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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We're enhancing our shopping assistants like Sparky and building new experiences with partners like OpenAI and Alphabet that are shaping the future of agentic commerce.”
Walmart is building agentic-commerce experiences with Alphabet as a technology partner, a positive read-through for Alphabet's AI/commerce platform adoption.
“Anthropic, Google and OpenAI, all run Workday.”
Workday cites Google as one of the leading AI companies that run Workday, a positive read on Google as an enterprise customer.
“Robotaxi rides are growing exponentially with commercial fleets from Waymo, Tesla, Uber, WeRide and Zoox, and many others are expected to scale from thousands of vehicles in 2025 to millions over the next decade, creating a market poised to generate hundreds of billions of dollars of revenue.”
Waymo (Alphabet) named among robotaxi fleets scaling on NVIDIA's platform, implying growing autonomous-vehicle compute demand.
“we support Google on its new universal commerce protocol, a cross-industry standard that helps create a more seamless agentic shopping journey across the web.”
Best Buy is building agentic checkout with Google (AI mode in Search and the Gemini app) via Google's universal commerce protocol.
“AWS, Google Cloud, Microsoft Azure, and OCI have boosted AI inference performance for enterprise cloud customers.”
Google Cloud (Alphabet) is cited as adopting NVIDIA Dynamo to boost AI inference for cloud customers.
“We're doing some incredible things there. With Google.”
Salesforce is partnering with Google on the Costco AI/digitization engagement.
“There are limitations, and Google has said as much.”
Take-Two characterizes Google's Genie AI world-model as early and limited, not a replacement for game engines, tempering read-through on Google's Genie tech.
“And Google previewed its second Arm Holdings plc American Depositary Shares-based server processor with Axion-powered m4a instances delivering up to 2x better price performance and 80% better performance per watt in the comparable x86 offerings.”
Google previewed its second Arm-based Axion server processor and has migrated 30,000+ applications to Arm, a positive data center adoption signal.
“We created our multicloud partnerships with first Microsoft, then Google, and finally Amazon to bring the best database platform to all clouds.”
Google Cloud is one of Oracle's multicloud database partners, with 14 regions live, expanding the reach of Oracle Database into Google's cloud.
“We also had impressive expansions with Sanofi, Blue Origin and Google.”
Google was among the notable customer expansions Workday closed in the quarter.
“Google's Arm-based Axion chip delivers up to 65% better price performance while using 60% less energy. And as a result, Google is migrating the majority of their internal workloads to run on Arm.”
Google's Arm-based Axion chip delivers large price-performance and energy gains, driving Google to migrate the majority of internal workloads onto Arm.
“any thoughts on the recently proposed changes to Google Play and what it means for your business?”
Proposed changes to Alphabet's Google Play store could further reduce third-party distribution costs for game publishers, pressuring Google's app-store economics.
“We partnered with Reliance Jio to provide over 500 million consumers with an eighteen-month free trial of our Gemini suite of products and two terabyte of cloud storage.”
Google partnered with Reliance Jio to distribute Gemini to 500M+ Indian consumers, a major distribution partnership.
“Mattel partnered with eight top YouTube creators to reach families during the peak holiday shopping season in a campaign that helped drive a 25% increase in search volume for UNO.”
Mattel ran a YouTube creator campaign that lifted UNO search volume 25%, an ad-platform read-through for the toymaker.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Eric Sheridan | Goldman Sachs | 7 (0%) |
| Ken Gawrelski | Wells Fargo | 7 (0%) |
| Doug Anmuth | JPMorgan | 7 (0%) |
| Brian Nowak | Morgan Stanley | 7 (0%) |
| Justin Post | Bank of America | 6 (0%) |
| Ross Sandler | Barclays | 6 (0%) |
| Mike Nathanson | MoffettNathanson | 6 (0%) |
| Mark Shmulik | Bernstein | 6 (0%) |
| Mark Mahaney | Evercore ISI | 3 (0%) |
| Ron Josey | Citigroup | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage 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 |
“For customers, including Wendy's, Kroger, and Woolworths Group.”
Kroger is named among customers whose interactions run on Gemini Enterprise, a read-through on the retailer's AI adoption.
“We have sold more than 8 million paid seats of Gemini Enterprise our enterprise AI platform, to more than 2,800 companies including BNY and Virgin Voyages.”
BNY is named as an adopter of Gemini Enterprise, indicating enterprise AI deployment at the bank.
“The Home Depot is applying Google AI across the board from cloud tools to AI-powered ads and YouTube creator partnerships that connect with the next generation of Duos.”
Home Depot is cited as a customer deploying Google AI across cloud, ads, and YouTube, with double-digit gains in ad clicks and visits.
“Before moving on, I'm pleased that we are collaborating with Apple as their preferred cloud provider and to develop the next generation of Apple Foundation models based on Gemini technology.”
Apple is named as a Google Cloud customer (preferred cloud provider) and will build its next-gen foundation models on Gemini, a significant win for Google's AI/cloud franchise.
“That includes GPUs from our partner NVIDIA, who announced at CES that we'll be among the first to offer their latest Vera Rubin GPU platform.”
Alphabet names NVIDIA as a compute partner and an early adopter of its next-generation Vera Rubin GPUs, signaling continued large-scale GPU demand from Google Cloud.
“we launched Android XR, our new operating system at Samsung's Galaxy XR device”
Samsung's Galaxy XR is the launch device for Google's Android XR OS, a hardware partnership read-through.
“This leadership is winning customers like HCA Healthcare, LG AI Research and Macquarie Bank”
HCA Healthcare is named as a new Google Cloud AI-infrastructure customer win.
“Over 70% of existing Google Cloud customers use our AI products, including Banco BV, Best Buy and FairPrice Group.”
Best Buy is named among Google Cloud customers adopting its AI products, a cloud customer read-through.
“Thanks to a collaboration with Dude Perfect, Comcast, Xfinity drove an 8% search lift, beating other Xfinity ads, recall lift on shorts by 34%.”
Comcast/Xfinity is cited as a YouTube advertiser seeing strong ad-effectiveness results, an advertising customer read-through.
“Financial services company SoFi has been using PMax to meet its ambitious growth targets and help drive a 39% improvement in its conversion volume year-over-year.”
SoFi is cited as a PMax advertiser achieving strong conversion gains, an advertising customer read-through.
| 7 (0%) |
| MoffettNathanson | 1 | 6 (0%) |
| Bank of America | 1 | 6 (0%) |
| Barclays | 1 | 6 (0%) |
| Bernstein | 1 | 6 (0%) |
Revenue reached $113.8 billion, up 18%, with full-year revenue exceeding $400 billion for the first time and EPS of $2.82 up 31%. Cloud accelerated to 48% growth at $17.7 billion with 30.1% margins and $240 billion in backlog, while Search grew 17% to $63.1 billion. Gemini 3 launched driving 750 million MAU, and FY2026 CAPEX was guided to $175-$185 billion as Waymo surpassed 20 million cumulative trips.
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% | |
| NBIS Nebius Group N.V. | 8 | +621.5% | |
| RDDT Reddit, Inc. | 9 | +69.1% |