Alphabet Inc. (GOOGL) Q2 2026 (USD): EPS 9.11 (exp. 2.88), Revenue 119.8bln (exp. 117.00bln)
Alphabet delivered a massive earnings beat in Q2 2026, with Google Cloud and Gemini scale driving growth that currently offsets high AI infrastructure investments and capital expenditure.
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Operating income 40.77bln (exp. 40.55bln) Capex 44.92bln (exp. 44.15bln) Gemini app has 950mln MAUs. Seeing strong demand for security solutions, new Gemini 3.5 flash cyber delivers highly cost-efficent performance at the Frontier. Revenue breakdown Google Cloud revenue 24.77bln.(exp. 22.46bln). Revenue ex-tac 103.62bln (exp. 101.07bln). Google Services revenue 94.54bln (exp. 94.32bln) Google Cloud rev. 24.77bln (exp. 22.46bln) Google Advertising rev. 81.63bln (exp. 81.12bln) Google Search & other revenue 63.27bln (exp. 63.28bln) YouTube ad revenue 11.06bln (exp. 10.81bln)
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