GOOGL · News · 20260923N
Revenue Performance and Mix
Alphabet Inc. · 2026-09-23 · Importance 69 · Surprise 64 · In source text
Alphabet reported July 2026 quarterly revenue of $119.80 billion, exceeding analyst expectations. Earnings per share was $9.11 for the quarter, also above expectations. Cloud and AI revenue increased 52% year over year in the second quarter of 2026. Search remained Alphabet’s primary revenue driver, while Gemini AI and custom TPUs were identified as growth catalysts.
Key facts
- Alphabet reported July 2026 quarterly revenue of $119.80 billion and EPS of $9.11. source
- Q2 2026 cloud and AI revenue was up 52% year-over-year. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | — | Alphabet reported July 2026 quarterly revenue of $119.80 billion and EPS of $9.11. |
| net_income | positive | realized | — | Alphabet reported July 2026 quarterly revenue of $119.80 billion and EPS of $9.11. |