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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The Transcript
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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The Transcript
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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The Transcript
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
The Transcript
Alphabet CEO was asked what keeps them awake at night currently:
"I think specifically at this moment, maybe the top question is definitely around compute capacity, all the constraints. Be it power, land, supply chain constraints, how do you ramp up to meet this extraordinary demand for this moment, get our investments right for the long term, and do it all in a way that we are driving efficiencies and doing it in a world-class way"
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Alphabet CEO was asked what keeps them awake at night currently:
"I think specifically at this moment, maybe the top question is definitely around compute capacity, all the constraints. Be it power, land, supply chain constraints, how do you ramp up to meet this extraordinary demand for this moment, get our investments right for the long term, and do it all in a way that we are driving efficiencies and doing it in a world-class way"
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Dimitry Nakhla | Babylon Capital®
When you owned Google a few years ago while most called it an AI loser with a weakening moat & you held long enough to see the narrative completely flip to Google now widely labeled as an AI winner & leader
$GOOGL $GOOG https://t.co/SCriCMGf7c
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When you owned Google a few years ago while most called it an AI loser with a weakening moat & you held long enough to see the narrative completely flip to Google now widely labeled as an AI winner & leader
$GOOGL $GOOG https://t.co/SCriCMGf7c
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