February 6th news, yesterdayGoogleparent company Alphabet Publication of financial statements for the fourth quarter of 2025 and for the entire year, showing overall excesses of income and profits。
At the same time, Alphabet has significantly increased capital spending this year to between 175 billion and 1850 billion dollars, almost twice as much as last year, making it the most radical of the current global technology giants AI One of the capital investors。
Alphabet received $113,828 million in the fourth quarter, an increase of 181 TP3T over the same period; the net profit was $34,455 million, an increase of 301 TP3T over the same period. For the first time in the year 2025, the first breakthrough was $40 billion, reaching $40,2836 million, with a net profit of $132,170 million。
Alphabet stressed in the financial paper that the company was at a critical stage of AI infrastructure expansion。This year ' s capital expenditure is expected to reach between $175.0 billion and $18.5 billion, well above the market ' s general expectations of about $120 billion。
THE FOCUS OF EXPENDITURE INCLUDED EXPANSION OF DATA CENTRES, PROCUREMENT OF HIGH-PERFORMANCE CHIPS (E.G. TPU) AND UPGRADING OF ENERGY INFRASTRUCTURE. CEO PICHAI STATES THAT THE COMPANY IS STILL IN A “SUPPLY-RESTRICTED” STATE WITH REGARD TO AI TRAINING AND REASONING, AND THAT THE NEW CALCULUS IS RAPIDLY DEPLETED EVEN IF IT IS ONLINE。
Google Clouds became the strongest in the quarter, with an increase in income from 48% to 17664 million United States dollars in the fourth quarter over the same period, exceeding Microsoft Azure, the fastest in nearly four years. The scale of outstanding orders for cloud operations increased by 551 TP3T to $240 billion over the quarter。
Gemini ecology continues to expand. Gemini App has more than 750 million active monthly users, an increase of 100 million over the previous quarter。
According to Pichai, the unit cost of Gemini services decreased by 781 TP3T over the past year through model optimization and increased utilization of power. The launch of Gemini 3 was considered an important milestone and has been further integrated into core operations such as search, cloud and advertising。
Advertising has been growing steadily. Google Search and other revenue increased by 171 TP3T over the same year, YouTube advertising by 91 TP3T over the same year, and YouTube's total annual income exceeded $60 billion. The management noted that AI had improved the understanding of user intentions and had significantly enhanced the ability of advertising to perform complex search scenarios。
Other highlights of the financial statements can be found below:
(a) Business profits of $35.9 billion in the fourth quarter, with an operating profit margin of 31.6%, which includes a one-time remuneration cost of $2.1 billion for Waymo; profit margins will be higher than market expectations after graduation
R & D COSTS HAVE INCREASED BY 421 TP3T FROM YEAR TO YEAR, DRIVEN MAINLY BY AI-RELATED INPUTS
(a) Other bets (other Bets) earned $370 million, a decrease of 7.5% from the same year; Waymo suffered overall profits as a result of financing that resulted in the inclusion of $2.1 billion in equity remuneration costs
THE COST OF ACCESS TO TRAFFIC (TAC) WAS US$ 165.97 BILLION, AN INCREASE OF 121 TP3T OVER THE SAME PERIOD
GOOGLE SERVICES REVENUE OF $95,862 MILLION, AN INCREASE OF 141 TP3T OVER THE SAME YEAR, REMAINS THE COMPANY ' S MAIN SOURCE OF INCOME
YouTube advertising revenues amounted to $11.83 billion, representing an increase of 9% over the same period; subscriptions and advertising combined exceeded annual revenues by $60 billion
GOOGLE’S ANNUAL COLLECTION HAS EXCEEDED $70 BILLION, AND AI’S DEMAND DRIVES THE GROWTH OF LARGE BUSINESS ORDERS
Gemini has increased the penetration of the business market, and 951 TP3T of the world's top 20 SaaS uses Gemini technology。