10-Q 2026-07-23 ↗ compared with the reference 10-K 10-K 2026-02-05 ↗
Technical events and factor profile →
Alphabet warns of potential stock dilution from share sales and conversions. The company's market prices may be influenced by these transactions. Existing shareholders could see their voting power reduced.
| After the 10-Q | 1 session | 5 sessions | 20 sessions |
|---|---|---|---|
| GOOG | -6.9% | -1.8% | -0.1% |
| Nasdaq-100 (QQQ) | -1.9% | -6.2% | +1.5% |
| Difference | -5.0% | +4.4% | -1.6% |
From the close before the filing. Historical data, not a prediction.
We have historically engaged in share repurchases of our Class A stock and Class C stock from time to time in accordance with authorizations from the Board of Directors of Alphabet. Our repurchase program does not have an expiration date and does not obligate Alphabet to repurchase any specific dollar amount or to acquire any specific number of shares and we retain discretion as to whether and when to utilize this program. Although we have an authorized share repurchase program, there can be no assurances that we will make repurchases in the near term or at all. Furthermore, if we are utilizing the repurchase program at the time of any future offerings of our equity securities, including offerings of our Class A stock or Class C stock under our ATM Program, we may be required to suspend share repurchases, which could further exacerbate any decrease in the trading prices of our stock from dilution or otherwise.
| Jun 26 | Mar 26 | Dec 25 | Sep 25 | Jun 25 | |
|---|---|---|---|---|---|
| Revenue | $119.8B | $109.9B | $113.8B | $102.3B | $96.4B |
| YoY growth | +24.2% | +21.8% | — | +15.9% | +13.8% |
| Gross margin | — | — | — | — | — |
| Operating margin | 34.0% | 36.1% | 31.6% | 30.5% | 32.4% |
| Net income | $112.2B | $62.6B | $34.5B | $35.0B | $28.2B |
| Diluted EPS | 9.11 | 5.11 | 2.82 | 2.87 | 2.31 |
XBRL data filed with the SEC. The fourth fiscal quarter is calculated as the full year minus the previous three quarters.
0 = the lowest in the universe, 100 = the highest. It describes how the stock has behaved, not whether to buy or sell it. Screen stocks by factors
Similar than in the previous 10-Q (2026-04-30: +9, -4 points)
10-Q of 2026-07-23 · 14.3% positive sentences, 9.8% negative · 244 sentences analysed
Index from −100 to +100 calculated with FinBERT on the results discussion (MD&A). The change matters more than the level: some sectors always sound more cautious.
| Himalaya Capital · Li Lu
held since Q3 2023 or earlier |
47.9% | $1.8B | = |
| Berkshire Hathaway · Warren Buffett
held since Q3 2025 |
12.6% | $37.8B | +83% |
| Third Point · Dan Loeb
held since Q1 2026 |
9.5% | $442.5M | +608% |
| Markel Group · Tom Gayner
held since Q3 2023 or earlier |
9.0% | $1.2B | = |
| Baupost Group · Seth Klarman
held since Q3 2023 or earlier |
9.0% | $484.7M | +16% |
| Appaloosa · David Tepper
held since Q3 2023 or earlier |
8.7% | $653.7M | +7% |
| Tiger Global · Chase Coleman
held since Q3 2023 or earlier |
8.7% | $2.1B | -45% |
| Fundsmith · Terry Smith
held since Q3 2023 or earlier |
4.6% | $633.7M | -40% |
| Soros Fund Management · George Soros
held since Q3 2023 or earlier |
4.5% | $273.3M | +33% |
| Coatue Management · Philippe Laffont
held since Q3 2023 or earlier |
4.2% | $2.1B | +6% |
| Duquesne Family Office · Stanley Druckenmiller
held since Q2 2026 |
2.8% | $120.2M | new |
| ARK Investment Management · Cathie Wood
held since Q3 2023 or earlier |
2.7% | $418.7M | +64% |
| Bridgewater Associates · Ray Dalio
held since Q3 2023 or earlier |
2.0% | $498.7M | -41% |
| Pershing Square · Bill Ackman
held since Q2 2023 or earlier |
0.7% | $98.7M | -95% |
| Lone Pine Capital · Stephen Mandel
held since Q1 2026 |
0.5% | $77.0M | +15% |
| Viking Global · Andreas Halvorsen | — | sold |
Weight in each fund's portfolio and change vs. the previous quarter, from its latest 13F.
All material events for GOOG →
| 2026-09-30 | ARNOLD FRANCES · Director | Sell (10b5-1 plan) | $28K | SEC ↗ |
Source: SEC EDGAR. Automatic comparison of the risk factors section; it may contain extraction errors. Always check the original document. For information purposes only; not investment advice.