Alphabet Q4 2025 Results
Alphabet Inc. (NASDAQ: GOOG, GOOGL) reported fourth-quarter earnings on February 4, 2026, showcasing revenues of $63.1 billion for Google Search, marking a 16.7% year-over-year increase. The company experienced significant growth in its Google Cloud segment, which posted revenues of $17.7 billion, a 48% rise from the previous year, resulting in an annual revenue run rate of $70 billion.
Despite these strong figures, Alphabet’s stock faced a decline due to concerns regarding projected capital expenditures estimated between $175 billion to $185 billion for 2026, primarily aimed at artificial intelligence (AI) investments. As of the end of 2025, Alphabet holds a cash position of $126.8 billion and an impressive free cash flow of $24.6 billion for the fourth quarter alone.
The company’s cloud backlog reached $240 billion, which is more than double from the end of 2024, indicating robust future demand. Additionally, Alphabet is focusing on partnerships, including a collaboration with Apple for AI development, hinting at potential revenue boosts in upcoming quarters.
