GOOGL | Alphabet Q4’25 Earnings Highlights

$GOOGL | Alphabet Q4’25 Earnings Highlights

Revenue: $113.83B (Est. $111.4B) ????; +18% YoY
EPS: $2.82; +31% YoY
OI: $35.93B (Est. $36.95B) ; +16% YoY
FY26 Capex: $175B–$185B (Est. $119.5B) ????

Segment Performance:
Google Cloud: $17.66B (Est. $16.2B) ????; +48% YoY… pic.twitter.com/UfAd6dPa9O

— Wall St Engine (@wallstengine) February 4, 2026

所有跟帖： 

• 哇！它这个26年的资本开支，简直是给NVDA 和半导体行业放了个厚厚的防跌垫子啊。 -桃花源里人家- ♂ (0 bytes) () 02/04/2026 postreply 13:26:48

• 怪不得AVGO盘后涨的最多。 -桃花源里人家- ♂ (0 bytes) () 02/04/2026 postreply 13:27:23

• 昨天有网友加仓了， 我还回了个yes. 哈哈。 -bogbog- ♀ (100 bytes) () 02/04/2026 postreply 13:37:31

• 哈哈，是我。谢谢肯定。看看，加的多好，大涨啊。 -艾依然- ♀ (0 bytes) () 02/04/2026 postreply 13:44:26

• 牛～～ -bogbog- ♀ (0 bytes) () 02/04/2026 postreply 14:01:58

• 开涨了 -HappyWed- ♀ (0 bytes) () 02/04/2026 postreply 13:37:20