| GOOGL |
Report |
Google Search & other revenue |
BEAT |
pred ~$65.1B vs. cons $64.4B |
MEDIUM |
| GOOGL |
Report |
Google Cloud revenue |
IN-LINE |
pred ~$22.6B vs. cons $22.5B |
MEDIUM |
| GOOGL |
Report |
Operating income |
BEAT |
pred ~$41.1B vs. cons $40.4B |
MEDIUM |
| GOOGL |
Guide |
Capital expenditures |
UNCHANGED |
guide ~$185B vs. cons $185B (FY2026) |
HIGH |
| GOOGL |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.2% |
— |
MEDIUM |
| GOOGL |
Return |
5-day cumulative residual |
+1.0% (FADE) |
Search and operating-profit upside should drive the initial gain, but FY2027 capex and depreciation revisions are likely to offset part of the beat as out-period EPS and free-cash-flow estimates move lower. |
MEDIUM |