Alphabet · 2026-04-29
GOOGL Q1 2026 Earnings: Results, Stock Reaction & Outlook Earnings Release Summary
Revenue: $109.9B; EPS: $5.11 diluted EPS; Profit signal: Net income up 81% and EPS up 82%; Business driver: Search revenue grew strongly while Google Cloud reached $20.0B and continued to scale as an AI infrastructure business.
Revenue: $109.9B
EPS: $5.11 diluted EPS
Profit signal: Net income up 81% and EPS up 82%
Business driver: Search revenue grew strongly while Google Cloud reached $20.0B and continued to scale as an AI infrastructure business.
Reported data
GOOGL key reported figures
Revenue: $109.9B
Revenue growth was +22% YoY; the question is whether the growth mix supports the next valuation bar.
EPS: $5.11 diluted EPS
EPS is the headline profit number, but it has to be read with margin quality and spending needs.
Profit signal: Net income up 81% and EPS up 82%
This is the quality check behind the headline earnings result.
Business driver: Search revenue grew strongly while Google Cloud reached $20.0B and continued to scale as an AI infrastructure business.
The stock reaction depends on whether this driver can keep compounding.
Sources