📅 Recorded: April 24, 2025📄 Sources: Alphabet Q1 2025 Earnings Release, Slides, and Call TranscriptIn this episode, we break down Alphabet’s impressive Q1 2025 results, powered by surging AI adoption and Cloud momentum:📈 Financial Highlights• Revenue: $90.2B (+12% YoY)• Net Income: $34.5B (+46% YoY)• EPS: $2.81 vs $1.89• Google Cloud revenue up 28% YoY with strong profitability🤖 AI at the Core• Gemini 2.5 rollout powers products like Search, YouTube, and Ads• AI now integrated into all 15 Google products with 500M+ users• Cloud AI offerings (Vertex AI, foundation models) in high demand☁️ Google Cloud Profit Surge• Cloud operating income rose to $2.2B from $900M YoY• Tight demand/supply signals strong enterprise demand• Acquisition of Wiz strengthens Cloud security stack🎬 YouTube & Subscriptions• Surpassed 270M paid subs across YouTube & Google One• YouTube Premium & Music hit 125M+ subs globally• Shorts engagement and monetization gaining traction💰 Shareholder Rewards• Dividend raised to $0.21 (+5%)• $70B in new share buyback authorization• Ended Q1 with $95B in cash🔮 Outlook & Considerations• Capex to rise from $55B to $75B in 2025, boosting AI infra• Anticipated ad headwinds in financial services & APAC• Continued focus on efficiency, team streamlining, and productivityTune in for deep insights into how Google is shaping the future of AI, cloud, and digital platforms — while delivering strong returns to shareholders.#Alphabet #Google #Earnings #AI #Cloud #Gemini #InvestingPodcast

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