ALPHABET (Goog, Googl) will release the fourth quarter results after the bell on Tuesday. Wall Street is an AI model of a startup Deepseek, which kicks the second week of the US high -tech profit to see how searching giants react to China’s threats.
Google’s parents are also hoped to provide the latest information on a wide range of performances in a large digital advertising market to turn large -scale AI investments into new revenue sources.
The advertising rivalmeta (Meta) reported his revenue last week and refused to provide guidance over the year, although the expectation of the wallstreet in the top line and bottom line. Like Alphabet, Meta invests a lot in AI’s efforts. This is because technology is trying to improve advertising sales and user engagement.
Google and US high -tech companies are more commonly shaken by the success of DeepSeek’s V3 and R1 model breakouts. Google’s Gemini and Openai’s Chatgpt are said to have been developed for some costs, questioning whether Silicon Valley is over investing in AI hardware.
ALPHABET will report that the profit of $ 2.13 per share is $ 1.64 per share, an increase of $ 1.64 per share, an increase of $ 86.3 billion per share.
Advertising revenue is expected to rise from $ 65.5 billion a year ago to $ 71.7 billion, but Google Cloud’s revenue will reach $ 12.1 billion compared to last year’s 9.1 billion.
Cloud growth is an important indicator for alphabets because it is about to gain market share from rival Amazon (Amzn) and Microsoft (MSFT). Microsoft’s cloud revenue increased 21 % year -on -year in the last quarter, rising to $ 40 billion. Nevertheless, it was shy for the $ 41.1 billion in Wall Street, and sent Windows Maker shares low.
“The growth of the cloud will maintain a low pace of the 20s to 30 seconds in the 20s to 30 seconds to 2026, in addition to the contribution of artificial intelligence workloads and the release of Gemini 2.0 as the capacity increases. I think it is necessary. “CFRA RESEARCH analysts and memos.
Google is waiting for the results of Trump’s advocacy of Tiktok, a short video application that had been closed last month, like META, but to avoid completely ban. It continues to be executed in search.
Google is also facing restrictive risks. At the end of last year, Google appealed to the court after the court has found an exclusive right to search business. One of the potential remedies proposed by government lawyers is the division of the company. However, the market is mostly messed up with the immediate concerns of dramatic reforms.
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