Google (GOOGL) official guidance
Google (GOOGL) official earnings guidance and management outlook. Each figure management stated is shown with its revisions and the source quote.
See the full Filings Intelligence suiteGOOGLAlphabet Inc.FY2028+ · ends 2028-12-31
1 metric1 newearnings call · 2026-07-23 04:01:27 UTC
2026-07-23 04:01:27 UTC50%new
The majority of the backlog is related to typical GCP contracts for a broad mix of customers, and we expect to recognize just over 50% of the total backlog as revenue over the next 24 months.
GOOGL · transcript · Q2 FY2026
2026-07-23 04:00:00 UTCOpen source
GOOGLAlphabet Inc.FY2026 · ends 2026-12-31
1 metric1 raisedearnings call · 2026-07-23 04:01:27 UTC
2026-07-23 04:01:27 UTC$195B – $205Braised +8.1%113.2% – 124.2% vs FY2025
We are updating our full year 2026 CapEx guidance range to $195 billion to $205 billion. up from our previous estimate of $180 billion to $190 billion.
GOOGL · transcript · Q2 FY2026
2026-07-23 04:00:00 UTCOpen source
2026-04-30 04:01:09 UTC$180B – $190Braised +2.8%96.8% – 107.8% vs FY2025
We are updating our full year 2026 CapEx guidance range to $180 billion to $190 billion, up from our previous estimate of $175 billion to $185 billion to now include investment related to the acquisition of Intersect, which closed in March.
GOOGL · transcript · Q1 FY2026
2026-04-30 04:00:00 UTCOpen source
2026-02-05 05:00:59 UTC$175B – $185Bmaintained91.4% – 102.3% vs FY2025
For the full year 2026, we expect CapEx to be in the range of $175 billion to $185 billion with investments ramping over the course of the year.
GOOGL · transcript · Q4 FY2025
2026-02-05 05:00:00 UTCOpen source
2026-02-04 21:02:03 UTC$175B – $185B
We’re seeing our AI investments and infrastructure drive revenue and growth across the board. To meet customer demand and capitalize on the growing opportunities we have ahead of us, our 2026 CapEx investments are anticipated to be in the range of $175 to $185 billion.
GOOGL · EX-99.1 · Q4 FY2025
2026-02-04 21:01:37 UTCOpen source
2025-10-30 04:00:56 UTCa significant increase in CapExnew
Looking out to 2026, we expect a significant increase in CapEx, and we'll provide more detail on our fourth quarter earnings call.
GOOGL · transcript · Q3 FY2025
2025-10-30 04:00:00 UTCOpen source
GOOGLAlphabet Inc.FY2027 · ends 2027-12-31
1 metricearnings call · 2026-07-23 04:01:27 UTC
2026-07-23 04:01:27 UTCincrease significantly
As we previously shared, we continue to expect our CapEx to increase significantly in 2027 and we'll provide more details at a later dates.
GOOGL · transcript · Q2 FY2026
2026-07-23 04:00:00 UTCOpen source
2026-04-30 04:01:09 UTCsignificantly increase compared to 2026new
And as a result, we expect our 2027 CapEx to significantly increase compared to 2026.
GOOGL · transcript · Q1 FY2026
2026-04-30 04:00:00 UTCOpen source
GOOGLAlphabet Inc.H4 FY2026 · ends 2026-12-31
2 metrics2 newearnings call · 2026-07-23 04:01:27 UTC
2026-07-23 04:01:27 UTChigher depreciation expensenew
In terms of expenses, the significant increase in our investments in technical infrastructure will continue to put pressure on the P&L in the form of higher depreciation expense and related data center operations costs such as energy.
GOOGL · transcript · Q2 FY2026
2026-07-23 04:00:00 UTCOpen source
2026-07-23 04:01:27 UTCremain under pressurenew
And finally, we expect the free cash flow will remain under pressure, driven by our investments in technical infrastructure which enables us to capitalize on the AI opportunity and continue to drive attractive returns.
GOOGL · transcript · Q2 FY2026
2026-07-23 04:00:00 UTCOpen source
GOOGLAlphabet Inc.Q3 FY2026 · ends 2026-09-30
2 metrics2 newearnings call · 2026-07-23 04:01:27 UTC
2026-07-23 04:01:27 UTCa slight FX headwindnew
at the current spot rates, we would expect a slight FX headwind to our consolidated revenue in Q3 compared to a 1 percentage point FX tailwind in Q2.
GOOGL · transcript · Q2 FY2026
2026-07-23 04:00:00 UTCOpen source
2026-07-23 04:01:27 UTCmodest margin pressure in the near termnew
However, it will create modest margin pressure in the near term as we utilize this capacity.
GOOGL · transcript · Q2 FY2026
2026-07-23 04:00:00 UTCOpen source
GOOGLAlphabet Inc.FY2026 · ends 2026-12-31
1 metric1 newearnings call · 2026-07-23 04:01:27 UTC
2026-07-23 04:01:27 UTCa relatively small portionnew
We continue to expect to recognize a relatively small portion of the revenues from our existing TPU system sales agreements this year, ramping as we exit 2026.
GOOGL · transcript · Q2 FY2026
2026-07-23 04:00:00 UTCOpen source
GOOGLAlphabet Inc.FY2027 · ends 2027-12-31
1 metricearnings call · 2026-07-23 04:01:27 UTC
2026-07-23 04:01:27 UTCthe vast majority
We anticipate the vast majority of the revenues from these agreements will be realized in 2027.
GOOGL · transcript · Q2 FY2026
2026-07-23 04:00:00 UTCOpen source
2026-04-30 04:01:09 UTCthe vast majoritynew
We expect to begin recognizing a small percent of the revenues from these agreements later this year with the vast majority of revenues to be realized in 2027.
GOOGL · transcript · Q1 FY2026
2026-04-30 04:00:00 UTCOpen source
GOOGLAlphabet Inc.Q2 FY2026 · ends 2026-06-30
1 metric1 newearnings call · 2026-04-30 04:01:09 UTC
2026-04-30 04:01:09 UTC1%new
At current spot rates, we would expect to see an FX tailwind of approximately 1 percentage point to our consolidated revenue in Q2 compared to a 3 percentage point FX tailwinds in the first quarter.
GOOGL · transcript · Q1 FY2026
2026-04-30 04:00:00 UTCOpen source
GOOGLAlphabet Inc.FY2026
1 metric1 newearnings call · 2026-04-30 04:01:09 UTC
2026-04-30 04:01:09 UTCa small percentnew
We expect to begin recognizing a small percent of the revenues from these agreements later this year with the vast majority of revenues to be realized in 2027.
GOOGL · transcript · Q1 FY2026
2026-04-30 04:00:00 UTCOpen source
GOOGLAlphabet Inc.FY2026 · ends 2026-12-31
1 metric1 newearnings call · 2026-02-05 05:00:59 UTC
2026-02-05 05:00:59 UTCmeaningfully increasenew
Given the increase in our CapEx investments in recent years, we expect the growth rate in 2026 depreciation to accelerate in Q1 and meaningfully increase for the full year.
GOOGL · transcript · Q4 FY2025
2026-02-05 05:00:00 UTCOpen source
GOOGLAlphabet Inc.FY2025 · ends 2025-12-31
1 metric1 maintainedearnings call · 2025-10-30 04:00:56 UTC
2025-10-30 04:00:56 UTC$91B – $93Bmaintained73.2% – 77% vs FY2024
We now expect CapEx to be in the range of $91 billion to $93 billion in 2025, up from our previous estimate of $85 billion, keeping in mind that the timing of cash payments can cause variability in the reported CapEx number.
GOOGL · transcript · Q3 FY2025
2025-10-30 04:00:00 UTCOpen source
2025-10-29 20:02:11 UTC$91B – $93Bnew73.2% – 77% vs FY2024
With the growth across our business and demand from Cloud customers, we now expect 2025 capital expenditures to be in a range of $91 billion to $93 billion.
GOOGL · EX-99.1 · Q3 FY2025
2025-10-29 20:01:48 UTCOpen source
GOOGLAlphabet Inc.Q4 FY2025 · ends 2025-12-31
1 metric1 newearnings call · 2025-10-30 04:00:56 UTC
2025-10-30 04:00:56 UTCaccelerate slightlynew
Given the overall increase in CapEx investments, we expect the growth rate in depreciation to accelerate slightly in Q4.
GOOGL · transcript · Q3 FY2025
2025-10-30 04:00:00 UTCOpen source