Transcripts

Alphabet (GOOGL) earnings call transcripts

Earnings call transcripts for Alphabet Inc. (Class A), with a summary, the guidance given, and what analysts pressed on.

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  • Q2 2026 earnings call

    Management framed AI demand as increasingly attractive, with supply constraints driving investment despite near-term cloud margin pressure.

    Jul 22, 2026Confident0.78
  • Q1 2026 earnings call

    Management portrayed AI demand as broad and monetizable, while acknowledging compute constraints and leaving 2027 investment and AI deal economics unquantified.

    Apr 29, 2026Confident0.86