$Alphabet - C(GOOG.US) -2.4% after hours to $325 after 4Q results largely beat ests, driven by Search and Cloud revs, but 2026 Capex guide of $180B vs $120B est. We expect GOOG to recover as investors realize Capex budgets always start high in the beginning of the year and GOOG showing they are keeping up with everyone else In the Capex arms race.
4Q:- Revs $113.8B vs $111.4B est- Adj EPS $2.82 vs $2.64 est- Search/Other revs $63.1B vs $61.4B est- Services $95.9B vs $94.9B est- YouTube $11.4B vs $11.8B - miss- Cloud $17.7B vs $16.7B- Oper income $35.9B vs $36.9B est - miss- Gemini 750M MAUs vs 650M MAUs in 3Q2026 Guidance- Capexp $175-$185B vs $120B est and vs $91.4B 2025Conf call 430 ET.The copyright of this article belongs to the original author/organization.
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