Alphabet (NASDAQ:GOOGL) Surpasses Estimates; Q4 Revenue $113.8B, 18% YoY

Alphabet (NASDAQ:GOOGL) reports Q4 CY2025 revenue of $113.8 billion, up 18% year-on-year, beating analyst expectations and posting a $2.82 per share GAAP profit, 7% above consensus. Google Search, the company’s largest revenue driver, grew 16.7% YoY in Q4, outperforming Wall Street by 2.9%. Supporting context: Alphabet’s revenue has more than doubled to $402.8B in the last year from $182.5B five years ago, reflecting 17.2% annualized growth. While AI initiatives and higher capital expenditures for 2026 signal continued expansion, operating income missed estimates. The stock closed flat at $332.08 after the report.