Alphabet Inc Class C

Alphabet closed out fiscal 2025 with a decisive beat on both the top and bottom lines, as Google's broad AI-driven momentum carried the company past Wall Street's expectations in the <a href="https://247wallst.com/investing/2026/02/04/alphabet-live-complete-coverage-of-googs-q4-earnings/">fourth quarter results</a>. The company posted earnings per share of $2.82, clearing the $2.63 consensus estimate by 7.22%, while revenue climbed 18.0% year over year to $113.83 billion, edging past the $111.35 billion forecast by 2.23%. The headline driver was Google Cloud, which surged 48% to $17.66 billion as enterprise demand for AI infrastructure accelerated sharply, with segment operating income more than doubling to $5.31 billion. Google Search revenues grew 17% to $63.07 billion, reinforcing the core business's durability even as the company presses into new frontiers. Alphabet also crossed $400 billion in annual revenue for the first time. Looking ahead, management's guidance of $175 billion to $185 billion in 2026 capital expenditures signals an aggressive bet on AI compute capacity — a commitment already drawing attention from institutional investors monitoring the balance between growth investment and margin discipline.