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Alphabet Announces First Quarter 2026 Results
- deleted 6mo ago[deleted]
- Centigonal 6mo agocrazy work from whoever at Alphabet is in charge of selecting domain names for their sites.
- jvolkman 6mo agoThat's been Alphabet's site since the restructuring happened back in 2015. The site has barely changed in a decade.
- breppp 6mo agofrom doc.new to blog.google, they are on top of that
- Imustaskforhelp 6mo agoAlso they have got some cool ipv4 range like 8.8.8.8 too (Edit I had confused it earlier with 1.1.1.1 which is from cloudflare)
- utopcell 6mo agoAfter all these years, I still think that this was a wasted opportunity on Google's side. As is well-known, Google (Googol) is a constant: 10^100. Instead of Alphabet, they should have named the umbrella company AlephBet [1] with a tag line: "we stopped thinking in constants". [1] https://en.wikipedia.org/wiki/Aleph_number https://en.wikipedia.org/wiki/Aleph_number
- ortusdux 6mo agoTheir stock is up 7% after hours.
- adverbly 6mo ago22% YoY revenue increase. Doing something right. Maybe mass layoffs like Oracle/Meta/Amazon are doing isn't actually a good way to grow a company after all!
- eykanal 6mo agoGoogle was one of the earlier companies to do mass layoffs, back in 2023: https://www.cnbc.com/2023/01/20/google-to-lay-off-12000-people-memo-from-ceo-sundar-pichai-says.html https://www.cnbc.com/2023/01/20/google-to-lay-off-12000-peop...
- amazingamazing 6mo agoAFAIK this is literally the only time google has laid more than a few thousand off at once
- spwa4 6mo agoOnly if you count a single day. If you count yearly Google has not stopped layoffs of "more than a few thousand" since 2023. And I bet some months get above 1000. The big layoff in 2023 was not actually the first time by the way, that was much earlier (there was a wave of office consolidation in the 2010s). Also the 2023 layoff was at least 3 distinct waves. And constant layoffs very much have the result on morale you'd expect today.
- amazingamazing 6mo agoLink?
- ml_basics 6mo agohow much of the cloud revenue is from Anthropic revenue sharing?
- impulser_ 6mo agoEveryone thought Google Search would die from AI, but people are searching more than ever.
- mgh2 6mo agoNot sure how they will justify zero click to advertisers though, except youtube. https://www.google.com/search?q=did+google+seach+increase&oq=did+google+seach+increase&gs_lcrp=EghlZGdlX2lvcyoGCAAQRRg5MgYIABBFGDkyCggBEAAYgAQYogQyCggCEAAYgAQYogQyBwgDEAAY7wUyBwgEEAAY7wUyCggFEAAYgAQYogTSAQkxMzI4NWowajeoAgCwAgHiAwQYAiBf&hl=en-US&sourceid=chrome-mobile&ie=UTF-8#lfId=ChxjMe https://www.google.com/search?q=did+google+seach+increase&oq...
- mattmaroon 6mo agoI think they make most of their money off searches with intent (“vehicle detailing near me”) and things for which they still send you somewhere. The kind of searches that an LLM can just answer probably largely just sent you to Wikipedia or somewhere nobody was paying much for anyway. It’s possible AI will do a better job of capturing ad dollars by better serving intentional searchers.
- Zigurd 6mo agoThere's a part of the tech industry that uses what I would call dark influencer techniques. Search is dead. Lidar is too expensive for AVs. LLMs are as scary as thermonuclear bombs. China China China. Without ALPRs you'll get carjacked picking up Tommy from soccer. Some of it is for stock pumping, some for regulatory capture, some is flooding the zone with shit. This kind of "marketing" is part of the reason why tech is held in low esteem now. It destroys the sense of optimism and replaces it with fake tech bro worship.
- mghackerlady 6mo agoI hate the china fear mongering. It's like the 50s red scare but 10x dumber since by all realistic accounts china is just. another government. a scary one and powerful one, yes, but so is the us. They aren't a rogue state like the DPRK or Iran, aren't funding terrorism by any realistic, and realise that starting any wars is a very bad idea
- mgh2 6mo agoGoogle grew revenue 22% YoY and operating income 30%, with growing margins. Search revenue still growing 19%, an acceleration vs YoY growth this time last year. Cloud grew revenue 63%. Cloud income up from $2.2b Q1’25 to $6.6b Q1’26. https://www.reddit.com/r/stocks/comments/1sza7xi/alphabet_beats_on_revenue_with_cloud_booming_63/ https://www.reddit.com/r/stocks/comments/1sza7xi/alphabet_be...
- next_xibalba 6mo agoI don't follow this stuff too closely, but Cloud growing by 63% seems astounding. It'd be interesting to know how much of that is converting AWS and Azure workloads to GCP.
- mattmaroon 6mo agoOr deals with their own/third party LLMs?
- shimon 6mo agoLLM/AI growth is the major driver of usage growth on all the clouds.
- mattmaroon 6mo agoOh sure but I meant in their case they might be their own biggest customer. Companies shuffle money from one pocket to another often for tax/financial reasons.
- dyauspitr 6mo agoI use Cloud Run a lot. It’s free up to 2M requests per month. It’s also very clean, scalable and very easy to set up.
- throwaway_20357 6mo agoCan anyone explain how search revenue is still _growing_ in the age of LLMs?
- kridsdale3 6mo ago12 months ago everyone agreed that Search was doomed, ChatGPT would kill Google, and Bard/Gemini were a joke.
- mattmaroon 6mo agoWhen I went through YC in 2007 a founder whose name you know drunkenly told me at a party that Google Docs and Macbooks would have Microsoft out of business by 2012. Someone here told me in 2018 I was nuts to buy a gas-powered car because in less time than you would drive a car for, everyone will have switched to electric and there will be no gas stations left. The impending deaths of most things are greatly exaggerated.
- Ifkaluva 6mo agoNext: “SWE is largely solved, expect mass unemployment in the next few years”?
- jader201 6mo agoExcept we're actually seeing a non-trivial reduction in SWE jobs, particularly entry-level roles. May be short term and turn around at some point, but the current trends definitely feel lower vs. higher.
- lokar 6mo agoAre we? Compare to when? How about compared to the 30 year variation, not just the last 6. In “big tech” or internet services, or also the non-tech companies that employ most engineers?
- TheGRS 6mo agoThat's already half of the threads I see on reddit lately.
- mykowebhn 6mo agoI wonder how much of that is driven by organic market forces or through anti-competitive practices. For example, Chinese electric vehicles are selling like hotcakes in Europe but you'd be hard-pressed to find any in the US.
- hmokiguess 6mo agoNow that data is a commodity directly tied into the AI arms race, they killed https://developers.google.com/custom-search/v1/overview https://developers.google.com/custom-search/v1/overview which is really sad
- xnx 6mo agoSundar's remarks: https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q1-2026/ https://blog.google/company-news/inside-google/message-ceo/a...
- Glyptodon 6mo agoI guess making like 75% of their search results ads that look like results works.
- brcmthrowaway 6mo agoYou'd be crazy not to be long Google.
- toddmorey 6mo agoI know for most people that the big surprise here is sustained search ad revenue in the face of AI. But I’m super curious on margins because I thought for sure offering so much free AI inference would be so insanely expensive it harmed margins.
- halJordan 6mo agoNo one is losing money on inference these days. Google's vertical integration means that they have some of the lowest inference costs in the industry in any event.
- fancyfredbot 6mo agoMicrosoft recently announced changes to copilot because, apparently, it was losing money on inference.
- kingstnap 6mo agoThey were loosing money giving absurdly generous agentic usage on expensive models to people with $10 to $40 flat rate subscriptions. They weren't selling inference.
- UltraSane 6mo agoThey were charging a flat rate per query no matter how many tokens it consumed. People naturally got very good at writing prompts that used as many tokens as possible.
- decimalenough 6mo agoStill no sign of Waymo in Other Bets revenue, which fell from $450M to $411M. But they're presumably investing more in it, since Other Bets income fell from $-1,226M to $-2,100M, meaning expenditure went up $800M YoY. (Obviously not all of this was Waymo though.)
- jdw64 6mo agoIn the long run, judging from recent incidents such as YouTube monetization suspensions, I do not think Google is good for the consumer web experience or for content creators. I also think SEO search has almost completely broken down. In particular, the flow that used to support content creators through Google Search has been damaged. Previously, content would appear in Google Search, visitors would come in, and creators could earn revenue through ads, courses, or other products. But now Google can answer directly through AI Overviews, making it harder for content creators to survive independently. That said, I think Search is still making a lot of money because Google is effectively focusing less on informational search and more on commercial search. I mean searches with purchasing intent, such as “best laptop recommendation.” We cannot know the full search-volume statistics from the outside, but in my subjective experience, the quality of actual search results is often much worse than expected. In that sense, Google’s revenue now feels less like it comes from serving small developers or end users, and more like it comes from selling infrastructure to large companies and major developers. The huge increase in Cloud revenue seems especially important. Google appears to be strong in enterprise AI solutions, and as an AI development platform it seems extremely powerful. My impression is that the center of gravity in AI development platforms is shifting somewhat from Microsoft toward Google. However, revenue growth does not necessarily mean product quality. Since AI is increasingly absorbing informational search, users may end up using Google mainly for commercial-intent searches. From another angle, that gives Google an incentive to tune its algorithms and layout around purchase-intent queries. Separately from that, there is a sharp contrast between Google as a development platform for companies and Google as a service experienced by end users. From the end-user perspective, the experience feels worse every day. Search feels poorly maintained. Ads also feel poorly controlled; for example, adult ads may appear to teenagers. Outside the Gemini API, the places where users can actually use Gemini feel fragmented, and the web version of Gemini is difficult to use seriously because of strong token limits. Google seems to be trying very hard to serve developers who build on top of Google. But separately from that, ordinary users of Google services increasingly feel neglected.
- bitpush 6mo ago> Previously, content would appear in Google Search, visitors would come in, and creators could earn revenue through ads, courses, or other products. But now Google can answer directly through AI Overviews, making it harder for content creators to survive independently. This isnt a Google issue. Users are asking for it - ChatGPT and Perplexity did it first and it'd be crazy for Google not to do that. You could argue Google being late to LLMs were a good thing, and once they were forced to play the game, they played