Alphabet reported robust Q4 2025 results, posting an EPS of $2.82 and revenue of $113.83 billion, both exceeding consensus, though the strong performance was overshadowed by massive future spending plans.
- The company unveiled 2026 capital expenditure guidance set between $175 billion and $185 billion, which is 55% higher than analysts anticipated.
- This heavy investment signals a drastic ramp-up in AI infrastructure spending, causing shares to slip in after-hours trading.