Alphabet (GOOG, GOOGL) 02 (Aug 17 - Dec 25)

[winston]

vested

Google said on Wednesday it is beginning to weave advertisements into its new AI Mode for online search, a strategic move to counter the challenge posed by ChatGPT as the primary source for online answers.

The integration of advertising has been a key question surrounding the immense popularity of generative artificial intelligence chatbots, which have largely avoided interrupting the user experience with ads.

Source: Phillips

[winston]

vested

Veteran Investor Remains Bullish on Alphabet Inc (GOOG) Despite AI Threat

by Larry Ramer

GOOG is creating its own AI tools, and it will likely be able to utilize these systems "correctly".

Moreover, the firm has the ability to use the tools to "make search a better user experience".

Source: Insider Monkey

https://finance.yahoo.com/news/veteran- ... 12368.html

[winston]

vested

Alphabet (GOOGL) Rated Overweight, JPMorgan Sets $195 Target on AI Strength

by Ghazal Ahmed

Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holders: 234

The company’s advancements in artificial intelligence, especially through its Gemini platform, are leading the industry.

Google has sound execution capabilities, as evident by how fast it is bringing AI-driven features to the market.

Moreover, the company adopts a comprehensive approach to artificial intelligence, placing it well against competitors.

Its leadership in AI technology is evident through Google’s foundational models and their adoption.

With the stock’s current trading price presenting a discount compared to historical averages, the stock presents a potentially attractive entry point for investors.

Source: Insider Monkey

https://finance.yahoo.com/news/alphabet ... 15001.html

[winston]

vested

Google introduces its ‘VIP’ AI Subscription Service Priced at $250 a Month

by Fatima Gulzar

Google AI Ultra, a new high-end AI subscription service that costs $249.99 a month.

Early access to experimental tools, maximum usage limits, and exclusive access to Google's most recent AI models.

It has the Notebook LM with its maximum usage limit, the Flow AI filmmaking tool and the Gemini 2.5 Pro "DeepThink" mode for advanced research.

Furthermore, users get a YouTube Premium membership and 30 terabytes of storage.

The plan is already accessible in the United States and will soon be made available worldwide.

More expensive than OpenAI's $200/month ChatGPT Pro.

Under Google One AI Premium, Google already provides AI subscriptions that range in price from $19.99 to $149.99, depending on storage.

The Ultra tier offers early access to Veo 3, Google's new video creation tool and experimental projects like Project Mariner, which allows up to 10 jobs to be completed at once.

Source: Insider Monkey

https://finance.yahoo.com/news/google-i ... 51716.html

[winston]

not vested

GOOGLE inc. - Stock Analyst Research
Target Price* US 250.00
Recommendation BUY

Alphabet Inc. – AI-driven growth propels earnings

GOOGL’s cloud business leads performance despite supply constraints, aiming for ~US$75bn in CAPEX for FY25e to boost AI-related investment.

Management’s effort on cost efficiency provides potential upside to the margin.

We maintain a BUY with a raised target price of US$250 (prev.US$240), but reduce FY25e revenue by 2% due to the short-term impact of tariffs on the ads business.

Our WACC increased to 7.7% from 7.3%, and the terminal growth rate assumption remains unchanged at 5% to reflect GOOGL’s ability in cost re-engineering and long-term revenue generation from Cloud.

Source: Phillips

https://www.poems.com.sg/stock-research/GOOGL/

[winston]

vested

Jim Cramer on Alphabet: “I Do Not Think It’s the Leader”

by Syeda Seirut Javed

Alphabet Inc. (NASDAQ:GOOGL) is one of the 11 stocks that Jim Cramer recently commented on. Answering a caller’s query about the company, Cramer said:

“Well, look, I do not think it’s the leader, and I do think that it’s going to be challenged because it has to balance the, basically, it’s old Google business with a Gemini, and I don’t think that’s going to work out.

But I also am, I was concerned about the Justice Department suit when I sold the stock. That was a mistake because I think all that would ever happen is they’d break it up and then you would get YouTube, you would get Waymo, and you’d get Search. So I don’t like it, but I understand the long side thesis.”

Alphabet Inc. (NASDAQ:GOOGL) operates as a conglomerate, with Google as its largest business. The company’s portfolio includes widely used products and platforms such as Search, Ads, Chrome, Cloud, YouTube, and Android.

Source: Insider Monkey

https://finance.yahoo.com/news/jim-cram ... 16222.html

[winston]

vested

Google parent Alphabet surprises with capital spending boost after earnings beat

Massive demand for its cloud computing services as it hiked its capital spending plans for the year to about US$85 billion and predicted a further increase next year.

Revenue growth was driven by Google Cloud’s sales, which surged nearly 32 per cent, well above estimates for a 26.5 per cent increase.

Earlier pledged about US$75 billion in capital spending this year, part of the more than US$320 billion that Big Tech is expected to pour into building AI capabilities.

Google Cloud still trails Amazon’s AWS and Microsoft’s Azure in total sales, but has tried to gain ground by touting AI offerings, including its in-house TPU chips that rival Nvidia’s GPUs.

In a huge win for Alphabet, ChatGPT maker OpenAI recently added Google Cloud to its list of cloud capacity suppliers. It also marked OpenAI’s latest move to diversify beyond its major backer Microsoft.

AI Mode has grown to 100m MAU (monthly active users).

Google’s own ChatGPT competitor, called Gemini, has more than 450m MAU.

Google’s advertising revenue, which represents about three-quarters of the tech major’s overall sales, rose 10.4 per cent to US$71.34 billion in the second quarter.

Total revenue of US$96.43 billion for the second quarter.

Profit of US$2.31 per share for the period,

Source: Reuters

https://www.businesstimes.com.sg/compan ... nings-beat

[behappyalways]

How $GOOGL makes money
https://x.com/Mayhem4Markets/status/1948564917390278858

[winston]

vested

Alphabet, Inc.

Going into its earnings report, Wall Street was wondering if ongoing antitrust challenges and intense AI competition would finally catch up to the search giant.

Well, Alphabet delivered, at least on the headline numbers. The company posted adjusted earnings per share of $2.31, topping analyst forecasts of $2.18 per share. Revenue came in at $96.43 billion, beating Wall Street’s expectation of $94 billion. That represents an impressive 14% year-over-year jump.

Alphabet’s individual segments also showed strength. For example, YouTube ad revenue was $9.8 billion, above the forecasted $9.56 billion.

But the real story here is Alphabet’s aggressive push into AI.

For starters, the Google Cloud segment brought in $13.62 billion versus estimates of $13.11 billion – and increased by 32%. The division has signed more billion-dollar deals in the first half of 2025 than it did in all of 2024 – and it now has a backlog of $106 billion.

I should also add that Gemini, the company’s flagship AI platform, now has over 450 million users, with requests up by more than 50% since Q1.

Meanwhile, Google’s AI video generator (Veo3) has already generated 70 million videos in just two months.

What Alphabet is doing in AI right now is just stunning.

So it should come as no surprise, then, that Alphabet is increasing its AI spending to a staggering $85 billion, up from an earlier projection of $75 billion.

Alphabet clearly intends to take the fight directly to competitors like Microsoft Corporation (MSFT) in the rapidly growing AI market.

Yet, despite the strong beat on earnings and revenue, shares initially pulled back after hearing the AI spending news.

But remember, I said this is the rational time of year. That turned out to be true in this case, as the stock snapped back once investors realized that you have to spend money to make money – and so far, the company’s AI best are paying off.

Source: Investor Place

[winston]

vested

Analysts turn heads with new Alphabet stock price target after earnings

by Silin Chen

The company posted earnings of $2.31 per share on revenue of $96.43 billion, both ahead of Wall Street analysts' forecast.

Search brought in $54.19 billion, while total ad revenue climbed to $71.34 billion, up 10% from last year. YouTube ads came in at $9.8 billion, slightly above expectations.

Cloud was a standout, with revenue jumping 32% to $13.62 billion.

Source: The Street

https://finance.yahoo.com/news/analysts ... 00272.html