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Company / Finance

Alphabet Inc.

GOOGL · NASDAQ

Alphabet reported FY2025 revenue of $307.4 billion and Q1 2026 revenue of $90.2 billion. The thesis depends on Search durability, YouTube, Google Cloud, AI capital intensity, regulatory risk and capital allocation.

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NASDAQGOOGLCoverage BootstrapAlphabet Inc.
Latest ReportMay 19, 2026GOOGL: Alphabet cash flow faces the AI and regulation testView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->
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Latest Thesis

GOOGL: Alphabet cash flow faces the AI and regulation test

Alphabet reported FY2025 revenue of $307.4 billion and Q1 2026 revenue of $90.2 billion. The thesis depends on Search durability, YouTube, Google Cloud, AI capital intensity, regulatory risk and capital allocation.

May 19, 2026Research reportSlides available
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Alphabet Inc.Alphabet cash flow faces the AI and regulation testMay 19, 2026
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GOOGL: Alphabet cash flow faces the AI and regulation testAlphabet reported FY2025 revenue of $307.4 billion and Q1 2026 revenue of $90.2 billion. The thesis depends on Search durability, YouTube, Google Cloud, AI capital intensity, regulatory risk and capital allocation.NASDAQMay 19, 2026Research reportReadSlides