
Alphabet Inc's Q3 '25 earnings call highlighted a strong quarter with revenue reaching $102.3B versus the estimate of $99.94B and EPS at $2.87 versus the estimate of $2.26, driven by AI advancements and growth across various segments, with an expectation of CapEx to be in the range of $91B to $93B for 2025.
Bullish
Google Cloud revenue increased by 34% with strong performance in GCP, driven by enterprise AI products, generating billions in quarterly revenue.
Bearish
Operating margin declined year over year to 38.5% due to the impact of the European Commission fine.