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1h ago

Alphabet Set to Report Q4 Results With Ads, AI and Cloud in Focus

Options pricing points to a move greater than 5%, with revenue estimates near $111 billion.

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Photo: The Travel
Bank of America analysts expect Alphabet to report "an upside quarter."
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Overview

  • Alphabet reports after the market close on Feb. 4, and traders are bracing for a swing of more than 5% based on options activity.
  • Investors will scrutinize Search and YouTube ad trends along with management’s roadmap for turning AI-powered search features into revenue.
  • Google Cloud remains a key profitability driver after a 23.7% operating margin in Q3 and an 82% backlog jump to $155 billion.
  • Alphabet cites rapid uptake of AI features, including AI Mode with more than 75 million daily users, and a multiyear Apple deal to license Gemini for an upgraded Siri.
  • Spending on AI and infrastructure is projected at $91–93 billion for 2025 with higher outlays flagged for 2026, making capital guidance a pivotal update.