Feed / Theme
Confirmed

Alphabet Services

2 names are moving together; 100% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
GOOGLAlphabet Inc.Communication Services+2.0%Most structurally connected
GOOGAlphabet Inc.Communication Services+1.9%Group member

Why we believe this

Cohort

2 names

Participation

100% this session

Observed history

1 daily builds

Filing coverage

2/2 members

product pipeline / R&D affecting expense

Research and Development The following table presents research and development expenses (in millions, except percentages): Three Months Ended March 31, 2025 2026 Research and development expenses $ 13,556 $ 17,032 Research and development expenses as a percentage of revenues 15 % 16 % Research and development expenses increased $3.5 billion from the three months ended March 31, 2025 to the three months ended March 31, 2026, primarily driven by increases in employee compensation expenses of $2.5 billion and depreciation expense of $506 million.

GOOGL 10-Q

credit / rates affecting interest expense

Other Income (Expense), Net The following table presents OI&E (in millions): Three Months Ended March 31, 2025 2026 Interest income $ 1,001 $ 1,381 Interest expense (34) (533) Foreign currency exchange gain (loss), net (106) 146 Gain (loss) on debt securities, net 202 (111) Gain (loss) on equity securities, net 9,758 36,915 Income (loss) and impairment from equity method investments, net (22) 60 Other 384 (142) Other income (expense), net $ 11,183 $ 37,716 OI&E, net increased $26.5 billion from the three months ended March 31, 2025 to the three months ended March 31, 2026, primarily due to increases in net unrealized gains on equity securities resulting from fair value adjustments on non-marketable equity securities.

GOOGL 10-Q

demand / volume affecting orders

Loss Contingencies We are subject to claims, lawsuits, regulatory and government inquiries and investigations, other proceedings, and consent orders involving competition, intellectual property, data privacy and security, tax and related compliance, labor and employment, commercial disputes, content generated by our users, goods and services offered by advertisers or publishers using our platforms, personal injury, consumer protection, and other matters.

GOOGL 10-K

Alphabet Services can stay leader-led if secondary names fail to join while GOOGL keeps moving.

Connected, outside the group

No high-confidence filing-linked non-members are available for this group yet.

History

Historical cohort observations are not available yet.