GOOGL
Alphabet Inc.
Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for Alphabet Inc..
Coverage
Alphabet's Rule of 40 Moved Six Hundredths of a Point in a Year. Both Halves Moved More Than Ten.
Alphabet scored 19.29 on the Rule of 40 for the June quarter of 2025 and 19.35 for the June quarter of 2026. Underneath that stillness revenue growth gained 10.44 points and free-cash-flow margin lost 10.38, almost exactly cancelling. The company traded cash for growth close to one for one and the composite recorded nothing — which is a blind spot our own explainer does not list, because a sum cannot show you a trade.
The AI Capex Bet, Six Months In: What the Mag 7 Actually Spent (and What the Market Learned)
Our February call was a $700B AI capex arms race. Six months and a full Q2 earnings season later, actual guidance has blown past that number, free cash flow is cratering at multiple hyperscalers, and the market has started rewarding capex very differently depending on who's spending it. Here's what changed.
Alphabet Q2 2026: Cloud Grew 82% and Margins Expanded — Stock Fell 7% Anyway
Alphabet beat every headline number — revenue, Cloud growth, margins — and still fell from $374 to $320 in two days on a record capex bill, a $1B EU fine, and an EPS number inflated by one-time gains. We separate the real signal from the noise.
The $700B AI Bet: Inside the Mag 7's Record 2026 CapEx Arms Race
The Magnificent Seven are set to spend $700B+ on AI infrastructure in 2026, up 60% from 2025. We break down who's spending what, the supply chain winners, and why the market is spooked.
Alphabet Stock Volatile After Revenue Beat
Shares volatile post-earnings with high AI spending forecasts sparking margin compression fears.
Alphabet Neutral Bias
Uptrend intact but pressing supply; impulsive wave 5 testing highs; risk of pullback before continuation.
Earnings release dates
| Quarter | End date | Publication date | Release |
|---|---|---|---|
| 2026 Q3 | 2026-09-30 | 2026-10-28 | Details → |
| 2026 Q2 | 2026-06-30 | 2026-07-22 | Details → |
| 2026 Q1 | 2026-03-31 | 2026-04-29 | Details → |
| 2025 Q4 | 2025-12-31 | 2026-02-04 | Details → |
| 2025 Q3 | 2025-09-30 | 2025-10-29 | Details → |
| 2025 Q2 | 2025-06-30 | 2025-07-23 | Details → |
| 2025 Q1 | 2025-03-31 | 2025-04-24 | Details → |
| 2024 Q4 | 2024-12-31 | 2025-02-04 | Details → |
| 2024 Q3 | 2024-09-30 | 2024-10-29 | Details → |
| 2024 Q2 | 2024-06-30 | 2024-07-23 | Details → |
| 2024 Q1 | 2024-03-31 | 2024-04-25 | Details → |
| 2023 Q4 | 2023-12-31 | 2024-01-30 | Details → |
| 2023 Q3 | 2023-09-30 | 2023-10-24 | Details → |
| 2023 Q2 | 2023-06-30 | 2023-07-25 | Details → |
| 2023 Q1 | 2023-03-31 | 2023-04-25 | Details → |
| 2022 Q4 | 2022-12-31 | 2023-02-02 | Details → |
| 2022 Q3 | 2022-09-30 | 2022-10-25 | Details → |
| 2022 Q2 | 2022-06-30 | 2022-07-26 | Details → |
| 2022 Q1 | 2022-03-31 | 2022-04-26 | Details → |
| 2021 Q4 | 2021-12-31 | 2022-02-01 | Details → |
| 2021 Q3 | 2021-09-30 | 2021-10-26 | Details → |
| 2021 Q2 | 2021-06-30 | 2021-07-27 | Details → |
| 2021 Q1 | 2021-03-31 | 2021-04-27 | Details → |
| 2020 Q4 | 2020-12-31 | 2021-02-02 | Details → |
| 2020 Q3 | 2020-09-30 | 2020-10-29 | Details → |
| 2020 Q2 | 2020-06-30 | 2020-07-30 | Details → |
| 2020 Q1 | 2020-03-31 | 2020-04-28 | Details → |
Company History
Larry Page and Sergey Brin founded Google in a Menlo Park garage while PhD students at Stanford.
Went public at $85 per share via Dutch auction, raising $1.67 billion with market cap of $23 billion.
Acquired YouTube for $1.65 billion in stock, becoming the dominant video platform.
Google restructured into Alphabet as a new holding company, inspired by Berkshire Hathaway
Larry Page and Sergey Brin resigned from executive roles; Sundar Pichai became CEO of both Google and Alphabet. Page and Brin stayed as board members and controlling shareholders.
Announced layoffs of about 12,000 jobs (6% of global workforce) to align with post-growth economic reality, with many employees learning of termination upon losing account access.
U.S. district court found Alphabet guilty of violating antitrust law in DOJ case initiated in 2020, first such ruling against a U.S. company in 24 years; Alphabet appealed.
Unveiled Willow quantum computing chip, which solved a complex problem in five minutes (impossible for classical computers) and reduces error rates in real time, leading to 5% share rise.
Became fourth company to reach $3 trillion in market cap, trailing Nvidia, Microsoft, and Apple, amid AI optimism and favorable antitrust ruling not requiring Chrome divestiture.
Became fourth Big Tech company to reach $4 trillion valuation, surpassing Apple for No. 2 spot behind Nvidia.
Key Players
showing 6 of 14 · see all leadership & board
