings of $17.5 billion aggregate principal of U.S. dollar senior notes and €6.5 billion of euro-denominated senior notes under Form S-3 (File No. 333-286752).
The Euro Notes comprise €1 billion 2.375% notes due 2028; €1 billion 2.875% notes due 2031; €1 billion 3.125% notes due 2034; €1 billion 3.500% notes due 2038; €1.25 billion 4.000% notes due 2044; and €1.25 billion 4.375% notes due 2064.
The U.S. Notes comprise $500 million floating rate notes due 2028; $1 billion 3.875% notes due 2028; $2.5 billion 4.100% notes due 2030; $1.25 billion 4.375% notes due 2032; $3.5 billion 4.700% notes due 2035; $2 billion 5.350% notes due 2045; $4 billion 5.450% notes due 2055; and $2.75 billion 5.700% notes due 2075.

Nov 6, 2025, 9:47 PM

8-K

Alphabet receives DOJ approval for $32B Wiz acquisition

GOOGL

M&A

The DOJ approved Google’s $32 billion acquisition of cloud security startup Wiz, finding no substantial reduction in competition in the cloud security market.
The deal, Google’s largest ever, is slated to close in 2026 but still requires other international regulatory approvals and customary closing conditions.
Google faces a $3.2 billion breakup fee (about 10% of the deal value) if blocked by other regulators.
The acquisition is aimed at bolstering Google Cloud’s security offerings to compete more effectively with Microsoft Azure and AWS.

Nov 5, 2025, 3:42 PM

Bloomberg