👑 Google’s $94B Quarter: Can the Ad King Survive the AI Coup?
Ad revenue is booming, cloud’s climbing, and AI’s exploding — but Alphabet’s search monopoly is under threat, and Wednesday’s earnings could shake Big Tech to its core.
Alphabet ($GOOGL) reports Q2 earnings Wednesday after the bell, and while the tech giant is still the undisputed king of online ads, the market’s asking a new question:
Is Google about to eat itself with AI?
With the Nasdaq at record highs and AI spending hitting hyperspeed, Big Tech earnings have become a macro event — and Alphabet’s print will be a barometer for:
💸 Ad market health
☁️ Cloud growth amid budget tightening
🤖 Whether AI is really making money—or just burning it
This isn’t just another earnings call. It’s a pulse check on consumer demand, enterprise spend, and the tech rally’s staying power.
Let’s decode it all 👇
🧾 Q2 Snapshot:
💵 EPS: $2.17 expected (↑ +14.8% YoY)
📈 Revenue: $93.86B (↑ +11% YoY)
🔍 Search + Ads: $52.8B est. (↑ +9%)
☁️ Cloud: $13.11B (↑ +26%)
📉 YTD Stock: -2% (while $NVDA, $META ripped)
Why it matters:
Big Tech is powering the S&P 500’s rally in 2025 — but Google’s underperformance is a red flag. If this earnings report disappoints? We could see profit-taking ripple across markets.
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