Alphabet Announces First Quarter 2026 Results
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Re: Alphabet Announces First Quarter 2026 Results
#2crazy work from whoever at Alphabet is in charge of selecting domain names for their sites.
Re: Alphabet Announces First Quarter 2026 Results
#3Their stock is up 7% after hours.
Re: Alphabet Announces First Quarter 2026 Results
#422% YoY revenue increase.
Doing something right.
Maybe mass layoffs like Oracle/Meta/Amazon are doing isn't actually a good way to grow a company after all!
Re: Alphabet Announces First Quarter 2026 Results
#5how much of the cloud revenue is from Anthropic revenue sharing?
Re: Alphabet Announces First Quarter 2026 Results
#6Everyone thought Google Search would die from AI, but people are searching more than ever.
Re: Alphabet Announces First Quarter 2026 Results
#7Google grew revenue 22% YoY and operating income 30%, with growing margins. Search revenue still growing 19%, an acceleration vs YoY growth this time last year.
Cloud grew revenue 63%. Cloud income up from $2.2b Q1’25 to $6.6b Q1’26.
https://www.reddit.com/r/stocks/comments/1sza7xi/alphabet_be...
Re: Alphabet Announces First Quarter 2026 Results
#8[deleted]
Re: Alphabet Announces First Quarter 2026 Results
#9Google grew revenue 22% YoY and operating income 30%, with growing margins. Search revenue still growing 19%, an acceleration vs YoY growth this time last year. Cloud grew revenue 63%. Cloud income up from $2.2b Q1’25 to $6.6b Q1’26. https://www.reddit.com/r/stocks/comments/1sza7xi/alphabet_be...
I don't follow this stuff too closely, but Cloud growing by 63% seems astounding. It'd be interesting to know how much of that is converting AWS and Azure workloads to GCP.
Re: Alphabet Announces First Quarter 2026 Results
#10Everyone thought Google Search would die from AI, but people are searching more than ever.
Not sure how they will justify zero click to advertisers though, except youtube.
https://www.google.com/search?q=did+google+seach+increase&oq...