Google Earnings Calls
| Release date | Apr 29, 2026 |
| EPS estimate | $2.68 |
| EPS actual | $5.11 |
| EPS Surprise | 90.67% |
| Revenue estimate | 106.637B |
| Revenue actual | 109.896B |
| Revenue Surprise | 3.06% |
| Release date | Feb 04, 2026 |
| EPS estimate | $2.63 |
| EPS actual | $2.82 |
| EPS Surprise | 7.22% |
| Revenue estimate | 111.318B |
| Revenue actual | 113.828B |
| Revenue Surprise | 2.25% |
| Release date | Oct 29, 2025 |
| EPS estimate | $2.30 |
| EPS actual | $2.87 |
| EPS Surprise | 24.78% |
| Revenue estimate | 99.927B |
| Revenue actual | 102.346B |
| Revenue Surprise | 2.42% |
| Release date | Jul 23, 2025 |
| EPS estimate | $2.18 |
| EPS actual | $2.31 |
| EPS Surprise | 5.96% |
| Revenue estimate | 94.042B |
| Revenue actual | 96.428B |
| Revenue Surprise | 2.54% |
Last 4 Quarters for Google
Below you can see how GOOG performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 23, 2025 |
| Price on release | $191.51 |
| EPS estimate | $2.18 |
| EPS actual | $2.31 |
| EPS surprise | 5.96% |
| Date | Price |
|---|---|
| Jul 17, 2025 | $184.70 |
| Jul 18, 2025 | $185.94 |
| Jul 21, 2025 | $191.15 |
| Jul 22, 2025 | $192.11 |
| Jul 23, 2025 | $191.51 |
| Jul 24, 2025 | $193.20 |
| Jul 25, 2025 | $194.08 |
| Jul 28, 2025 | $193.42 |
| Jul 29, 2025 | $196.43 |
| 4 days before | 3.69% |
| 4 days after | 2.57% |
| On release day | 0.88% |
| Change in period | 6.35% |
| Release date | Oct 29, 2025 |
| Price on release | $275.17 |
| EPS estimate | $2.30 |
| EPS actual | $2.87 |
| EPS surprise | 24.78% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $253.73 |
| Oct 24, 2025 | $260.51 |
| Oct 27, 2025 | $269.93 |
| Oct 28, 2025 | $268.43 |
| Oct 29, 2025 | $275.17 |
| Oct 30, 2025 | $281.90 |
| Oct 31, 2025 | $281.82 |
| Nov 03, 2025 | $284.12 |
| Nov 04, 2025 | $278.06 |
| 4 days before | 8.45% |
| 4 days after | 1.05% |
| On release day | 2.45% |
| Change in period | 9.59% |
| Release date | Feb 04, 2026 |
| Price on release | $333.34 |
| EPS estimate | $2.63 |
| EPS actual | $2.82 |
| EPS surprise | 7.22% |
| Date | Price |
|---|---|
| Jan 29, 2026 | $338.66 |
| Jan 30, 2026 | $338.53 |
| Feb 02, 2026 | $344.90 |
| Feb 03, 2026 | $340.70 |
| Feb 04, 2026 | $333.34 |
| Feb 05, 2026 | $331.33 |
| Feb 06, 2026 | $323.10 |
| Feb 09, 2026 | $324.40 |
| Feb 10, 2026 | $318.63 |
| 4 days before | -1.57% |
| 4 days after | -4.41% |
| On release day | -0.603% |
| Change in period | -5.91% |
| Release date | Apr 29, 2026 |
| Price on release | $347.31 |
| EPS estimate | $2.68 |
| EPS actual | $5.11 |
| EPS surprise | 90.67% |
| Date | Price |
|---|---|
| Apr 23, 2026 | $337.75 |
| Apr 24, 2026 | $342.32 |
| Apr 27, 2026 | $348.52 |
| Apr 28, 2026 | $347.50 |
| Apr 29, 2026 | $347.31 |
| Apr 30, 2026 | $381.94 |
| May 01, 2026 | $383.22 |
| May 04, 2026 | $379.64 |
| May 05, 2026 | $384.27 |
| 4 days before | 2.83% |
| 4 days after | 10.64% |
| On release day | 9.97% |
| Change in period | 13.77% |
Google Earnings Call Transcript Summary of Q1 2026
Alphabet reported an outstanding Q1 2026: consolidated revenue was $109.9B, up 22% year‑over‑year, with net income of $62.6B and EPS of $5.11. Growth was broad‑based—Search & Other revenue grew 19%, YouTube ads +11%, and Google Cloud accelerated 63% to over $20B with backlog nearly doubling sequentially to ~$462B. Cloud momentum is driven by enterprise GenAI solutions (GenAI product revenue +~800% YoY), strong customer adoption (doubling of $100M–$1B deals YoY, multiple billion‑dollar deals) and infrastructure demand (TPUs, GPUs). Consumer AI adoption also picked up: paid subscriptions hit 350M and the Gemini/Gemini app ecosystem showed strong traction (Gemini Enterprise PMAU +40% QoQ, Gemma 4 downloads 50M+). Alphabet is increasing AI‑focused capital investment: Q1 CapEx was $35.7B (mostly servers), full‑year 2026 CapEx guide was raised to $180–190B, and management expects a materially higher CapEx in 2027 to meet AI demand. Operating margins expanded (company op. margin 36.1%; Cloud operating margin 32.9%), driven by high revenue growth, product mix and operational efficiencies. Management emphasized a vertically integrated AI “full stack” (models, infrastructure, platforms, security) and a disciplined ROIC framework for allocating constrained compute and capital. Other highlights: Waymo expansion, Wiz acquisition for cloud security, and a 5% increase in the quarterly dividend.
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