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Alphabet And Amazon Earnings Previews: What's Happening To Margins?
According to Visible Alpha consensus, Alphabet Inc.'s total revenues expected for Q4 2025 have increased to $111.4 billion from $108.8 billion last quarter. We are closely monitoring the trend of the Cloud business. The operating profit margin has been trending better. According to Visible Alpha consensus, Amazon.com Inc.'s total revenues of $211.6 billion expected for Q4 have remained steady since the October release, driven by resilience in Amazon's online retail business.
Alphabet Q4 Earnings Preview: Can AI And Cloud Momentum Sustain The $4 Trillion Valuation?
Alphabet faces high investor expectations following a year of significant stock growth, with the core focus being proof that massive capital investments in AI. Wall Street expects a strong quarter, projecting revenue of approximately $111.4 billion (+15.4% YoY) and earnings per share (EPS) of $2.64. Critical items for investors include updates on AI monetization (Gemini integration, Search evolution), the conversion velocity and margin expansion of Google Cloud.
Amazon Web Services CEO Says Space-Based Data Centers 'Not Economical' Despite Jeff Bezos Pursuing The Idea
AWS CEO Matt Garman said space-based data centers remain impractical and uneconomical despite rising AI-driven infrastructure demand, citing high launch costs, heavy hardware and limited rocket capacity as major barriers even as some tech leaders continue to explore the idea.
Justice Department to Appeal Ruling in Google Search Antitrust Case
The Justice Department and 35 states will appeal a September 2025 court ruling that allowed Google parent company Alphabet to keep its Chrome browser after losing an antitrust case. The plaintiffs said Tuesday (Feb. 3) in court papers that they will appeal the ruling, Reuters reported Tuesday.
