Feed / GOOGL

Alphabet Inc.

GOOGL

Communication Services · 339.70 -1.2% today

Isolated · not yet confirmedMarket checked 29 Sept, 10:00 GMT-4

Market read

No connected market move is active around Alphabet Inc..

No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 14 directly disclosed connections are confirming.

Company-1.2% todayVolume comparison unavailable
Market groupNo active group readNo durable group available
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • Quarterly and six-month R&D spending and composition (employee comp, depreciation) versus the reported June 30, 2026 amounts.

Invalidation: The isolated read changes if GOOGL's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Communication Services · Internet Content & Information

No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 14 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Quarterly and six-month R&D spending and composition (employee comp, depreciation) versus the reported June 30, 2026 amounts.

Company research

Understand the business, not just the ticker

As of Sep 29, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations613
Usable filing statements140
Verified relationships10
Evidence supporting the case
  • Latest annual revenue changed +15.1% year over year.
  • Net margin changed +4.2 percentage points in the latest annual period.
  • Foreign exchange has repeated favorable evidence across 4 filings.
  • Product pipeline and R&D has repeated favorable evidence across 4 filings.
Evidence challenging the case

No qualifying adverse evidence was identified; that is not proof there is no downside.

Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 28, 2026

342.77
6m+24.9%12m+39.5%24m+111.8%
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$257.6B+41.2%$5.61-1.4%
2022-12-31$282.8B+9.8%$4.56-2.9%
2023-12-31$307.4B+8.7%$5.80-3.3%
2024-12-31$350.0B+13.9%$8.04-2.2%
2025-12-31$402.8B+15.1%$10.81-1.7%

What management says matters

Persistent and emerging business drivers

Foreign exchangepositive · 4 filings
“Other Income (Expense), Net The following table presents OI&E, (in millions): Year Ended December 31, 2024 2025 Interest income $ 4,482 $ 4,337 Interest expense (268) (736) Foreign currency exchange gain (loss), net (409) (382) Gain (loss) on debt securities,…”
10-K · Feb 5, 2026 ↗
Product pipeline and R&Dpositive · 4 filings
“Research and Development The following table presents research and development expenses (in millions, except percentages): Three Months Ended Six Months Ended June 30, June 30, 2025 2026 2025 2026 Research and development expenses $ 13,808 $ 18,219 $ 27,364 $…”
10-Q · Jul 23, 2026 ↗
Credit and interest ratesmixed · 3 filings
“Other Income (Expense), Net The following table presents OI&E, (in millions): Year Ended December 31, 2024 2025 Interest income $ 4,482 $ 4,337 Interest expense (268) (736) Foreign currency exchange gain (loss), net (409) (382) Gain (loss) on debt securities,…”
10-K · Feb 5, 2026 ↗
Legal and regulatory exposurenegative · 3 filings
“The acquisition of Wiz is expected to close in 2026, subject to customary closing conditions, including the receipt of regulatory approvals.”
10-K · Feb 5, 2026 ↗

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

339.70-1.2% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 29 Sept, 10:00 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for GOOGL. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for GOOGL. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind GOOGL

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depended on by

FROGJFrog Ltd.partnerMay 8, 2026 ▾

“While also partners, cloud providers, such as Amazon Web Services (“AWS”), Microsoft Azure (including Azure DevOps) and Alphabet Inc.’s Google Cloud, may compete with a subset of JFrog functionality.”

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 13 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

GOOGL is currently a Early Follower in the organic co-movement group Unknown Theme. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for GOOGL; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.