[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  LongYield [@LongYield](/creator/twitter/LongYield) on x 4484 followers Created: 2025-07-23 22:55:37 UTC $GOOGL Alphabet Inc. Earnings Call Key Highlights: 📈 Strong Financial Performance Across Core Businesses Alphabet reported Q2 2025 consolidated revenue of $XXXX billion, up XX% YoY (13% in constant currency), led by double-digit growth in Search, YouTube, subscriptions, devices, and Google Cloud. Operating income rose XX% to $XXXX billion, while net income climbed XX% to $XXXX billion; EPS reached $2.31, a XX% increase. Operating margin was 32.4%, benefiting from strong revenue growth and expense efficiency, partially offset by a $XXX billion legal charge. Free cash flow for the quarter was $XXX billion and $XXXX billion on a trailing 12-month basis; Alphabet ended the quarter with $XX billion in cash and marketable securities. ☁️ Google Cloud Momentum and Profitability Expansion Google Cloud revenue increased XX% YoY to $XXXX billion, driven by strong demand for AI and core cloud products; Workspace growth was supported by higher average revenue per seat and more seats. Operating income for Cloud grew to $XXX billion, with margins expanding from XXXX% to 20.7%, despite increased infrastructure costs and depreciation. Cloud backlog surged XX% YoY and XX% sequentially to $XXX billion, reflecting multiple $1B+ deals in the first half of 2025. Alphabet increased its FY25 CapEx guidance to $XX billion (from $XX billion), primarily to support cloud growth, with further increases anticipated in 2026. 🧠 AI Advancements Across Infrastructure, Models, and Products Alphabet processed over XXX trillion tokens monthly as of July, more than doubling from May; Gemini app reached XXX million MAUs with daily requests up XX% QoQ. Gemini XXX family, including “Flashlight” and multimodal models, powers Search, Workspace, and YouTube; X million developers have built with Gemini to date. The video generation model “VOI” generated 70M videos since May; integration with Google Photos allows photo-to-video transformation, now rolling out globally. Google launched advanced AI search features including AI Overviews, AI Mode, and Deep Search; AI Overviews are now shown for over XX% of global queries where available. 🔍 Search Growth Accelerated by AI Features Google Search revenue grew XX% to $XXXX billion, led by retail and financial services; AI enhancements are driving increased query volume, especially among younger users. AI Mode has over XXX million MAUs in the U.S. and India; multimodal search through tools like Lens and Circle to Search continues expanding across 300M+ Android devices. AI Overviews are increasing global query volume and are now backed by Gemini 2.5, which enables the fastest AI responses in the industry. Search engagement is rising as AI tools allow users to ask more complex and personalized questions, strengthening Google's core ad platform. 📺 YouTube Sees Continued Growth in Ads, Subscriptions, and Shorts YouTube ad revenue rose XX% YoY to $XXX billion, led by direct response ads, while subscription revenue growth was driven by YouTube Premium, Music, and TV. Shorts viewership averaged over XXX billion daily views; AI-powered tools improved recommendations, targeting, and ad creative. YouTube Premium Lite expanded to XX new countries, and creator monetization strengthened with new AI tools and branded partnerships. CTV watch time reached a record high, with YouTube holding the #1 position in U.S. streaming for over two years, now at XXXX% of total TV viewing.  XXX engagements  **Related Topics** [googl](/topic/googl) [eps](/topic/eps) [youtube](/topic/youtube) [currency](/topic/currency) [quarterly earnings](/topic/quarterly-earnings) [$googl](/topic/$googl) [stocks communication services](/topic/stocks-communication-services) [Post Link](https://x.com/LongYield/status/1948155065656594770)
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LongYield @LongYield on x 4484 followers
Created: 2025-07-23 22:55:37 UTC
$GOOGL Alphabet Inc. Earnings Call Key Highlights:
📈 Strong Financial Performance Across Core Businesses
Alphabet reported Q2 2025 consolidated revenue of $XXXX billion, up XX% YoY (13% in constant currency), led by double-digit growth in Search, YouTube, subscriptions, devices, and Google Cloud.
Operating income rose XX% to $XXXX billion, while net income climbed XX% to $XXXX billion; EPS reached $2.31, a XX% increase.
Operating margin was 32.4%, benefiting from strong revenue growth and expense efficiency, partially offset by a $XXX billion legal charge.
Free cash flow for the quarter was $XXX billion and $XXXX billion on a trailing 12-month basis; Alphabet ended the quarter with $XX billion in cash and marketable securities.
☁️ Google Cloud Momentum and Profitability Expansion
Google Cloud revenue increased XX% YoY to $XXXX billion, driven by strong demand for AI and core cloud products; Workspace growth was supported by higher average revenue per seat and more seats.
Operating income for Cloud grew to $XXX billion, with margins expanding from XXXX% to 20.7%, despite increased infrastructure costs and depreciation.
Cloud backlog surged XX% YoY and XX% sequentially to $XXX billion, reflecting multiple $1B+ deals in the first half of 2025.
Alphabet increased its FY25 CapEx guidance to $XX billion (from $XX billion), primarily to support cloud growth, with further increases anticipated in 2026.
🧠 AI Advancements Across Infrastructure, Models, and Products
Alphabet processed over XXX trillion tokens monthly as of July, more than doubling from May; Gemini app reached XXX million MAUs with daily requests up XX% QoQ.
Gemini XXX family, including “Flashlight” and multimodal models, powers Search, Workspace, and YouTube; X million developers have built with Gemini to date.
The video generation model “VOI” generated 70M videos since May; integration with Google Photos allows photo-to-video transformation, now rolling out globally.
Google launched advanced AI search features including AI Overviews, AI Mode, and Deep Search; AI Overviews are now shown for over XX% of global queries where available.
🔍 Search Growth Accelerated by AI Features
Google Search revenue grew XX% to $XXXX billion, led by retail and financial services; AI enhancements are driving increased query volume, especially among younger users.
AI Mode has over XXX million MAUs in the U.S. and India; multimodal search through tools like Lens and Circle to Search continues expanding across 300M+ Android devices.
AI Overviews are increasing global query volume and are now backed by Gemini 2.5, which enables the fastest AI responses in the industry.
Search engagement is rising as AI tools allow users to ask more complex and personalized questions, strengthening Google's core ad platform.
📺 YouTube Sees Continued Growth in Ads, Subscriptions, and Shorts
YouTube ad revenue rose XX% YoY to $XXX billion, led by direct response ads, while subscription revenue growth was driven by YouTube Premium, Music, and TV.
Shorts viewership averaged over XXX billion daily views; AI-powered tools improved recommendations, targeting, and ad creative.
YouTube Premium Lite expanded to XX new countries, and creator monetization strengthened with new AI tools and branded partnerships.
CTV watch time reached a record high, with YouTube holding the #1 position in U.S. streaming for over two years, now at XXXX% of total TV viewing.
XXX engagements
Related Topics googl eps youtube currency quarterly earnings $googl stocks communication services