GOOGL Alphabet
Waymo driverless fleet and TPUs
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
GOOGL · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-07-22EarningsBeat / raise
Reported EPS 9.11 vs 2.9 expected (+214.2% surprise).
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7
2026-04-29EarningsBeat / raise
Reported EPS 5.11 vs 2.67 expected (+91.6% surprise).
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6
2026-02-04EarningsBeat / raise
Reported EPS 2.82 vs 2.64 expected (+7.0% surprise).
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5
2025-10-29EarningsBeat / raise
Reported EPS 2.87 vs 2.26 expected (+26.9% surprise).
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4
2025-07-23EarningsBeat / raise
Reported EPS 2.31 vs 2.19 expected (+5.7% surprise).
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3
2025-04-24EarningsBeat / raise
Reported EPS 2.81 vs 2.01 expected (+39.8% surprise).
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2
2025-02-04EarningsBeat / raise
Reported EPS 2.15 vs 2.13 expected (+1.2% surprise).
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1
2024-10-29EarningsBeat / raise
Reported EPS 2.12 vs 1.85 expected (+14.8% surprise).
Latest headlines
Auto-updated dailyPredictions involving GOOGL
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-07-22 | 2.9 | 9.11 | +214.2% |
| 2026-04-29 | 2.67 | 5.11 | +91.6% |
| 2026-02-04 | 2.64 | 2.82 | +7.0% |
| 2025-10-29 | 2.26 | 2.87 | +26.9% |
| 2025-07-23 | 2.19 | 2.31 | +5.7% |
| 2025-04-24 | 2.01 | 2.81 | +39.8% |
| 2025-02-04 | 2.13 | 2.15 | +1.2% |
| 2024-10-29 | 1.85 | 2.12 | +14.8% |
| 2024-07-23 | 1.84 | 1.89 | +2.5% |
| 2024-04-25 | 1.51 | 1.89 | +25.6% |
| 2024-01-30 | 1.6 | 1.64 | +2.8% |
| 2023-10-24 | 1.45 | 1.55 | +7.0% |
| 2023-07-25 | 1.34 | 1.44 | +7.3% |
| 2023-04-25 | 1.07 | 1.17 | +9.4% |
| 2023-02-02 | 1.2 | 1.05 | −12.3% |
| 2022-10-25 | 1.26 | 1.06 | −16.0% |
| 2022-07-26 | 1.29 | 1.21 | −6.0% |
| 2022-04-26 | 1.28 | 1.23 | −3.7% |
| 2022-02-01 | 1.36 | 1.53 | +12.7% |
| 2021-10-26 | 1.16 | 1.4 | +20.4% |
| 2021-07-27 | 0.96 | 1.36 | +42.7% |
| 2021-04-27 | 0.78 | 1.31 | +67.8% |
| 2021-02-02 | 0.79 | 1.12 | +41.9% |
| 2020-10-29 | 0.56 | 0.82 | +46.2% |
About Alphabet
Website ↗Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment provides products and services, including ads, Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube. It is also involved in the sale of apps and in-app purchases and digital content in Google Play and YouTube; and devices, as well as the provision of YouTube consumer subscription services, such as YouTube TV, YouTube Music and Premium, NFL Sunday Ticket, and Google One. The Google Cloud segment offers consumption-based fees and subscriptions for AI solutions, including AI infrastructure, Vertex AI platform, and Gemini enterprise. It also provides cybersecurity, and data and analytic…
Driverless fleets are scaling city by city. Sensors, compute, mapping and permits gate the rollout.
What would prove us wrong. Weakens if safety incidents halt expansion across multiple cities.
Four US hyperscalers guided to roughly $700B+ of 2026 capex, with 2027 modelled near $1T. Their guides set demand for every supplier on this site; neoclouds add more.
What would prove us wrong. Weakens if two or more hyperscalers cut forward capex guidance in the same quarter.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| TSLA Tesla | Megapack storage, Optimus and autonomy | $394.9 | +6.08% | +6.1% | −12.2% | |
| MBLY Mobileye | ADAS and autonomy stack | $6.61 | +0.99% | −17.8% | −36.7% | |
| APTV Aptiv | Vehicle architecture and autonomy hardware | $43.45 | +1.77% | −3.0% | −42.9% | |
| UBER Uber Technologies | Demand aggregator for robotaxi fleets | $66.00 | −1.05% | −5.2% | −19.2% | |
| PONY Pony AI | Robotaxi operator | $5.04 | −2.04% | −26.9% | −65.3% | |
| MSFT Microsoft | Largest AI cloud buyer; Azure and OpenAI capacity | $530.4 | +1.12% | +2.8% | +10.4% | |
| AMZN Amazon | AWS; Trainium custom chips and the largest capex budget | $249.7 | +0.68% | +0.0% | +8.2% | |
| META Meta Platforms | Gigawatt training campuses (Prometheus, Hyperion) | $638.8 | −0.60% | −15.0% | −3.0% | |
| ORCL Oracle | OCI AI cloud; Stargate capacity for OpenAI | $126.0 | −0.12% | −7.8% | −34.5% | |
| CRWV CoreWeave | GPU cloud; large consumer of powered shells | $56.97 | +5.03% | −35.0% | −20.4% | |
| NBIS Nebius Group | Neocloud building GPU capacity in US and Europe | $161.9 | +1.99% | −31.8% | +93.4% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.