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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Alphabet Inc. (GOOGL) is 9/10.
Revenue surged 22% to $109.9 billion with EPS of $5.11 up 82% as Cloud revenue exceeded $20 billion for the first time and Search grew 19% to $60.4 billion. Cloud backlog nearly doubled to $462 billion, and subscriptions reached 350 million across platforms. The Wiz acquisition strengthened the cybersecurity stack, and CapEx guidance was updated to $180-$190 billion as compute constraints persisted.
Scored from Alphabet Inc.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $96.47B | +11.8% | $2.15 | +31.1% | 32.1% | 27.5% | $24.84B |
| FY2025 Q1 | $90.23B | +12.0% | $2.81 | +48.7% | 33.9% | 38.3% | $18.95B |
| FY2025 Q2 | $96.43B | +13.8% | $2.31 | +22.2% | 32.4% | 29.2% | $5.30B |
| FY2025 Q3 | $102.35B | +15.9% | $2.87 | +35.4% | 30.5% | 34.2% | $24.46B |
| FY2025 Q4 | $113.90B | +18.1% | $2.82 | +31.2% | 31.6% | 30.3% | $24.55B |
| FY2026 Q1 | $109.90B | +21.8% | $5.11 | +81.9% | 36.1% | 56.9% | $10.12B |
| FY2026 Q2 | $119.80B | +24.2% | $9.11 | +294.4% | 34.0% | 93.7% | $-16.76B |