Revenue $119.8B Q2-2026 | SEC structured data Source detail Hide detail Capital expenditures $44.9B Q2-2026 | SEC structured data Source detail Hide detail Net income $112.2B Q2-2026 | SEC structured data Source detail Hide detail Source-reviewed points 14 Latest: Capex guidance (stated) Source detail Hide detail Capex guidance (stated) | 2026-07-22 statement: $200B
Cloud/AI segment revenue | Q2-2026: $24.8B
Capex guidance (stated) | 2026-06-03 statement: $185B
Cloud/AI segment revenue | Q1-2026: $20B
Capex guidance (stated) | 2026-02-04 statement: $180B
Cloud/AI segment revenue | Q4-2025: $17.7B
Capex guidance (stated) | 2025-10-29 statement: $92B
Cloud/AI segment revenue | Q3-2025: $15.2B
Capex guidance (stated) | 2025-07-23 statement: $85B
Cloud/AI segment revenue | Q2-2025: $13.6B
SEC structured data
SEC Structured Data Trend Charts Points render directly from data.sec.gov company-facts provenance and carry the filing tag used for extraction.
Revenue Alphabet (Google Cloud) Revenue $119.8B $0 Q1-2019 Q2-2026 $119.8B Source trail for rendered points Revenue · Q1-2019: $36.3B
Revenue · Q1-2020: $41.2B
Revenue · Q2-2020: $38.3B
Revenue · Q1-2021: $55.3B
Revenue · Q2-2021: $61.9B
Revenue · Q2-2024: $84.7B
Revenue · Q3-2024: $88.3B
Revenue · Q1-2025: $90.2B
Revenue · Q2-2025: $96.4B
Revenue · Q3-2025: $102.3B
Revenue · Q1-2026: $109.9B
Revenue · Q2-2026: $119.8B
Capital expenditures Alphabet (Google Cloud) Capital expenditures $44.9B $0 Q3-2021 Q2-2026 $44.9B Source trail for rendered points Capital expenditures · Q3-2021: $6.8B
Capital expenditures · Q1-2022: $9.8B
Capital expenditures · Q3-2022: $7.3B
Capital expenditures · Q4-2022: $10.3B
Capital expenditures · Q1-2023: $6.3B
Capital expenditures · Q2-2023: $6.9B
Capital expenditures · Q3-2023: $8.1B
Capital expenditures · Q1-2024: $12B
Capital expenditures · Q1-2025: $17.2B
Capital expenditures · Q3-2025: $24B
Capital expenditures · Q1-2026: $35.7B
Capital expenditures · Q2-2026: $44.9B
Net income Alphabet (Google Cloud) Net income $112.2B $0 Q2-2023 Q2-2026 $112.2B Source trail for rendered points Net income · Q2-2023: $18.4B
Net income · Q3-2023: $19.7B
Net income · Q4-2023: $27.4B
Net income · Q1-2024: $23.7B
Net income · Q2-2024: $23.6B
Net income · Q3-2024: $26.3B
Net income · Q1-2025: $34.5B
Net income · Q2-2025: $28.2B
Net income · Q3-2025: $35B
Net income · Q4-2025: $49.9B
Net income · Q1-2026: $62.6B
Net income · Q2-2026: $112.2B
Source-reviewed history
Source-Reviewed Operating Series
Cloud/AI segment revenue Is AI revenue scaling with AI capex — the payback question.
Alphabet (Google Cloud) Cloud/AI segment revenue $24.8B $0 Q3-2024 Q2-2026 $24.8B
Period Measure Value Q3-2024 Cloud Segment Revenue $11.4B Q4-2024 Cloud Segment Revenue $12B Q1-2025 Cloud Segment Revenue $12.3B Q2-2025 Cloud Segment Revenue $13.6B Q3-2025 Cloud Segment Revenue $15.2B Q4-2025 Cloud Segment Revenue $17.7B Q1-2026 Cloud Segment Revenue $20B Q2-2026 Cloud Segment Revenue $24.8B
Source trail for rendered points Cloud Segment Revenue · Q3-2024: $11.4B
Quote “Google Cloud 8,411 11,353 Other Bets 297 388 Hedging gains (losses) (1) 17 Total revenues $ 76,693 $ 88,268” Cloud Segment Revenue · Q4-2024: $12B
Quote “Google Cloud 9,192 11,955 Other Bets 657 400 Hedging gains (losses) 150 20 Total revenues $ 86,310 $ 96,469” Cloud Segment Revenue · Q1-2025: $12.3B
Quote “Google Cloud 9,574 12,260 Other Bets 495 450 Hedging gains (losses) 72 260 Total revenues $ 80,539 $ 90,234” Cloud Segment Revenue · Q2-2025: $13.6B
Quote “Google Cloud 10,347 13,624 Other Bets 365 373 Hedging gains (losses) 102 (112) Total revenues $ 84,742 $ 96,428” Cloud Segment Revenue · Q3-2025: $15.2B
Quote “Google Cloud 11,353 15,157 Other Bets 388 344 Hedging gains (losses) 17 (207) Total revenues $ 88,268 $ 102,346” Cloud Segment Revenue · Q4-2025: $17.7B
Quote “Google Cloud 11,955 17,664 Other Bets 400 370 Hedging gains (losses) 20 (68) Total revenues $ 96,469 $ 113,828” Cloud Segment Revenue · Q1-2026: $20B
Quote “Google Cloud 12,260 20,028 Other Bets 450 411 Hedging gains (losses) 260 (180) Total revenues $ 90,234 $ 109,896” Cloud Segment Revenue · Q2-2026: $24.8B
Quote “Google Cloud 13,624 24,768 Other Bets 373 382 Hedging gains (losses) (112) 106 Total revenues $ 96,428 $ 119,796”
Capex guidance (stated) Guidance revisions are the sector's leading indicator.
Alphabet (Google Cloud) Capex guidance (stated) $200B $0 2025-02-04 statement 2026-07-22 statement $200B
Period Measure Value 2025-02-04 statement Capex Guidance $75B 2025-07-23 statement Capex Guidance $85B 2025-10-29 statement Capex Guidance $92B 2026-02-04 statement Capex Guidance $180B 2026-06-03 statement Capex Guidance $185B 2026-07-22 statement Capex Guidance $200B
Source trail for rendered points Capex Guidance · 2025-02-04 statement: $75B
Quote “We are confident about the opportunities ahead, and to accelerate our progress, we expect to invest approximately $75 billion in capital expenditures in 2025.” Capex Guidance · 2025-07-23 statement: $85B
Quote “Moving to investments, given the strong demand for our Cloud products and services, we now expect to invest approximately $85 billion in CapEx in 2025, up from a previous estimate of $75 billion.” Capex Guidance · 2025-10-29 statement: $92B
Quote “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.” Capex Guidance · 2026-02-04 statement: $180B
Quote “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.” Capex Guidance · 2026-06-03 statement: $185B
Quote “This year, we expect that number to be six times larger than 2022 and double last year's at $180-190 billion.” Capex Guidance · 2026-07-22 statement: $200B
Quote “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.” Current source layer
Current Source-Backed Data No current-period source-backed data for this entity.
Source-backed timeline
Entity Signals Feed No source-backed current-period signals in this feed.
Honest gaps
Excluded and Undisclosed Items Rejected items exist in the audited workflow when source, quote, or period checks fail; they are excluded from every displayed chart and table.
