GOOGL Q3 Disappoints — Stock -9% · 2nd Straight Negative FCF (-$9.1B) · Capex Doubled
Published · Updated · By Investus editorial desk (SUNRYU Partners)
Alphabet Q3 2026: Revenue $127.6B (+25% YoY, ~inline), stock -9%. Google Cloud $30.7B (+5% vs est), Search $63.4B (-2% miss), YouTube Ads $11.2B, EPS $2.12, Net Income $26.5B. Operating margin 31.8% (from 34% in Q2). 2nd straight negative FCF: Q2 -$5.9B → Q3 -$9.1B. Capex doubled in one year. Management: Cloud revenue +103% driven by AI demand.
A full English translation of this report is in progress. The analysis below reflects the original Korean research. Read the Korean original →
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This article is editorial research for informational purposes only. It is not investment advice, a recommendation, or a solicitation to buy or sell any security, and does not guarantee any return. Markets carry risk of loss. Verify figures against the primary sources before making decisions.