Dimitry Nakhla | Babylon Capital®
Google $GOOG $GOOGL Q4 2025 Report 🗓️

✅ REV: $113.83B (+18% YoY)
✅ EPS: $2.82 (+31% YoY)

☁️ GOOGLE CLOUD +48% YoY
💰 Subsctiptions & devices +17% YoY
🎥 Youtube Ads +9% YoY https://t.co/AVAOLstoW1
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Bourbon Capital
$GOOG Capex is insane from $119B to $180B in 2026

unstoppable https://t.co/msckJfQX16

$GOOG Sees 2026 Capex $175B to $185B vs Est $119.5B - Bourbon Capital
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App Economy Insights
☁️ Google Cloud visualized. $GOOG https://t.co/NmXK8Zo683
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Fiscal.ai
Alphabet Q4

Search: +17%
Cloud: +48%
Subscriptions: +17%
YouTube: +9%
Network: -2%
Other Bets: -8%

$GOOG $GOOGL https://t.co/X7tKUNhUkm
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God of Prompt
RT @godofprompt: Virtual assistants should be worried.

@genspark_ai just hit $155M ARR in 10 months and after trying it, I completely understand why.

This is a true all-in-one AI workspace 2.0 that genuinely replaces multiple standalone tools:

Slides • Design • Images • Data • Research

All integrated into a single, seamless interface.

Here's the game-changer:

For just $19.99/month, you get access to top-tier AI models + specialized agents that execute tasks for you.
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Bourbon Capital
Gemini App has reached 750 million monthly active users, this wild and 2026 CapEx investments are anticipated to be in the range of $175 to $185 billion

$GOOG is unstoppable

4Q 2025: https://t.co/27Q2rOFpva

$GOOG Capex is insane from $119B to $180B in 2026

unstoppable https://t.co/msckJfQX16 - Bourbon Capital
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Quartr
$GOOGL Q4 2025

"The Gemini App has grown to over 750 million monthly active users" - Sundar Pichai, CEO

Revenue +18%
*Google Search & other +17%
*YouTube Ads +9%
*Google Network -2%
*Google Cloud +48%
EBIT +16%
*marg 32% (32)
EPS +31% https://t.co/1aiXxLkgpe
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Brady Long
The barrier to starting a cartoon IP used to be thousands of hours.

@AniStudio_ai is pitching a future where that barrier is zero

Imagine producing a weekly narrative show without a team of 10. Gold for solo storytellers.

We weren't planning to launch today, but @Adobe just gave up Animate. 💔

Introducing https://t.co/zxqLkGyNDh: the first AI-native Animation platform.

We're still cooking, so… Repost & comment to join the beta (FREE access).

#AdobeAnimate #AniStudio https://t.co/diPJV1p2CW - AniStudio
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Fiscal.ai
Google Cloud just reported 48% YoY revenue growth.

That's their fastest growth rate in more than 4 years.

$GOOGL https://t.co/5eJGebDcLE
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App Economy Insights
$GOOG Alphabet Q4 FY25:

• Revenue +18% Y/Y to $113.8B ($2.3B beat).
• Operating margin 32% (-1pp Y/Y).
• EPS $2.82 ($0.18 beat).

☁️ Google Cloud:
• Revenue +48% Y/Y to $17.7B.
• Operating margin 30% (+13pp Y/Y).

▶️ YouTube ads +9% to $11.4B. https://t.co/sZ1VUMGzAd
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