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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Doug Anmuth | JPMorgan | 7 | 0% |
| Brian Nowak | Morgan Stanley | 7 | 0% |
| Ken Gawrelski | Wells Fargo | 7 | 0% |
| Eric Sheridan | Goldman Sachs | 7 | 0% |
| Ross Sandler | Barclays | 6 | 0% |
| Justin Post | Bank of America | 6 | 0% |
| Mark Shmulik | Bernstein | 6 | 0% |
| Mike Nathanson | MoffettNathanson | 6 | 0% |
| Mark Mahaney | Evercore ISI | 3 | 0% |
| Ron Josey | Citigroup | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Wells Fargo | 1 | 7 | 0% |
| Goldman Sachs | 1 | 7 | 0% |
| JPMorgan | 1 | 7 | 0% |
| Morgan Stanley | 1 |
| 7 |
| 0% |
| MoffettNathanson | 1 | 6 | 0% |
| Bank of America | 1 | 6 | 0% |
| Barclays | 1 | 6 | 0% |
| Bernstein | 1 | 6 | 0% |
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.
Cloud & AI | Revenue Growth | Capex Investment | Margin | Competitive Dynamics | Innovation & R&D | Subscriber Growth | Demand | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 7 | 3 | 1 | 1 | 2 | 1 | 1 | |
| 2025Q1 | 6 | 2 | 2 | 4 | 1 | |||
| 2025Q2 | 6 | 3 | 3 | 1 | 2 | 1 | 1 | |
| 2025Q3 | 6 | 5 | 1 | 2 | 1 | 1 | ||
| 2025Q4 | 6 | 3 | 3 | 2 | 3 | 1 | ||
| 2026Q1 | 6 | 2 | 4 | 2 | 4 | 6 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Cloud & AI | 7 | 6 | 6 | 6 | 6 | 6 |
| Revenue Growth | 3 | 2 | 3 | 5 | 3 | 2 |
| Capex Investment | 1 | 2 | 3 | 1 | 3 | 4 |
| Margin | 1 | 4 | 1 | 2 | 2 | 2 |
| Competitive Dynamics | 2 | 1 | 2 | 3 | 4 | |
| Innovation & R&D | 1 | 1 | 1 | 6 | ||
| Subscriber Growth | 1 | 1 | 1 | 1 | ||
| Demand | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
GOOGL Alphabet Inc. | 9 | +21.8% | |
| DASH DoorDash | 7 | +33.1% | |
| EVER EverQuote, Inc. | 8 | +14.5% | |
| META Meta Platforms, Inc. | 8 | +33.1% |