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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.
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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