Alphabet Inc. (GOOGL) Earnings Call Summary — June 2026 quarter
Alphabet is Google's parent — Search, YouTube, Android, Gmail, the Google Cloud, and the Gemini AI models.
Alphabet Inc. (GOOGL) reported its June 2026 quarter results on July 22, 2026. Earnings per share came in at $9.11 against a $2.87 consensus; the two figures are reported on different bases, so no beat or miss is claimed. Revenue of $119.80B landed above the $116.53B estimate. GOOGL has beaten consensus EPS in 4 of its last 4 scored quarters. Highlights from management's remarks on the call are below.
Key highlights from the call
Operator: “Thank you for standing by for the Alphabet Second Quarter 2026 Earnings Conference Call.”
CEO: “We saw 17% revenue growth in Search and Other and YouTube ads grew 13%.”
President & Chief Business Officer: “Google Services revenues were $95 billion for the quarter, up 15% year-on-year, primarily driven by Search.”
CFO: “I'll end with some commentary on our outlook for the third quarter and full year 2026.”
Analyst (Morgan Stanley): “And then Anat, you talked quite a bit about supply capacity constraints.”