Alphabet Inc. Depository Shs Repr 1/20th Conv Pfd Registered Shs · GOOGM · Next earnings

Alphabet Inc. Depository Shs Repr 1/20th Conv Pfd Registered Shs next earnings report

GOOGM's next report date is not on the calendar yet. Here is where the last quarter left off and what remains open. Last quarter: Alphabet: AI growth accelerates as infrastructure costs rise

Date not yet scheduled Communication Services

What the street expects

Consensus for the coming report
Consensus EPS — Calendar consensus
Consensus revenue — Calendar consensus
Report date TBD Not yet on the calendar
Session — Session not yet known

Where GOOGM left off: FY2026 Q3

Full report

Alphabet: AI growth accelerates as infrastructure costs rise

EPS surprise -29.6% Reported $2.12 vs $3.01
Revenue surprise -0.3% Reported $127.58B vs $127.96B
Stock move +1.0% Event window
Subsequent drift 0.0% Up to 20 sessions

Management maintained its guidance stance; the supplied analysis highlights modest Q4 margin pressure from FX headwinds and higher infrastructure depreciation.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Slower monetization of AI Mode and agentic experiences.
  • Capacity constraints, TPU inventory, and heavy infrastructure investment may pressure margins.
  • FX headwinds, regulatory scrutiny, and higher depreciation could weigh on results.

Questions analysts left open

  • Search growth slowed despite record query volume, raising questions about AI monetization.
  • TPU system margin profile, inventory, and revenue-recognition timing remain important watchpoints.
  • Compute availability, FX headwinds, and infrastructure spending could pressure margins as AI services scale.

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Recent GOOGM quarters

All GOOGM earnings
+1.0%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.