The Investor Edge

EP#009 GOOGL 2025 Q4 Analysis


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🚨 $GOOGL Deep Dive

Alphabet just made history as the first company to hit $400B in annual revenue, but a $185B "Cap-Ex Bombshell" for 2026 has sent shockwaves through the market. Are they building a golden moat or walking into a capital expenditure trap?


📊 WHAT WE COVER:✅ Google Cloud’s explosive 48% growth and surging 30.1% margins ✅ Why Search grew 17% to $63B despite rising AI competition 🚩 The "Efficiency Myth": Physical costs and depreciation are skyrocketing 🚩 The "Cap-Ex Trap": Why free cash flow dropped despite record sales 📈 Technical levels to watch: Support at $328 vs. Resistance at $344


📊 KEY DATA:• Q4 Revenue: $113.83B (18% YoY increase) • 2026 Cap-Ex Plan: Up to $185B • Google Cloud Growth: 48% ($17.66B) • Operating Margin: 31.6% (down from 32.1%) • GAAP Net Income: $34.46B vs. $42B Adjusted


⚠️ DISCLAIMER:Educational content only. Not financial advice. Consult a licensed financial advisor before investing.


📧 Contact: [email protected]

$GOOGL #Alphabet #StockAnalysis #Investing #EarningsAnalysis #BigTech #Google #CloudComputing #AI


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The Investor EdgeBy Opal Financial LLC