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Earnings transcript
Read the complete earnings call transcript.
GOOG
Alphabet Inc.
$291.77
7.84
(2.76%)
| Exchange: | NASDAQ |
| Market Cap: | 3.577T |
| Shares Outstanding: | 12.116B |
Delayed data
About The Company
| Sector: | Communication ServicesView sector performance | |||||
| Industry: | Internet Content & InformationView industry performance | |||||
| CEO: | Sundar Pichai | |||||
| Full Time Employees: | 190820 | |||||
| Address: |
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| Website: | https://www.abc.xyz |
Alphabet Inc. operates globally, providing a wide array of products and digital platforms to customers across the United States, Europe, the Middle East, Africa, the Asia-Pacific region, Canada, and Latin America. The company’s business is organized into three primary segments: Google Services, Google Cloud, and Other Bets. The Google Services division delivers a broad spectrum of consumer-facing offerings, which include its advertising products, the Android operating system, Chrome browser, various hardware devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search functionality, and YouTube. This segment also generates revenue through the sale of applications, in-app purchases, and digital content via Google Play and YouTube, alongside device sales and consumer subscriptions for YouTube services. Conversely, the Google Cloud segment furnishes enterprise-grade solutions such as infrastructure, cybersecurity, database management, analytics, artificial intelligence, and other professional services. This encompasses the Google Workspace suite, a collection of cloud-native communication and collaboration tools for businesses, including Gmail, Docs, Drive, Calendar, and Meet, among other offerings tailored for corporate clients. The Other Bets segment is dedicated to developing nascent ventures, particularly those focused on healthcare-related and internet services. Established in 1998, Alphabet Inc. maintains its corporate headquarters in Mountain View, California.
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Revenue Segmentation
Revenue by type
Revenue by region
GOOG full analysis
Welcome back to MarketSnap. Let me start with a contradiction that should bother you. Alphabet grew revenue 25% last quarter. Cloud more than doubled. And in Thursday's session the stock fell about 12.3%, wiping out roughly half a trillion dollars of market value — one of the sharpest one-day falls on record for the company. That is not what a shrinking business looks like. So the market isn't saying Alphabet is broken. It's saying it's no longer sure the AI…
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Earnings Call
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 307,394,000 | 350,018,000 | 402,836,000 |
| Gross Profit | 174,062,000 | 203,712,000 | 240,301,000 |
| EBITDA | 97,971,000 | 135,394,000 | 180,698,000 |
| Operating Income | 84,293,000 | 112,390,000 | 129,039,000 |
| Net Income | 73,795,000 | 100,118,000 | 132,170,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 402,392,000 | 450,256,000 | 595,281,000 |
| Total Liabilities | 119,013,000 | 125,172,000 | 180,016,000 |
| Total Stockholders Equity | 283,379,000 | 325,084,000 | 415,265,000 |
| Total Debt | 27,121,000 | 25,461,000 | 59,291,000 |
| Cash and Cash Equivalents | 24,048,000 | 23,466,000 | 30,708,000 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 101,746,000 | 125,299,000 | 164,713,000 |
| Capital Expenditure | -32,251,000 | -52,535,000 | -91,447,000 |
| Free Cash Flow | 69,495,000 | 72,764,000 | 73,266,000 |
| Net Income | 73,795,000 | 100,118,000 | 132,170,000 |
| Net Change in Cash | 2,169,000 | -582,000 | 7,242,000 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2030 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 947,666,174.034 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 1,085,254,476.676 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 1,008,267,271.429 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 420,290,771.654 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 485,116,834.945 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 448,843,574.365 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 283,475,990.223 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 338,026,559.927 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 307,502,925.925 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 128,822,407.884 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 147,525,678.011 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 137,060,308.002 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 25.140 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 27.640 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 23.180 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 14 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 9 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Login — it's freeSWOT Analysis
Strengths (preview)
- Cloud and AI infrastructure momentum: Q3 2026 revenue grew 25% YoY to $127.6B with operating income up 30% to $40.6B (31.8% margin); Google Cloud revenue surged 103% with a $561B backlog and margins expanding to 36.2%, validating heavy CapEx.
- Fortress balance sheet and cash generation: Current ratio of 2.72, quick ratio of 2.64, debt-to-equity of just 0.176, ROE of 50.8%, and FY2025 free cash flow of $73.3B on operating cash flow of $164.7B.
- Compounding earnings power and discounted valuation: FY2025 revenue reached $402.8B (up ~15% YoY) with net income of $132.2B and diluted EPS of $10.81; TTM P/E of ~15.8 sits far below the industry average of ~42.4, and forward P/E compresses from ~14.2 (FY2026) to ~11.4 (FY2030).
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MarketSnap estimates GOOG intrinsic value between $318.67 – $332.83 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about GOOG valuation
Is Alphabet Inc. (GOOG) overvalued or undervalued right now?
MarketSnap estimates intrinsic value for Alphabet Inc. (GOOG) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is GOOG a buy, hold, or sell for long-term investors?
MarketSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether GOOG trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is GOOG’s P/E ratio?
You can see GOOG’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for GOOG?
MarketSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MarketSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is GOOG a good long-term investment?
Whether GOOG fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MarketSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
GOOG
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2.76
Trading Metrics:
| Open: | 290.96 | Previous Close: | 283.93 | |
| Day Low: | 290.35 | Day High: | 294.69 | |
| Year Low: | 271.41 | Year High: | 404.47 | |
| Price Avg 50: | 329.79 | Price Avg 200: | 337.52 | |
| Volume: | 7.909M | Average Volume: | 19.445M |
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