Alphabet (GOOG) Q4 Earnings: AI Investments, Cloud Growth, and Regulatory Risks in Focus
Key Points:
* Alphabet (GOOG) to announce fourth-quarter results after market close on Tuesday.
* Investors anticipate updates on AI investments, digital ad market performance, and cloud growth.
* Meta's strong earnings last week set high expectations for Alphabet.
* DeepSeek's AI models challenge Silicon Valley's AI hardware investments.
* Alphabet projected to report EPS of $2.13 and revenue of $96.6 billion.
* Advertising revenue expected to reach $71.7 billion, with Google Cloud revenue hitting $12.1 billion.
* Cloud growth crucial amidst competition with Amazon and Microsoft.
* Regulatory risks remain, including a potential breakup due to antitrust concerns.
* Trump's policies and TikTok advocacy may impact Google's legal and business outlook.
* Alphabet shares outperform Amazon and Microsoft over the past year.