Keyword → Gemini

Alphabet Q2 2026 Earnings Preview: $116.8B Revenue and $2.89 EPS Expected — Google Cloud $460B Backlog Is the Real Test

Alphabet reports Q2 2026 earnings after today's close, with analysts projecting revenue of roughly $116.8 billion, up 21% year-over-year, and EPS near $2.89. Google Cloud is the pivotal metric: GCP revenue is expected at $22.4 billion, up 64%, with a remaining performance obligation backlog near $488 billion. Alphabet has beaten estimates for several straight quarters, raising the bar, while a Gemini 3.5 Pro delay report and $180–$190 billion in 2026 capex have tested investor patience.

Alphabet Q2 2026 Earnings Set for July 22 — $116.8B Revenue and 63% Cloud Growth Expected as $190B Capex Bet Faces Scrutiny

Alphabet reports Q2 2026 results after the close on July 22, with consensus projecting revenue of $116.8 billion, up 21% year-over-year, and EPS of $2.87 to $2.95. Google Cloud is expected to sustain roughly 63% growth after posting a record $20 billion and $462 billion backlog in Q1. The central question is whether $180 to $190 billion in capital expenditure for 2026 — plus a planned further increase in 2027 — is translating to sustainable free cash flow growth or compressing returns.

Alphabet and Tesla Face $6 Trillion AI Earnings Test Wednesday — Gemini 3.5 Pro Delay and Cybercab Ramp in Focus

Alphabet and Tesla report Q2 2026 earnings after Wednesday's close, forming the week's highest-stakes binary event for markets. Alphabet faces scrutiny over a reported Gemini 3.5 Pro delay and AI capex payoff, with consensus at $116.8 billion in revenue and 26% EPS growth year-over-year. Tesla is forecast to post 25% profit growth following record Q2 deliveries, while investors probe Cybercab ramp timing and a new three-row Model Y launch. IBM full results also land Tuesday.

Alphabet Loses $200B in Market Cap After Gemini 3.5 Pro Falls Months Behind Schedule — GOOGL Closes Down 4.4% at $354

Alphabet shares fell 4.4% to close at $354.46, erasing roughly $200 billion in market capitalization, after Bloomberg reported that Gemini 3.5 Pro — Google's most powerful AI model — is months behind its original June 2026 release schedule due to coding benchmark failures. Engineers and managers expressed concern that Google risks ceding ground to OpenAI and Anthropic. Alphabet reports Q2 earnings on July 22, making next Wednesday's call the next critical checkpoint for an AI roadmap update.

Alphabet Dips 0.4% to $362.26 as Gemini Co-Lead Noam Shazeer Departs for OpenAI — Google Once Paid $2.7B to Bring Him Back

Alphabet shares slipped 0.4% to $362.26 in premarket trading after Noam Shazeer, the Gemini AI co-lead credited with closing the gap on ChatGPT, announced he is leaving Google to join rival OpenAI. Google reportedly paid $2.7 billion less than two years ago to bring Shazeer and his Character.AI team back into the fold, making his exit a fresh test of the company's ability to retain top AI talent. The move comes as Alphabet raised its planned equity sales to $84.75 billion.