Alphabet Inc.'s Stock Analysis

Alphabet Completes $24 Billion Senior Notes Offering

Alphabet Inc. has successfully closed its public offerings of senior notes, raising a total of $17.5 billion in U.S. dollar-denominated notes and €6.5 billion in euro-denominated notes. The U.S. Notes include various tranches with fixed interest rates ranging from 3.875% to 5.700%, maturing between 2028 and 2075, while the Euro Notes feature interest rates from 2.375% to 4.375%, maturing between 2028 and 2064.

The notes were issued under an Indenture agreement with The Bank of New York Mellon Trust Company, N.A. The offering aims to enhance Alphabet's financial flexibility and may impact its capital structure and overall financial strategy. Detailed terms of the notes and the Indenture can be found in the respective exhibits referenced in the filing.

Nov 06, 2025 16:47:26

Alphabet Reports 16% Revenue Growth in Q3 2025 Results

Alphabet Inc. announced its financial results for the third quarter of 2025, reporting consolidated revenues of $102.3 billion, a 16% increase year-over-year. The company's Google Services segment saw a revenue increase of 14% to $87.1 billion, while Google Cloud revenues surged by 34% to $15.2 billion, driven by growth in core products and AI solutions. Total operating income rose by 9%, and net income increased by 33%, with earnings per share reaching $2.87.

The company faced a $3.5 billion fine from the European Commission, which impacted reported operating income. Despite this, Alphabet's operating margin, excluding the fine, was 33.9%. The Board of Directors declared a quarterly cash dividend of $0.21 per share, payable on December 15, 2025. Alphabet's capital expenditures for 2025 are expected to be between $91 billion and $93 billion, reflecting ongoing investments to meet customer demand.

Oct 29, 2025 16:01:48

Alphabet Settles Shareholder Derivative Action with Compliance Enhancements

On July 8, 2025, the U.S. District Court for the Northern District of California preliminarily approved a settlement of a shareholder derivative action against Alphabet Inc. The settlement arises from allegations of breaches of fiduciary duties by certain officers and directors related to antitrust investigations. While the defendants deny any wrongdoing, the settlement includes commitments to enhance corporate governance and compliance measures, which will benefit the company as a whole rather than individual shareholders.

The settlement terms require Alphabet to adopt various governance improvements, including the establishment of a new Risk and Compliance Committee and an investment of at least $500 million over ten years to bolster compliance efforts. A hearing to finalize the settlement is scheduled for September 30, 2025. Shareholders will not receive direct payments from the settlement, and no proof of claim forms are necessary for stockholders to submit.

Jul 18, 2025 16:16:46

Alphabet Reports Q1 2025 Revenue Growth and Dividend Increase

Alphabet Inc. reported a 12% increase in consolidated revenues for Q1 2025, reaching $90.2 billion. Key contributors to this growth included Google Search, YouTube ads, Google subscriptions, and Google Cloud, with the latter experiencing a notable 28% revenue increase. Operating income rose by 20%, and net income saw a significant 46% increase, leading to an earnings per share (EPS) of $2.81, up 49% year-over-year.

The company also announced a 5% increase in its quarterly cash dividend to $0.21, payable on June 16, 2025. Additionally, Alphabet's Board of Directors authorized a new stock repurchase program of up to $70 billion for its Class A and Class C shares, which may positively influence investor sentiment and stock performance. The financial results reflect a robust performance across multiple segments, indicating sustained business momentum.

Apr 24, 2025 16:01:26

Alphabet Reports $96.5 Billion Revenue in Q4 2024

Alphabet Inc. reported a revenue increase of 12% year-over-year for Q4 2024, reaching $96.5 billion. The growth was driven by a 10% rise in Google Services revenues and a significant 30% increase in Google Cloud revenues. Operating income also saw a notable increase of 31%, with net income rising by 28% and earnings per share (EPS) increasing by 31% to $2.15. The company highlighted strong performance in AI and cloud services, contributing to an annual revenue run rate of $110 billion for Cloud and YouTube combined.

On the downside, Alphabet's cash and cash equivalents decreased from $24.048 billion in Q4 2023 to $23.466 billion in Q4 2024. Additionally, the Other Bets segment reported a loss of $1.174 billion, indicating challenges in that area. The company also faced rising costs, with total expenses increasing to $65.5 billion in Q4 2024, compared to $62.6 billion in the same quarter of the previous year.

Feb 04, 2025 16:01:27

Alphabet Reports Strong Q3 2024 Financial Results

Alphabet Inc. has reported impressive financial results for the third quarter of 2024, with revenues rising 15% year-over-year to $88.3 billion. This growth was primarily driven by Google Services, which saw an increase of 13% to $76.5 billion, and Google Cloud, which surged by 35% to $11.4 billion. The company's operating income and net income both jumped by 34%, with earnings per share rising 37% to $2.12. CEO Sundar Pichai highlighted the positive impact of AI innovations across their services, indicating strong momentum in both consumer and enterprise sectors.

On the downside, while Alphabet's overall performance was strong, it did face some challenges, particularly in the Other Bets segment, which reported losses. Additionally, the company incurred significant charges related to employee severance and office space optimization efforts. Despite these setbacks, Alphabet's improved efficiency and commitment to innovation have positioned it well for future growth, as evidenced by the substantial revenue generated from YouTube ads and subscriptions, which surpassed $50 billion over the past year.

Oct 29, 2024 16:01:46

Alphabet's Caution on Tutanota's Mini-Tender Offer

Alphabet Inc. advises caution regarding Tutanota LLC's mini-tender offer to purchase a small fraction of Alphabet's shares at $180 each. Alphabet does not support the offer, suggests shareholders consult advisors, and warns about the limited protections mini-tender offers provide under U.S. securities laws. Shareholders can withdraw tendered shares before the July 12, 2024 deadline. Alphabet emphasizes no affiliation with Tutanota LLC and urges market participants to review SEC guidelines on mini-tender offers. The company refrains from recommending Tutanota LLC's offer, emphasizing prudence and vigilance.

Jun 26, 2024 10:55:04

Anat Ashkenazi Joins Google as CFO

Anat Ashkenazi, a seasoned executive, will become the CFO of Google and Alphabet, starting July 31, 2024. She brings over 23 years of experience from Eli Lilly. Sundar Pichai, Google and Alphabet CEO, expressed confidence in her strategic financial focus. Ashkenazi's background in finance, strategy, and operations positions her well for the role. Her appointment signifies Google's commitment to responsible investment for future growth and innovation.

Jun 05, 2024 07:56:04

Alphabet Inc. Reports Strong Q4 2023 Financial Results

Alphabet Inc. announced a 13% increase in Q4 2023 revenues, reaching $86 billion, with a growing contribution from YouTube and Cloud services. The company recorded strong financial results and a 27% operating margin. However, it incurred significant charges related to workforce reductions and office space optimization. The company's CEO expressed optimism for the future, emphasizing the benefits from AI investments and innovation.

Jan 30, 2024 16:01:26