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Alphabet Crushes Earnings Again, Reports 48% Cloud Revenue Growth
By Ryan Hasson. Date Posted: 2/5/2026.
At a Glance
- Alphabet topped earnings and revenue estimates for the third successive quarter, surpassing $400 billion in annual revenue for the first time.
- Google Cloud continues to be a standout growth engine, with Q4 revenue up 48% and backlog jumping to $240 billion as AI demand accelerates.
- Shares wobbled on hefty 2026 capex guidance, but aggressive AI investment underscores Alphabet’s push to sustain long-term leadership.
Alphabet (NASDAQ: GOOGL), the world's second-largest public company, once again delivered a standout earnings report, reinforcing its dominance across search, cloud and artificial intelligence.
The tech giant reported fourth-quarter and full-year 2025 results after the close on Wednesday, Feb. 4, topping expectations across the board and clearing a major milestone: more than $400 billion in annual revenue for the first time in company history.
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Get the full story on this opportunity now.Shares initially fell in after-hours trading, dipping as much as 6% as investors reacted to Alphabet's aggressive capital-expenditure outlook for 2026. That move proved short-lived: by the end of extended trading, shares were down just 0.39% as the market digested the strength of the results and the company's long-term growth investments.
Overall, the earnings report highlighted Alphabet's continued execution across core businesses, accelerating momentum in cloud computing, and rapid expansion of AI adoption across its ecosystem.
Alphabet Tops EPS and Revenue Estimates
For the third consecutive quarter, Alphabet beat both earnings and revenue expectations.
The company reported earnings per share of $2.82, comfortably ahead of the consensus estimate of $2.59. Revenue came in at $113.83 billion, topping forecasts of $111.43 billion.
For the full year, Alphabet generated $402.8 billion in revenue and $10.81 in earnings per share (EPS), reflecting year-over-year (YOY) growth of 17% and 34%, respectively. These figures underscore the company's ability to scale profitably while investing heavily in next-generation technologies.
Google Cloud again stood out as a primary growth driver. Fourth-quarter cloud revenue reached $17.66 billion, up 48% YOY and well above estimates of $16.18 billion. On an annualized basis, Google Cloud has surpassed a $70 billion revenue run rate.
Demand visibility also strengthened. Alphabet reported its cloud backlog surged 55% quarter over quarter to $240 billion, up from $155 billion in the September quarter. New enterprise customers during the period included Anthropic and Meta Platforms (NASDAQ: META), further validating Google Cloud's positioning in the AI infrastructure race.
Search and YouTube Growth Stay Strong in Q4
Beyond cloud, Alphabet's core advertising engine continues to expand. Search revenue rose 17% YOY in the fourth quarter, showing concerns about AI disruption have yet to materially affect Google's core business.
YouTube also posted solid results. In 2025, YouTube generated more than $60 billion in revenue from advertising and subscriptions combined. Across YouTube, Google One, and other services, Alphabet now boasts 325 million paid consumer subscriptions, reinforcing the durability and diversification of its revenue streams.
On the AI front, Alphabet disclosed that Gemini now has more than 750 million monthly active users. The company also processes over 10 billion tokens per minute through direct API usage, highlighting rapid enterprise and developer adoption. These metrics explain why Alphabet is prioritizing AI investment so aggressively.
2026 Capex Outlook: Why Spending Is Surging
Despite the strong operating performance, Alphabet's capital-spending outlook commanded investor attention. The company expects capital expenditures in 2026 to be between $175 billion and $185 billion.
During the earnings call, Chief Financial Officer Anat Ashkenazi said the increased investment will primarily support AI compute capacity for Google DeepMind, meet surging cloud customer demand, and fund strategic commitments across Alphabet's "Other Bets." She emphasized the spending will also target improvements to user experience and higher advertiser returns across Google's services.
While the size of the capex figure initially unsettled investors, it reflects the reality of competing at scale in AI and cloud infrastructure.
AI and Cloud Strategy: Alphabet Bets Big to Defend Leadership
Alphabet delivered another blowout quarter, executing across nearly every major business line. Cloud is scaling rapidly, margins are expanding, search remains resilient, and YouTube provides steady, high-margin growth. Gemini's adoption metrics further suggest Alphabet's AI strategy is gaining real traction.
The main point of investor concern was the elevated capital-expenditure plan. But sustained leadership in AI, cloud and digital advertising requires continued, aggressive investment. Alphabet is clearly betting that spending heavily now will produce larger gains later — and so far, the returns on that strategy appear to be paying off.
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