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Alphabet Inc - Class A
NASDAQ: GOOGL Internet Content & Information
$280.03
▲ $1.04 (+0.37%) today
Markets closed · 12:23am ET

Google (GOOGL) Q3 2026 Earnings

Reported Oct 28, 2026, 4:01pm ET · SEC source
$2.12
Miss −28.52%
EPS · est. $3.00 GAAP

Includes an $8.7 billion loss on equity securities, which decreased net income by $6.7 billion and diluted net income per common share by $0.55 (other income (expense), net was a loss of $8,221 million vs. a gain of $12,759 million a year ago).

$127.6B
Miss −0.20%
Revenue · est. $127.8B
1 quarter
Consecutive EPS misses

How Did GOOGL Stock React to Q3 2026 Earnings?

% change · around the report
−5%0+5%Oct 28Oct 29report 4:01pm ETearnings−1.1%−7.4%
−5%0+5%Oct 28Oct 29earnings−1.1%−7.4%
GOOGL −7.4%S&P 500 −1.1%
−5%0+5%Oct 28Oct 29report 4:01pm ETearnings−3.1%−7.4%
−5%0+5%Oct 28Oct 29earnings−3.1%−7.4%
GOOGL −7.4%NASDAQ −3.1%
−5%0+5%+10%Oct 27Nov 3report 4:01pm ETearnings−2.3%−6.3%
−5%0+5%+10%Oct 27Nov 3earnings−2.3%−6.3%
GOOGL −6.3%S&P 500 −2.3%
−5%0+5%+10%Oct 27Nov 3report 4:01pm ETearnings−5.3%−6.3%
−5%0+5%+10%Oct 27Nov 3earnings−5.3%−6.3%
GOOGL −6.3%NASDAQ −5.3%
−12.64%
Day of report
−1.40%
Next session

Did GOOGL Beat Earnings? Q3 2026 Results

No. Google reported Q3 2026 earnings of $2.12 a share on Oct 28, 2026, missing the $3.00 consensus estimate by 29.4%. Revenue was $127.6B against a $127.8B estimate.

Alphabet Inc. posted a sharper-than-expected miss in the third quarter of 2026, with GAAP earnings per share of $2.12 falling 28.52% below the $2.97 consensus estimate and revenue of $127.58 billion coming in just under the $127.83 billion forecast, even as the top line climbed 24.6% year over year. The EPS shortfall was heavily influenced by a disclosed $8.70 billion loss on equity securities, which reduced net income by $6.70 billion and diluted EPS by $0.55, swinging other income and expense to a net loss of $8.22 billion from a gain of $12.76 billion a year earlier. The result snapped what had been a 12-quarter streak of beating consensus EPS estimates. Beneath the headline miss, Google Cloud was the standout driver, with revenue more than doubling, up 103% year over year, fueled by enterprise AI infrastructure and TPU system sales that now register as Cloud product revenue. Capital intensity climbed sharply alongside those gains, with quarterly property and equipment purchases reaching $51.35 billion and free cash flow turning negative $9.06 billion for the quarter, consistent with Alphabet's accelerating AI build-out that is drawing attention across the broader power and infrastructure supply chain.

Key Takeaways
  • Google Cloud revenue up 103% on enterprise AI infrastructure, enterprise AI solutions and core GCP services
  • TPU systems sales were a meaningful contributor to revenue growth
  • Search & other revenue up 12%, with Search query growth at its highest rate in five years, driven by AI investments
  • United States revenue up 39% year over year
  • Google Cloud operating income of $11,121 million vs. $3,594 million a year ago
  • Total revenue growth of 25%, the 13th consecutive quarter of double-digit growth

“We had a strong quarter and are now on a half-trillion dollar revenue run rate. Our deep full stack approach is driving momentum across the business, with Alphabet revenues growing 25% year-over year.”

Google CEO, on the earnings call

GOOGL YoY Financials

Q3 2026 vs Q3 2025 · SEC filings Q3 2025 Q3 2026
$0$40.0B$80.0B$120.0B$102.3B$127.6BRevenue$31.2B$40.6BOperating Income$35.0B$26.5BNet Income
$0$40.0B$80.0B$120.0BRevenueOperating IncomeNet Income
GOOGL income statement, Q3 2026 versus Q3 2025
Metric Q3 2026 Q3 2025 Year over year
Revenue $127.6B $102.3B +24.7%
Operating Income $40.6B $31.2B +29.9%
Net Income $26.5B $35.0B −24.3%

GOOGL Revenue by Segment

Google Services$96.3B+11.0%
Google advertising$82.0B+10.6%
Google Search & other$63.4B+12.0%
Google Cloud$30.7B+103.0%
Google subscriptions, platforms, and devices$14.3B+11.0%
YouTube ads$11.2B+9.2%
Google Network$7.5B+1.4%
Other Bets$372.0M+8.1%

GOOGL Revenue by Geography

United States$67.7B+39.0%
EMEA$32.7B+9.0%
Asia Pacific$19.9B+12.0%
Other Americas$7.1B+17.0%
Americas

When Does Google Report Next?

Expected report date
After the close
Release timing

Figures from SEC filings and company reports. Not investment advice.