Alphabet outlines $175B–$185B 2026 CapEx plan as AI momentum accelerates across search, cloud, and YouTube

Earnings Call Insights: Alphabet Inc. (GOOGL) Q4 2025

Management View

  • Sundar Pichai, CEO & Director, highlighted a “tremendous quarter for Alphabet,” noting the launch of Gemini 3 and surpassing $400 billion in annual revenue for the first time. Search revenue grew 17%, YouTube annual revenue exceeded $60 billion, and Cloud revenue

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