Fast Money Blog- 7/25/25
The big news on Wall Street this week was the earnings release for Alphabet, Inc. (GOOG).
On Wednesday, July 23rd, GOOG reported strong Q2 2025 earnings with top-line revenue of $96.4 billion, up 14% year-over-year. It's important to note, the company’s CEO pointed to AI as a key growth catalyst for its various products.
Here’s what you need to know:
Overall Google Services revenues for the quarter, which includes Google Search and YouTube ads, increased 12% from last year to $82.5 billion, with YouTube ad sales up 13.8% year-over-year to $9.8 billion.
Cloud revenue climbed 32% to $13.6 billion and the company said it now expects to spend about $10 million more in capital expenditures this year to meet customer demand for Google Cloud.
While I still favor Oracle over Google in the cloud space, I think Google stock represents a solid hold.
Tyrone Jackson, The Wealthy Investor