Alphabet Inc - Ordinary Shares - Class A
GOOGL
Market Cap$2.58T
Close$
Earnings Call Q2 2025
July 23, 2025 - AI Summary
Robust Revenue Growth Across Segments: Alphabet reported consolidated revenue of $96.4 billion in Q2 2025, a 14% increase year-over-year (YOY), driven by strong performances in Google Services, YouTube, and Google Cloud, which experienced double-digit growth in revenue. Search revenues grew by 12% YOY due to AI-enhanced features, and YouTube advertising revenues increased by 13%.
Significant Investment in AI and Infrastructure: The company is investing approximately $85 billion in CapEx for 2025, up from a previous estimate of $75 billion, reflecting strong demand for cloud products and AI-driven solutions. This includes enhancements to AI infrastructure, including servers and data centers, signaling optimism for future revenue growth but acknowledging ongoing challenges with supply.
Evolving Monetization Strategies: There is a focus on enhancing the user experience through AI in search, allowing for optimized organic experiences. AI Modifications such as AI Overviews and AI Mode are expected to drive more commercial queries over time, indicating an adaptable monetization strategy that may yield higher conversion rates rather than targeting pay clicks.
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$276.45
19.8% upside
Current Fair Value
19.8% upsideUndervalued by 19.8% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $2.58 Trillion |
|---|---|
| Enterprise Value | $2.61 Trillion |
| Dividend Yield | $0.81 (0.38%) |
| Earnings per Share | $8.04 |
| Beta | 1.01 |
| Outstanding Shares | 12,122,000,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 22.33 |
|---|---|
| PEG | 115.24 |
| Price to Sales | 7.69 |
| Price to Book Ratio | 7.95 |
| Enterprise Value to Revenue | 7.02 |
| Enterprise Value to EBIT | 20.45 |
| Enterprise Value to Net Income | 22 |
| Total Debt to Enterprise | 0.02 |
| Debt to Equity | 0.14 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Alphabet Inc
135,301 employees
CEO: Sundar Pichai Larry Page and Sergey Brin founded Google in September 1998. Since then, the company has grown to more than 130,000 employees worldwide, with a wide range of popular products and platforms like Search, Maps, Ads, Gmail, Android, Chrome, ...