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Alphabet Reports Strong Quarter on AI Gains; Shares Climb
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July 23, 2025
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11:38Now PlayingBrent Thill, Jefferies senior technology research analyst, and Bloomberg's Mandeep Singh break down Alphabet's 2nd quarter earnings as the tech giant reported strong sales and boosted capex. However, some concerns persist as Google tries to stay in the AI race.
Alphabet Inc. reported strong second-quarter revenue growth but said 2025 capital expenditures will be $10 billion greater than an earlier forecast, intensifying pressure on the company to justify investments it’s making to keep up in the AI race.
Second-quarter sales, excluding partner payouts, climbed to $81.7 billion, Google’s parent company said Wednesday in a statement. Analysts had projected $79.6 billion on average, according to data compiled by Bloomberg. The search giant boosted its target for capital expenditures this year to $85 billion, compared with the $75 billion plan previously disclosed.
Google’s core search advertising business and growing cloud computing services have become engines to support its heavy spending on AI. The company is racing alongside Microsoft Corp., OpenAI, Meta Platforms Inc. and others to bring AI products to market faster, from new modes of search to tools for cloud computing customers.
Chief Executive Officer Sundar Pichai said robust demand for cloud products and services justify the higher capital spending, and the company said it expects further increases in 2026, but didn’t give a specific forecast.
“We are seeing significant demand for our comprehensive AI product portfolio,” Pichai said on a conference call following the report. “Our AI infrastructure investments are crucial to meeting the growth in demand from cloud customers.”
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