Alphabet earnings in focus as investors watch AI and cloud growth
Alphabet earnings loom as investors eye revenue, EPS, and AI spending trends Watch Google Cloud, ads, and capex updates as Gemini and AI ambitions take focus
Alphabet is set to report secondquarter results after the market close, with investors watching revenue, earnings, and commentary on artificial intelligence spending. Analysts expect earnings per share of $2.89 and revenue of about $116.9 billion.
Attention is centered on Google Cloud, which is projected to grow strongly year over year, as well as search and YouTube advertising trends. The company’s latest Gemini AI models, pricing strategy, and progress against rivals such as OpenAI and Anthropic are also key topics for the earnings call.
Wall Street is also looking for updates on capital spending, after Alphabet raised its 2026 capex guidance earlier this year. The company’s heavy investment in data centers and AI infrastructure has become a major issue for investors assessing the durability of demand and future margins.