earnings
confidence high
sentiment positive
materiality 0.85
Alphabet Q1 revenue $109.9B (+22%), EPS $5.11 (+82%), Cloud revenue +63% to $20B, dividend raised 5%
Alphabet Inc.
2026-Q1 EPS
reported $5.11
vs consensus $2.71
▲ beat
(+88.9%)
- Revenue $109.9B (+22% YoY, +19% constant currency); diluted EPS $5.11 (+82% YoY).
- Google Cloud revenue $20.0B (+63% YoY); backlog nearly doubled QoQ to over $460B.
- Operating income $39.7B (+30%); operating margin 36.1% (up 2pp).
- Quarterly dividend raised 5% to $0.22/share; payable June 15 to holders of record June 8.
- Issued $31.1B senior notes in Q1; paid subscriptions reached 350M; Waymo >500k autonomous rides/week.