Alphabet Inc. (GOOGL) operating KPIs
GOOGLNasdaqServices-Computer Programming, Data Processing, Etc.Fiscal year ends December 31Also trades as GOOG, GOOGM, GOOGN
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 23, 2026Score 21/3028% below fair value
$279.84−3.98 (-1.40%)
Close on Oct 30, 2026Market cap $3.41TP/E 14.0Yield 0.30%
KPIs
Operating metrics that drive Alphabet's business · fiscal year ends December 31
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| Add to chart | Metric | Q2 2026 2026-06-30 | Q1 2026 2026-03-31 | Q4 2025 2025-12-31 | Q3 2025 2025-09-30 | Q2 2025 2025-06-30 | Q1 2025 2025-03-31 | Q4 2024 2024-12-31 | Q3 2024 2024-09-30 | Q2 2024 2024-06-30 | Q1 2024 2024-03-31 | Q4 2023 2023-12-31 | Q3 2023 2023-09-30 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Google Cloud backlog($M)1 | 513,900 | 462,300 | 240,000 | 155,000 | 106,000 | ||||||||
Alphabet revenue backlog, total (RPO)($M) | 519,500 | 467,600 | 242,800 | 157,700 | 108,200 | 92,400 | 93,200 | 86,800 | 78,800 | 72,500 | 74,100 | 64,900 | |
Leases signed, not yet commenced (mostly data centers)($M) | 85,200 | 75,600 | 42,600 | 23,900 | 17,300 | 6,100 | 5,200 | 3,600 | 3,500 | ||||
Capital expenditures (purchases of property & equipment)($M)3 | 44,924 | 35,674 | 27,851 | 23,953 | 22,446 | 17,197 | 14,276 | 13,061 | 13,186 | 12,012 | 11,019 | 8,055 | |
CapEx as stated on the call($M) | 44,900 | 35,700 | 27,900 | 24,000 | 22,400 | 14,000 | 13,000 | 12,000 | 11,000 | ||||
Share of technical-infrastructure investment in servers (stated)(%) | 60.0% | 60.0% | 60.0% | 60.0% | |||||||||
Full-year 2026 CapEx guidance, low end (latest statement each quarter)($M)1 | 195,000 | 180,000 | 175,000 | ||||||||||
High end($M) | 205,000 | 190,000 | 185,000 | ||||||||||
Technical infrastructure, gross (servers, network, data centers)($M)3 | 247,177 | 217,886 | 203,679 | 184,107 | 167,467 | 150,992 | 141,852 | 112,504 | |||||
Construction in progress (assets not yet in service)($M) | 122,814 | 108,597 | 78,592 | 69,856 | 61,700 | 50,597 | 46,009 | 40,742 | 37,679 | 35,229 | 32,305 | ||
Property & equipment, net($M) | 321,212 | 281,020 | 246,597 | 223,787 | 203,231 | 185,062 | 171,036 | 161,270 | 151,155 | 143,182 | 134,345 | 125,705 | |
Depreciation($M) | 7,104 | 6,482 | 6,040 | 5,611 | 4,998 | 4,487 | 4,205 | 3,985 | 3,708 | 3,413 | 3,316 | 3,171 | |
Paid clicks growth y/y — Google Search & other(%)1 | 13.0% | 13.0% | 7.0% | 4.0% | 2.0% | 4.0% | 6.0% | 5.0% | 7.0% | ||||
Cost-per-click growth y/y(%) | 3.0% | 5.0% | 7.0% | 8.0% | 7.0% | 8.0% | 7.0% | 8.0% | 4.0% | ||||
Impressions growth y/y — Google Network(%)1 | -12.0% | -9.0% | -5.0% | -6.0% | -5.0% | -14.0% | -17.0% | -13.0% | -3.0% | ||||
Cost-per-impression growth y/y(%) | 13.0% | 6.0% | 6.0% | 6.0% | 4.0% | 15.0% | 13.0% | 14.0% | 1.0% | ||||
Traffic acquisition costs (TAC), total($M)1 | 16,179 | 15,228 | 16,597 | 14,876 | 14,705 | 13,748 | 14,848 | 13,719 | 13,387 | 12,946 | 13,986 | 12,642 | |
TAC rate: TAC as % of advertising revenues (as published)(%) | 19.8% | 19.7% | 20.1% | 20.6% | 20.6% | 20.8% | 20.7% | 21.0% | 21.2% | ||||
Gemini API tokens processed per minute (stated) | 22,000,000,000 | 16,000,000,000 | 10,000,000,000 | 7,000,000,000 | |||||||||
Employees | 198,933 | 194,668 | 190,820 | 190,167 | 187,103 | 185,719 | 183,323 | 181,269 | 179,582 | 180,895 | 182,502 | 182,381 | |
Cloud infrastructure services market (Synergy)($M)1 | 143,400 | 128,600 | 119,100 | 106,900 | 98,800 | 93,900 | 90,600 | 83,800 | 79,100 | 76,500 | 73,700 | 68,100 | |
Google worldwide market share(%) | 15.0% | 14.0% | 14.0% | 13.0% | 13.0% | 12.0% | 12.0% | 13.0% | 12.0% | 11.0% | |||
Revenues by line($M)6 | 119,796 | 109,896 | 113,828 | 102,346 | 96,428 | 90,234 | 96,469 | 88,268 | 84,742 | 80,539 | 86,310 | 76,693 | |
Google Search & other($M) | 63,271 | 60,399 | 63,073 | 56,567 | 54,190 | 50,702 | 54,034 | 49,385 | 48,509 | 46,156 | 48,020 | 44,026 | |
YouTube ads($M) | 11,055 | 9,883 | 11,383 | 10,261 | 9,796 | 8,927 | 10,473 | 8,921 | 8,663 | 8,090 | 9,200 | 7,952 | |
Google Network($M) | 7,303 | 6,971 | 7,828 | 7,354 | 7,354 | 7,256 | 7,954 | 7,548 | 7,444 | 7,413 | 8,297 | 7,669 | |
Google subscriptions, platforms & devices($M) | 12,911 | 12,384 | 13,578 | 12,870 | 11,203 | 10,379 | 11,633 | 10,656 | 9,312 | 8,739 | 10,794 | 8,339 | |
Google Cloud($M) | 24,768 | 20,028 | 17,664 | 15,157 | 13,624 | 12,260 | 11,955 | 11,353 | 10,347 | 9,574 | 9,192 | 8,411 | |
Other Bets($M) | 382 | 411 | 370 | 344 | 373 | 450 | 400 | 388 | 365 | 495 | 657 | 297 | |
Operating income by segment($M)4 | 40,770 | 39,696 | 35,934 | 31,228 | 31,271 | 30,606 | 30,972 | 28,521 | 27,425 | 25,472 | 23,697 | 21,343 | |
Google Services($M) | 39,544 | 40,589 | 40,132 | 33,527 | 33,063 | 32,682 | 32,836 | 30,856 | 29,674 | 27,897 | 26,730 | 23,937 | |
Google Cloud($M) | 8,814 | 6,598 | 5,313 | 3,594 | 2,826 | 2,177 | 2,093 | 1,947 | 1,172 | 900 | 864 | 266 | |
Other Bets($M) | -1,799 | -2,100 | -3,617 | -1,426 | -1,246 | -1,226 | -1,174 | -1,116 | -1,134 | -1,020 | -863 | -1,194 | |
Alphabet-level activities($M) | -5,789 | -5,391 | -5,894 | -4,467 | -3,372 | -3,027 | -2,783 | -3,166 | -2,287 | -2,305 | -3,034 | -1,666 | |
Revenues by geography($M)4 | 119,796 | 109,896 | 113,829 | 102,346 | 96,428 | 90,234 | 96,469 | 88,268 | 84,742 | 80,539 | 86,310 | 76,693 | |
United States($M) | 60,846 | 53,975 | 55,444 | 48,758 | 46,063 | 43,964 | 47,375 | 43,139 | 41,196 | 38,737 | 41,995 | 36,354 | |
EMEA($M) | 32,501 | 31,468 | 33,056 | 29,911 | 28,262 | 25,923 | 28,184 | 25,472 | 24,683 | 23,788 | 25,010 | 22,661 | |
APAC($M) | 19,317 | 18,288 | 18,527 | 17,819 | 16,480 | 14,854 | 15,156 | 14,547 | 13,823 | 13,289 | 13,979 | 13,126 | |
Other Americas($M) | 7,026 | 6,345 | 6,869 | 6,065 | 5,735 | 5,233 | 5,734 | 5,093 | 4,938 | 4,653 | 5,176 | 4,553 | |
8 metrics have no data in the last 12 quarters — .
Italic numbers are calculated by StockData from reported figures (hover for the formula). Numbers with a dotted underline are read from the text of earnings releases and presentations; hover to see the exact sentence. Tick a row to add it to the chart above (up to 8 lines).
Methodology and excluded metrics
- Alphabet's latest reported quarter is Q2 2026.
- Alphabet publishes no monthly data and no unit counts for Search queries, users or data center capacity in its filings. Operating numbers come from the 10-Q / 10-K (Cloud backlog, monetization metrics, TAC rate, leases signed, technical infrastructure), the earnings release (TAC, employees) and the earnings call (backlog, capex guidance, API token volume).
- Call documents: Alphabet's own transcript (from Q3 2025), the CEO's remarks on blog.google, and earlier transcripts from The Motley Fool. Only numbers spoken by Alphabet executives with a verbatim quote are used. Executives usually give user and usage figures as bounds (“over 750 million”, “more than 9 million developers”); those are left out, so Gemini app users, AI Mode users, paid subscriptions and Waymo rides do not appear as series.
- Paid clicks, cost-per-click, impressions, cost-per-impression and the TAC rate are published for Q1–Q3 and the full year only; for these rows the three latest published quarters (skipping Q4) plus the full year count as continuous. The same applies to leases not yet commenced, which the 10-K splits into short- and long-term.
- Rows marked legacy follow an older definition and stop at the point where Alphabet changed it.
- All figures are as published by Alphabet or the external source; no ratios, totals or estimates are added. The only arithmetic is splitting reported totals into quarters: Q4 = full year − nine months, and quarterly capex = year-to-date − previous year-to-date (shown in italics).
- U.S. GAAP filings have no parent-only statements, so there is no consolidated − parent split.
- A metric is shown only when the three most recent quarters all have data; annual-only metrics need the two latest fiscal years.
Not shown because recent periods are missing (11)
- Google Cloud backlog & AI infrastructure build (key metric) › Google Cloud backlog › Growth q/q (stated on the call)
- Google Cloud backlog & AI infrastructure build (key metric) › Capital expenditures (purchases of property & equipment) › Full-year 2025 CapEx guidance, low end (latest statement each quarter) › High end
- Google Cloud backlog & AI infrastructure build (key metric) › Capital expenditures (purchases of property & equipment) › Full-year 2025 CapEx guidance, low end (latest statement each quarter)
- Google Cloud backlog & AI infrastructure build (key metric) › Long-term supply, energy & content commitments (fixed or guaranteed)
- AI usage & adoption (stated on the call) › Gemini app monthly active users (stated)
- AI usage & adoption (stated on the call) › Developers building with Google's generative models (stated)
- AI usage & adoption (stated on the call) › Paid subscriptions across consumer services (stated)
- AI usage & adoption (stated on the call) › YouTube Shorts average daily views (stated)
- AI usage & adoption (stated on the call) › Cloud customers processing ~1 trillion tokens each (stated)
- AI usage & adoption (stated on the call) › Cloud product lines above $1B annual run rate (stated)
- AI usage & adoption (stated on the call) › Depreciation growth y/y (stated)
Data updated 2026-10-22.
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