Coverage summary
Aardvark Labs Capital Research has covered Alphabet (GOOGL) since April 25, 2025. The company is in the Communication Services sector. This page lists 8 reports: 7 earnings recaps and 1 earnings preview.
The latest is the Q3 2026 Earnings Recap, published October 29, 2026. The current rating is Outperform, the same in every report since coverage began.
Translations: 7 in Chinese.
The Excel model for GOOGL holds 22 quarters and 5 fiscal years of history and 10 quarters and 5 fiscal years of projections. It was last updated September 19, 2026.
All GOOGL reports
Recap: Q3 2026
Cloud Doubles to $30.7B While Search Slows to 12%: The Sell-Off Prices the Cash Burn, Not the Franchise
Recap: Q2 2026
The Quarter the AI Buildout Outran the Cash Flow: Cloud +82% and a $514B Backlog, Paid For With Equity
Recap: Q1 2026
Cloud Reaccelerates to +63%, Backlog Doubles QoQ to $462B — The Demand-Visibility Print That Earns the Capex Raise
Flashcap: Q1 2026
Cloud Re-Accelerates to +63%, Search Hits +19% on AI Mode, Operating Margin Expands Despite a $35.7B Capex Quarter — and the 2026 Bill Just Went Up Again
Recap: Q4 2025
Cloud at 30% Margin, Apple Picks Gemini, and Capex Doubles Again — A Generational Print With a Generational Bill
Recap: Q3 2025
First $100B Quarter, $155B Cloud Backlog, and Anthropic Buys a Million TPUs — The Bear Case Has Run Out of Data
Recap: Q2 2025
Cloud Demand Hardens, Capex Ratchets Higher — and the 2026 Spend Is Already a Tell
Recap: Q1 2025
Cloud Margins Double, AI Overviews Monetize at Parity, and the Bear Case Loses Its Best Argument — For Now