Google Earnings Calls
| Release date | Apr 29, 2026 |
| EPS estimate | $2.64 |
| EPS actual | $5.11 |
| EPS Surprise | 93.56% |
| Revenue estimate | 106.976B |
| Revenue actual | 109.896B |
| Revenue Surprise | 2.73% |
| Release date | Feb 04, 2026 |
| EPS estimate | $2.57 |
| EPS actual | $2.82 |
| EPS Surprise | 9.73% |
| Revenue estimate | 111.332B |
| Revenue actual | 113.828B |
| Revenue Surprise | 2.24% |
| 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 | $2.15 |
| EPS actual | $2.31 |
| EPS Surprise | 7.44% |
| Revenue estimate | 99.826B |
| Revenue actual | 96.428B |
| Revenue Surprise | -3.40% |
Last 4 Quarters for Google
Below you can see how GOOGL 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 | $190.23 |
| EPS estimate | $2.15 |
| EPS actual | $2.31 |
| EPS surprise | 7.44% |
| Date | Price |
|---|---|
| Jul 17, 2025 | $183.58 |
| Jul 18, 2025 | $185.06 |
| Jul 21, 2025 | $190.10 |
| Jul 22, 2025 | $191.34 |
| Jul 23, 2025 | $190.23 |
| Jul 24, 2025 | $192.17 |
| Jul 25, 2025 | $193.18 |
| Jul 28, 2025 | $192.58 |
| Jul 29, 2025 | $195.75 |
| 4 days before | 3.62% |
| 4 days after | 2.90% |
| On release day | 1.02% |
| Change in period | 6.63% |
| Release date | Oct 29, 2025 |
| Price on release | $274.57 |
| EPS estimate | $2.30 |
| EPS actual | $2.87 |
| EPS surprise | 24.78% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $253.08 |
| Oct 24, 2025 | $259.92 |
| Oct 27, 2025 | $269.27 |
| Oct 28, 2025 | $267.47 |
| Oct 29, 2025 | $274.57 |
| Oct 30, 2025 | $281.48 |
| Oct 31, 2025 | $281.19 |
| Nov 03, 2025 | $283.90 |
| Nov 04, 2025 | $277.54 |
| 4 days before | 8.49% |
| 4 days after | 1.08% |
| On release day | 2.52% |
| Change in period | 9.66% |
| Release date | Feb 04, 2026 |
| Price on release | $333.04 |
| EPS estimate | $2.57 |
| EPS actual | $2.82 |
| EPS surprise | 9.73% |
| Date | Price |
|---|---|
| Jan 29, 2026 | $338.25 |
| Jan 30, 2026 | $338.00 |
| Feb 02, 2026 | $343.69 |
| Feb 03, 2026 | $339.71 |
| Feb 04, 2026 | $333.04 |
| Feb 05, 2026 | $331.25 |
| Feb 06, 2026 | $322.86 |
| Feb 09, 2026 | $324.32 |
| Feb 10, 2026 | $318.58 |
| 4 days before | -1.54% |
| 4 days after | -4.34% |
| On release day | -0.537% |
| Change in period | -5.82% |
| Release date | Apr 29, 2026 |
| Price on release | $349.94 |
| EPS estimate | $2.64 |
| EPS actual | $5.11 |
| EPS surprise | 93.56% |
| Date | Price |
|---|---|
| Apr 23, 2026 | $338.89 |
| Apr 24, 2026 | $344.40 |
| Apr 27, 2026 | $350.34 |
| Apr 28, 2026 | $349.81 |
| Apr 29, 2026 | $349.94 |
| Apr 30, 2026 | $384.80 |
| May 01, 2026 | $385.69 |
| May 04, 2026 | $383.25 |
| May 05, 2026 | $388.43 |
| 4 days before | 3.26% |
| 4 days after | 11.00% |
| On release day | 9.96% |
| Change in period | 14.62% |
Google Earnings Call Transcript Summary of Q1 2026
Alphabet delivered an outstanding Q1 2026: consolidated revenue was $109.9B, up 22% year‑over‑year, marking the 11th consecutive quarter of double‑digit revenue growth. Google Cloud accelerated sharply (revenue +63% to >$20B), with strong demand for GenAI products and infrastructure; Cloud backlog nearly doubled sequentially to ~$462B. Search & Other revenue grew 19% as AI features (AI Mode, AI overviews, Gemini) drove record query growth and higher advertiser relevance. Consumer AI subscriptions hit a record quarter, bringing total paid subscriptions to ~350M. First‑party models processed >16B tokens/minute via APIs. Alphabet is expanding AI infrastructure (TPUs, Axion CPUs, NVIDIA GPUs) and will begin selling selected TPU hardware to customers; TPM hardware sales are included in Cloud backlog and expected to ramp into 2027. Operating income and margins expanded (operating income $39.7B; operating margin 36.1%); net income and EPS jumped ~81% and ~82% respectively. CapEx guidance for 2026 was raised to $180–190B to support AI infrastructure, and 2027 CapEx is expected to increase significantly. YouTube and subscriptions showed growth (YouTube ads +11%; YouTube Music & Premium subscriber gains), Other Bets (notably Waymo) showed operational expansion. Board approved a 5% quarterly dividend increase. Management emphasized the company’s full‑stack AI differentiation, continued investment in compute and security, and disciplined ROIC‑based allocation of resources.
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