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The Transcript
Alphabet CEO: "Our unrivaled infrastructure serves as the bedrock of our AI stack." https://t.co/NiAJb17jp0
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Alphabet CEO: "Our unrivaled infrastructure serves as the bedrock of our AI stack." https://t.co/NiAJb17jp0
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The Transcript
Alphabet CEO on what's driving growth in Cloud:
"...We exited the year with double the new customer velocity compared to Q1....We are also signing larger customer commitments. The number of deals in 2025 over $1B surpassed the previous 3 years combined."
$GOOG $GOOGL https://t.co/vidzRgvpH0
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Alphabet CEO on what's driving growth in Cloud:
"...We exited the year with double the new customer velocity compared to Q1....We are also signing larger customer commitments. The number of deals in 2025 over $1B surpassed the previous 3 years combined."
$GOOG $GOOGL https://t.co/vidzRgvpH0
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The Transcript
Alphabet CEO on Waymo:
"In December, we surpassed 20M fully autonomous trips and are now providing more than 400,000 rides every week. Waymo continues to expand its service territory. Its sixth market, Miami, launched two weeks ago, and Waymo will soon expand its service to multiple cities across the US and in the UK and Japan"
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Alphabet CEO on Waymo:
"In December, we surpassed 20M fully autonomous trips and are now providing more than 400,000 rides every week. Waymo continues to expand its service territory. Its sixth market, Miami, launched two weeks ago, and Waymo will soon expand its service to multiple cities across the US and in the UK and Japan"
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The Transcript
Alphabet CBO: "Google services revenues were 96B in Q4 25, up 14% Y/Y, primarily driven by accelerated growth in search....The 17% increase in search & other was led by broad strength across all major verticals, with retail particularly strong on YouTube.
Search is not dead. https://t.co/EF344rMg8g
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Alphabet CBO: "Google services revenues were 96B in Q4 25, up 14% Y/Y, primarily driven by accelerated growth in search....The 17% increase in search & other was led by broad strength across all major verticals, with retail particularly strong on YouTube.
Search is not dead. https://t.co/EF344rMg8g
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Bourbon Capital
$GOOG CEO: we are getting dramatically more efficient.. we were able to lower gemini serving unit costs by 78% over 2025
It's happening https://t.co/9kt6XNo62C
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$GOOG CEO: we are getting dramatically more efficient.. we were able to lower gemini serving unit costs by 78% over 2025
It's happening https://t.co/9kt6XNo62C
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The Transcript
Alphabet CFO: "Cloud revenue accelerated meaningfully and were up 48% to $17.7B. Revenues were driven by strong performance in GCP, which continued to grow at a rate that was much higher than Cloud's overall revenue growth rate. "
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Alphabet CFO: "Cloud revenue accelerated meaningfully and were up 48% to $17.7B. Revenues were driven by strong performance in GCP, which continued to grow at a rate that was much higher than Cloud's overall revenue growth rate. "
Alphabet CEO: "And Google Cloud ended 2025 at an annual run rate of over $70 billion, representing a wide breadth of customers, driven by demand for AI products." $GOOG $GOOGL https://t.co/87qb6ju4i0 tweet
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Alphabet CFO: "Cloud operating income was $5.3B, more than doubling year over year. And operating margin increased from 17.5% in the fourth quarter of last year to 30.1%." $GOOG $GOOGL https://t.co/jTAy9pSJD8
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Alphabet CFO: "Cloud operating income was $5.3B, more than doubling year over year. And operating margin increased from 17.5% in the fourth quarter of last year to 30.1%." $GOOG $GOOGL https://t.co/jTAy9pSJD8
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The Transcript
Alphabet CFO in justifying the capex ramp-up:
"The investment we have been making in AI are already translating into strong performance across the business as you've seen in our financial results. Our successful execution, coupled with strong performance, reinforces our conviction to make the investments required to further capitalize on the AI opportunity."
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Alphabet CFO in justifying the capex ramp-up:
"The investment we have been making in AI are already translating into strong performance across the business as you've seen in our financial results. Our successful execution, coupled with strong performance, reinforces our conviction to make the investments required to further capitalize on the AI opportunity."
Alphabet CEO guiding to $175–185B in FY26 capex vs $91.4B in FY25 [YoY increase of ~92–102%]
"To meet customer demand and capitalize on the growing opportunities we have ahead of us, our 2026 CapEx investments are anticipated to be in the range of $175 to $185B."
$GOOG $GOOGL https://t.co/iCPTR76C5H tweet
The Transcript
RT @TheTranscript_: $AAPL CEO: "...we're in a supply chase mode to meet the very high levels of customer demand. We are currently constrained, and at this point, it's difficult to predict when supply and demand will balance."
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RT @TheTranscript_: $AAPL CEO: "...we're in a supply chase mode to meet the very high levels of customer demand. We are currently constrained, and at this point, it's difficult to predict when supply and demand will balance."
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RT @TheTranscript_: $META CFO: Capacity constraints to persist through 2026:
"We do continue to be capacity constrained....We'll likely still be constrained through much of 2026 until additional capacity from our own facilities comes online later in the year." https://t.co/vrURxyQUhz
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RT @TheTranscript_: $META CFO: Capacity constraints to persist through 2026:
"We do continue to be capacity constrained....We'll likely still be constrained through much of 2026 until additional capacity from our own facilities comes online later in the year." https://t.co/vrURxyQUhz
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Alphabet CEO expects supply constraints to persist to the end of 2026:
"The demand we are seeing across the board, across our services...is exceptionally strong. And so I do expect to go through the year in a supply-constrained way."
$GOOG $GOOGL
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Alphabet CEO expects supply constraints to persist to the end of 2026:
"The demand we are seeing across the board, across our services...is exceptionally strong. And so I do expect to go through the year in a supply-constrained way."
$GOOG $GOOGL
$META CFO: Capacity constraints to persist through 2026:
"We do continue to be capacity constrained....We'll likely still be constrained through much of 2026 until additional capacity from our own facilities comes online later in the year." https://t.co/vrURxyQUhz tweet