“Alphabet owns Google Search, YouTube, Android and Google Cloud, and makes most of its money selling ads.”
🐂 Bull
- Search, YouTube and Cloud all monetize AI
- 34% GAAP operating margin last quarter
- Revenue grew +24% YoY last quarter ($96.4B → $119.8B)
🐻 Bear
- Antitrust remedies and AI answers could erode search ads
- Capex $91.4B ate 56% of FY operating cash flow
What changed
Quarter revenue $119.8B, +24% YoY; operating income $40.8B vs $31.3B a year ago (+30%).
GOOGL · Alphabet Inc.
Software & Internet · ◆ Epic · Power 87/100 · CIK 0001652044
What it does
Alphabet owns Google Search, YouTube, Android and Google Cloud, and makes most of its money selling ads. It also funds long-shot bets like Waymo self-driving cars.
What changed
10-Q for the period ending 2026-06-30, filed 2026-07-23 0001652044-26-000071
Quarter revenue $119.8B, +24% YoY; operating income $40.8B vs $31.3B a year ago (+30%).
- Revenue (qtr to 2026-06-30): $119.8B (+24% YoY) 0001652044-26-000071
- Operating income (qtr to 2026-06-30): $40.8B (+30% YoY) 0001652044-26-000071
- Operating cash flow (FY to 2025-12-31): $164.7B (+31% YoY) 0001652044-26-000018
🐂 Bull case
- Search, YouTube and Cloud all monetize AI
- 34% GAAP operating margin last quarter 0001652044-26-000071
- Revenue grew +24% YoY last quarter ($96.4B → $119.8B) 0001652044-26-000071
🐻 Bear case
- Antitrust remedies and AI answers could erode search ads
- Capex $91.4B ate 56% of FY operating cash flow 0001652044-26-000018
🚩 Red flags
- None triggered by our rules this period.
10-year history PRO
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How the power level is computed
Power (0–100) = Growth 25 × clip(quarter revenue YoY ÷ 30%) + Profit 25 × clip(quarter GAAP operating margin ÷ 30%) + Cash 20 × clip(FY free cash flow ÷ FY revenue ÷ 25%) + Fortress 15 (full if cash + short-term investments ≥ debt, else 15 × clip(1 − net debt ÷ FY revenue); half if debt isn't tagged) + Dilution 15 (full if diluted shares flat/down YoY, 0 at +5%). Missing inputs get half credit. Banks and insurers get a Financials frame: their score isn't comparable.
Not investment advice. Ticker Card summarizes public SEC EDGAR filings, which can be restated or late. No stock prices. Every number cites the filing's accession number. Source: SEC EDGAR.